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The Mosaic Company

503 hedge funds and large institutions have $7.45B invested in The Mosaic Company in 2019 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 180 increasing their positions, 189 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $132M | Put options by funds: $74.3M

0.61% more ownership

Funds ownership: 76.6%77.21% (+0.61%)

5% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 189

7% less funds holding

Funds holding: 542503 (-39)

8% less capital invested

Capital invested by funds: $8.07B → $7.45B (-$619M)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

32% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 96

Holders
503
Holders Change
-39
Holders Change %
-7.2%
% of All Funds
10.93%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.24%
New
65
Increased
180
Reduced
189
Closed
96
Calls
$132M
Puts
$74.3M
Net Calls
+$57.6M
Net Calls Change
+$94.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1B -$23.6M -965,299 -2%
BlackRock
2
BlackRock
New York
$604M -$17.3M -707,142 -3%
State Street
3
State Street
Massachusetts
$490M -$3.45M -141,531 -0.7%
Boston Partners
4
Boston Partners
Massachusetts
$432M +$482K +19,742 +0.1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$333M -$7.57M -310,108 -2%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$302M +$95.5M +3,911,700 +48%
Citadel Advisors
7
Citadel Advisors
Florida
$247M +$18M +735,588 +8%
Norges Bank
8
Norges Bank
Norway
$205M +$24.4M +1,000,000 +14%
Northern Trust
9
Northern Trust
Illinois
$180M +$2.21M +90,566 +1%
N
10
Nuveen
North Carolina
$157M +$153M +6,277,546 +73,897%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$150M -$36.2M -1,481,355 -20%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$131M +$2.92M +119,797 +2%
Ninety One (UK)
13
Ninety One (UK)
United Kingdom
$124M -$13.9M -567,705 -10%
Capital International Investors
14
Capital International Investors
California
$123M +$53.6K +2,195 +0%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$118M +$110M +4,510,095 +2,301%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$104M +$7.66M +313,842 +8%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$102M +$20M +819,204 +25%
Deutsche Bank
18
Deutsche Bank
Germany
$75.8M +$11.2M +457,627 +18%
SPC
19
Slate Path Capital
New York
$74M +$72.1M +2,955,000 New
Fidelity International
20
Fidelity International
Bermuda
$69M -$13.2M -540,267 -16%
Invesco
21
Invesco
Georgia
$66.9M -$126M -5,181,182 -66%
Charles Schwab
22
Charles Schwab
California
$63.4M +$1.62M +66,312 +3%
DG
23
Delek Group
Israel
$59.7M +$12.3M +505,367 +26%
Legal & General Group
24
Legal & General Group
United Kingdom
$56.8M -$2.69M -110,180 -5%
CI
25
Clal Insurance
Israel
$54.7M +$10.4M +426,016 +24%

MOS Hedge Fund Activity: Q2 2019 in Review

503 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q2 2019, worth a combined $7.45B — down 7.7% from $8.07B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of MOS and 65 opened new positions — a net loss of 31 holders — while 189 trimmed existing stakes and 180 added.

The largest buyer was Nuveen, adding an estimated $153M. The largest seller was Invesco, cutting an estimated $126M.

  • 503 institutional investors held The Mosaic Company (MOS) as of Q2 2019, down from 542 in Q1 2019.
  • Funds reported $7.45B of The Mosaic Company stock for Q2 2019, down 7.7% quarter-over-quarter.
  • 65 funds opened new The Mosaic Company positions in Q2 2019 and 96 closed out, a net change of -31 holders.
  • The largest The Mosaic Company buyer in Q2 2019 was Nuveen, an estimated $153M added.
  • The largest The Mosaic Company seller in Q2 2019 was Invesco, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2019.