We are live on ! Find out more
MOS icon

The Mosaic Company

544 hedge funds and large institutions have $9.66B invested in The Mosaic Company in 2018 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 196 increasing their positions, 199 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 58

15% more capital invested

Capital invested by funds: $8.4B → $9.66B (+$1.26B)

15% more call options, than puts

Call options by funds: $137M | Put options by funds: $120M

1% more funds holding

Funds holding: 537544 (+7)

0.58% less ownership

Funds ownership: 77.76%77.18% (-0.58%)

2% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 199

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
544
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
12.44%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.32%
New
73
Increased
196
Reduced
199
Closed
58
Calls
$137M
Puts
$120M
Net Calls
+$17.5M
Net Calls Change
+$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.21B +$16.3M +541,783 +1%
BlackRock
2
BlackRock
New York
$813M +$36.3M +1,204,051 +5%
State Street
3
State Street
Massachusetts
$623M +$7.91M +262,689 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$475M +$84M +2,787,867 +24%
Fidelity International
5
Fidelity International
Bermuda
$332M -$6.05M -200,699 -2%
Boston Partners
6
Boston Partners
Massachusetts
$306M +$26.7M +885,988 +10%
Invesco
7
Invesco
Georgia
$297M -$4.75M -157,730 -2%
Adage Capital Partners
8
Adage Capital Partners
Massachusetts
$292M -$127M -4,205,706 -32%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$236M +$71.9M +2,385,147 +49%
Norges Bank
10
Norges Bank
Norway
$213M -$135M -4,496,878 -41%
Ninety One (UK)
11
Ninety One (UK)
United Kingdom
$212M +$59.3M +1,969,511 +43%
Northern Trust
12
Northern Trust
Illinois
$209M -$7.75M -257,273 -4%
AllianceBernstein
13
AllianceBernstein
Tennessee
$162M -$723K -23,992 -0.5%
Capital International Investors
14
Capital International Investors
California
$160M +$2.95K +98 +0%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$143M +$5.3M +175,759 +4%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$126M -$16.3M -541,620 -12%
SPC
17
Slate Path Capital
New York
$125M +$21.2M +705,000 +22%
SCM
18
Shapiro Capital Management
Georgia
$117M -$79.8M -2,647,002 -42%
AAMU
19
Amundi Asset Management US
Massachusetts
$103M +$20.1M +667,416 +27%
Bank of America
20
Bank of America
North Carolina
$101M +$28.3M +940,448 +43%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$91.2M +$29.3M +970,918 +53%
Morgan Stanley
22
Morgan Stanley
New York
$88.6M +$32.2M +1,067,505 +64%
Goldman Sachs
23
Goldman Sachs
New York
$84.6M -$38.6M -1,280,219 -33%
Charles Schwab
24
Charles Schwab
California
$77.8M +$1.82M +60,390 +3%
NIPH
25
NN Investment Partners Holdings
Netherlands
$69.6M -$12.2M -404,286 -16%

MOS Hedge Fund Activity: Q3 2018 in Review

544 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2018, worth a combined $9.66B — up 15% from $8.4B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new MOS positions and 58 closed out — a net gain of 15 holders — while 196 added to existing stakes and 199 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $84M. The largest seller was Ameriprise, cutting an estimated $152M.

  • 544 institutional investors held The Mosaic Company (MOS) as of Q3 2018, up from 537 in Q2 2018.
  • Funds reported $9.66B of The Mosaic Company stock for Q3 2018, up 15% quarter-over-quarter.
  • 73 funds opened new The Mosaic Company positions in Q3 2018 and 58 closed out, a net change of +15 holders.
  • The largest The Mosaic Company buyer in Q3 2018 was Fidelity Investments, an estimated $84M added.
  • The largest The Mosaic Company seller in Q3 2018 was Ameriprise, an estimated $152M sold.

Based on aggregated 13F filings for Q3 2018.