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The Mosaic Company

519 hedge funds and large institutions have $7.83B invested in The Mosaic Company in 2016 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 205 increasing their positions, 180 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 180

2.33% more ownership

Funds ownership: 89.38%91.71% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4% less capital invested

Capital invested by funds: $8.18B → $7.83B (-$350M)

8% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 53

2% less funds holding

Funds holding: 531519 (-12)

28% less call options, than puts

Call options by funds: $145M | Put options by funds: $201M

Holders
519
Holders Change
-12
Holders Change %
-2.26%
% of All Funds
13.85%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
49
Increased
205
Reduced
180
Closed
53
Calls
$145M
Puts
$201M
Net Calls
-$55.2M
Net Calls Change
-$6.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$812M +$24.2M +888,775 +3%
Franklin Resources
2
Franklin Resources
California
$464M +$95.6M +3,505,530 +23%
State Street
3
State Street
Massachusetts
$448M -$20.9M -765,425 -4%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$403M -$18.9M -694,779 -4%
JP Morgan Chase
5
JP Morgan Chase
New York
$325M -$20.3M -743,618 -5%
Invesco
6
Invesco
Georgia
$308M +$57.7M +2,115,758 +20%
Fidelity International
7
Fidelity International
Bermuda
$304M +$66.9M +2,452,819 +25%
BIT
8
BlackRock Institutional Trust
California
$234M +$1.87M +68,526 +0.7%
Bank of America
9
Bank of America
North Carolina
$220M +$12M +440,171 +5%
BFA
10
BlackRock Fund Advisors
California
$149M +$7.84M +287,627 +5%
Morgan Stanley
11
Morgan Stanley
New York
$143M +$111M +4,082,006 +233%
Artisan Partners
12
Artisan Partners
Wisconsin
$142M -$84.7M -3,106,261 -35%
Northern Trust
13
Northern Trust
Illinois
$139M +$6.68M +244,965 +4%
Adage Capital Partners
14
Adage Capital Partners
Massachusetts
$131M -$24.1M -883,100 -14%
SCM
15
Shapiro Capital Management
Georgia
$122M -$2.58M -94,656 -2%
Capital International Investors
16
Capital International Investors
California
$120M -$22.7M -832,203 -14%
LCOV
17
London Company of Virginia
Virginia
$115M +$1.92M +70,538 +2%
BG
18
BlackRock Group
United Kingdom
$114M +$25.8M +946,380 +25%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$98.7M +$92.7M +3,399,549 +535%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$93.3M +$3.17M +116,232 +3%
CGI
21
CI Global Investments
California
$92.4M +$16.4M +602,464 +19%
Capital World Investors
22
Capital World Investors
California
$78.3M +$87.2M +3,200,000 New
RP
23
RR Partners
New York
$76.9M -$11.5M -420,200 -12%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$73.5M +$4.42M +162,080 +6%
Boston Partners
25
Boston Partners
Massachusetts
$67.7M -$34M -1,247,429 -31%

MOS Hedge Fund Activity: Q3 2016 in Review

519 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2016, worth a combined $7.83B — down 4.3% from $8.18B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of MOS and 49 opened new positions — a net loss of 4 holders — while 180 trimmed existing stakes and 205 added.

The largest buyer was Morgan Stanley, adding an estimated $111M. The largest seller was Artisan Partners, cutting an estimated $84.7M.

  • 519 institutional investors held The Mosaic Company (MOS) as of Q3 2016, down from 531 in Q2 2016.
  • Funds reported $7.83B of The Mosaic Company stock for Q3 2016, down 4.3% quarter-over-quarter.
  • 49 funds opened new The Mosaic Company positions in Q3 2016 and 53 closed out, a net change of -4 holders.
  • The largest The Mosaic Company buyer in Q3 2016 was Morgan Stanley, an estimated $111M added.
  • The largest The Mosaic Company seller in Q3 2016 was Artisan Partners, an estimated $84.7M sold.

Based on aggregated 13F filings for Q3 2016.