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The Mosaic Company

537 hedge funds and large institutions have $8.4B invested in The Mosaic Company in 2018 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 195 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

20% more capital invested

Capital invested by funds: $7.02B → $8.4B (+$1.38B)

13% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 60

12% more call options, than puts

Call options by funds: $126M | Put options by funds: $112M

2.66% more ownership

Funds ownership: 75.1%77.76% (+2.7%)

0% more funds holding

Funds holding: 535537 (+2)

4% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 195

Holders
537
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
12.29%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.37%
New
68
Increased
188
Reduced
195
Closed
60
Calls
$126M
Puts
$112M
Net Calls
+$13.3M
Net Calls Change
-$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.03B -$12.1M -446,504 -1%
BlackRock
2
BlackRock
New York
$668M +$2.88M +106,146 +0.4%
State Street
3
State Street
Massachusetts
$531M +$10.8M +397,771 +2%
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$370M -$115M -4,226,633 -24%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$332M +$111M +4,080,426 +53%
Norges Bank
6
Norges Bank
Norway
$310M +$9.14M +336,912 +3%
Fidelity International
7
Fidelity International
Bermuda
$292M -$2.56M -94,409 -0.9%
Invesco
8
Invesco
Georgia
$261M +$36.8M +1,355,404 +17%
Boston Partners
9
Boston Partners
Massachusetts
$240M +$227M +8,364,214 +4,666%
Northern Trust
10
Northern Trust
Illinois
$187M +$14.3M +527,641 +9%
SCM
11
Shapiro Capital Management
Georgia
$175M +$894K +32,942 +0.5%
Ameriprise
12
Ameriprise
Minnesota
$149M -$24.4M -899,104 -14%
AllianceBernstein
13
AllianceBernstein
Tennessee
$141M +$6.87M +253,181 +5%
Capital International Investors
14
Capital International Investors
California
$138M
Bank of New York Mellon
15
Bank of New York Mellon
New York
$137M +$1.59M +58,546 +1%
Ninety One (UK)
16
Ninety One (UK)
United Kingdom
$127M +$123M +4,543,942 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$124M -$19.4M -712,957 -14%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$118M +$4.85M +178,780 +4%
Goldman Sachs
19
Goldman Sachs
New York
$109M -$4.66M -171,794 -4%
SPC
20
Slate Path Capital
New York
$88.4M +$83.2M +3,065,000 +3,606%
NIPH
21
NN Investment Partners Holdings
Netherlands
$71.4M -$5.88M -216,458 -8%
AAMU
22
Amundi Asset Management US
Massachusetts
$70.6M +$21.3M +784,597 +45%
Charles Schwab
23
Charles Schwab
California
$65.5M +$2.84M +104,543 +5%
Citadel Advisors
24
Citadel Advisors
Florida
$63.9M -$40.6M -1,495,733 -40%
Bank of America
25
Bank of America
North Carolina
$60.8M -$14.4M -529,229 -20%