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The Mosaic Company

456 hedge funds and large institutions have $4.97B invested in The Mosaic Company in 2020 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 144 increasing their positions, 186 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 50

42% more capital invested

Capital invested by funds: $3.49B → $4.97B (+$1.47B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

5% more funds holding

Funds holding: 433456 (+23)

10% less call options, than puts

Call options by funds: $98.6M | Put options by funds: $109M

1.62% less ownership

Funds ownership: 73.71%72.09% (-1.6%)

23% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 186

Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
9.2%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
77
Increased
144
Reduced
186
Closed
50
Calls
$98.6M
Puts
$109M
Net Calls
-$10.4M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$659M -$81M -4,977,095 -12%
BlackRock
2
BlackRock
New York
$454M -$39M -2,397,951 -9%
State Street
3
State Street
Massachusetts
$331M -$48.6M -2,986,045 -14%
Boston Partners
4
Boston Partners
Massachusetts
$187M -$29.3M -1,798,058 -15%
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$171M -$13.1M -804,483 -8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$161M +$14M +861,038 +11%
SPC
7
Slate Path Capital
New York
$152M +$7.24M +445,000 +6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$141M -$5.54M -340,601 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$108M -$675K -41,474 -0.7%
Northern Trust
10
Northern Trust
Illinois
$103M +$1.42M +87,055 +2%
Capital International Investors
11
Capital International Investors
California
$90M +$1.35K +83 +0%
MMH
12
Menora Mivtachim Holdings
Israel
$87.7M -$10.9M -671,013 -12%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$86.6M +$18.4M +1,129,010 +31%
DSC
14
Donald Smith & Co
New York
$85.7M -$10.6M -652,950 -12%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$75.8M -$12.8M -786,413 -16%
Invesco
16
Invesco
Georgia
$69.8M -$8.32M -510,968 -12%
Norges Bank
17
Norges Bank
Norway
$69.6M -$3.34M -205,390 -5%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$67.3M -$9.89M -607,966 -14%
N
19
Nuveen
North Carolina
$54.4M +$20.2M +1,243,084 +72%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$52.9M -$20.8M -1,279,631 -31%
KSCM
21
King Street Capital Management
New York
$51.4M +$45.8M +2,815,000 New
TSW
22
Thompson Siegel & Walmsley
Virginia
$49.4M -$34.9M -2,146,762 -44%
Charles Schwab
23
Charles Schwab
California
$49.2M -$2.1M -129,025 -5%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$42.2M +$37.6M +2,307,641 New
Russell Investments Group
25
Russell Investments Group
United Kingdom
$40.9M +$24.8M +1,521,372 +212%

MOS Hedge Fund Activity: Q3 2020 in Review

456 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2020, worth a combined $4.97B — up 42% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new MOS positions and 50 closed out — a net gain of 27 holders — while 144 added to existing stakes and 186 trimmed.

The largest buyer was King Street Capital Management, opening a new position worth an estimated $45.8M. The largest seller was Vanguard Group, cutting an estimated $81M.

  • 456 institutional investors held The Mosaic Company (MOS) as of Q3 2020, up from 433 in Q2 2020.
  • Funds reported $4.97B of The Mosaic Company stock for Q3 2020, up 42% quarter-over-quarter.
  • 77 funds opened new The Mosaic Company positions in Q3 2020 and 50 closed out, a net change of +27 holders.
  • The largest The Mosaic Company buyer in Q3 2020 was King Street Capital Management, an estimated $45.8M added.
  • The largest The Mosaic Company seller in Q3 2020 was Vanguard Group, an estimated $81M sold.

Based on aggregated 13F filings for Q3 2020.