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The Mosaic Company

445 hedge funds and large institutions have $5.98B invested in The Mosaic Company in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 178 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less call options, than puts

Call options by funds: $80.4M | Put options by funds: $83.1M

1.58% less ownership

Funds ownership: 77.21%75.63% (-1.6%)

11% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 178

12% less funds holding

Funds holding: 503445 (-58)

20% less capital invested

Capital invested by funds: $7.45B → $5.98B (-$1.47B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

59% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 94

Holders
445
Holders Change
-58
Holders Change %
-11.53%
% of All Funds
9.76%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.13%
New
39
Increased
158
Reduced
178
Closed
94
Calls
$80.4M
Puts
$83.1M
Net Calls
-$2.68M
Net Calls Change
-$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$794M -$29.4M -1,347,769 -3%
BlackRock
2
BlackRock
New York
$501M +$6.17M +283,265 +1%
Boston Partners
3
Boston Partners
Massachusetts
$422M +$71.8M +3,296,438 +19%
State Street
4
State Street
Massachusetts
$412M +$11.4M +521,591 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$291M +$20M +919,859 +7%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$242M -$5.96M -273,773 -2%
Citadel Advisors
7
Citadel Advisors
Florida
$207M +$5.22M +239,687 +2%
Norges Bank
8
Norges Bank
Norway
$199M +$32.9M +1,509,282 +18%
N
9
Nuveen
North Carolina
$149M +$21.5M +987,770 +16%
Northern Trust
10
Northern Trust
Illinois
$128M -$20M -920,079 -13%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$123M -$616K -28,270 -0.5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$111M +$3.88M +177,988 +3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$108M +$24.4M +1,119,596 +27%
Ameriprise
14
Ameriprise
Minnesota
$102M +$96.6M +4,436,648 +751%
Capital International Investors
15
Capital International Investors
California
$101M -$1.22K -56 -0%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$92.9M -$3.75M -172,238 -4%
SPC
17
Slate Path Capital
New York
$86.7M +$27.8M +1,275,000 +43%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$81.2M -$2.26M -103,975 -3%
Deutsche Bank
19
Deutsche Bank
Germany
$69M +$7.38M +339,043 +11%
AAMU
20
Amundi Asset Management US
Massachusetts
$67M +$47.4M +2,176,208 +200%
Invesco
21
Invesco
Georgia
$58.3M +$3.76M +172,582 +6%
Fidelity International
22
Fidelity International
Bermuda
$53.9M -$2.76M -126,677 -5%
Charles Schwab
23
Charles Schwab
California
$53.8M +$1.98M +90,771 +4%
Legal & General Group
24
Legal & General Group
United Kingdom
$47.2M +$646K +29,650 +1%
TSW
25
Thompson Siegel & Walmsley
Virginia
$42.6M +$45.2M +2,077,254 New

MOS Hedge Fund Activity: Q3 2019 in Review

445 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2019, worth a combined $5.98B — down 20% from $7.45B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of MOS and 39 opened new positions — a net loss of 55 holders — while 178 trimmed existing stakes and 158 added.

The largest buyer was Ameriprise, adding an estimated $96.6M. The largest seller was Ninety One (UK), exiting entirely with an estimated $124M sold.

  • 445 institutional investors held The Mosaic Company (MOS) as of Q3 2019, down from 503 in Q2 2019.
  • Funds reported $5.98B of The Mosaic Company stock for Q3 2019, down 20% quarter-over-quarter.
  • 39 funds opened new The Mosaic Company positions in Q3 2019 and 94 closed out, a net change of -55 holders.
  • The largest The Mosaic Company buyer in Q3 2019 was Ameriprise, an estimated $96.6M added.
  • The largest The Mosaic Company seller in Q3 2019 was Ninety One (UK), an estimated $124M sold.

Based on aggregated 13F filings for Q3 2019.