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The Mosaic Company

553 hedge funds and large institutions have $13B invested in The Mosaic Company in 2013 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 183 increasing their positions, 242 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

21% more capital invested

Capital invested by funds: $10.8B → $13B (+$2.25B)

8.6% more ownership

Funds ownership: 84%92.6% (+8.6%)

4% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 79

0% more funds holding

Funds holding: 552553 (+1)

20% less call options, than puts

Call options by funds: $361M | Put options by funds: $450M

24% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 242

Holders
553
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
16.05%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.52%
New
82
Increased
183
Reduced
242
Closed
79
Calls
$361M
Puts
$450M
Net Calls
-$89M
Net Calls Change
+$45.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
226
Westpac Banking Corp
Australia
$3.25M -$1.93M -41,600 -38%
MP
227
Manifold Partners
California
$3.23M +$101K +2,168 +3%
OTPPB
228
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.22M -$639K -13,764 -17%
Asset Management One
229
Asset Management One
Japan
$3.17M -$886K -19,091 -22%
OI
230
Oakbrook Investments
Illinois
$3.14M -$123K -2,650 -4%
CM
231
CoreCommodity Management
Connecticut
$3.11M +$44.4K +958 +1%
Canada Pension Plan Investment Board
232
Canada Pension Plan Investment Board
Ontario, Canada
$3.09M -$25.1M -541,287 -89%
SAMNY
233
Samsung Asset Management (New York)
New York
$3.03M +$2.09M +45,080 +236%
DILH
234
Dai-ichi Life Holdings
Japan
$2.97M -$19.9K -429 -0.7%
PIM
235
Perkins Investment Management
Illinois
$2.95M +$568K +12,245 +24%
CCA
236
Catalyst Capital Advisors
New York
$2.93M +$2.88M +62,065 New
MAA
237
Managed Account Advisors
New Jersey
$2.86M -$12.3M -264,284 -81%
State of Tennessee, Department of Treasury
238
State of Tennessee, Department of Treasury
Tennessee
$2.82M +$585K +12,600 +27%
OPERF
239
Oregon Public Employees Retirement Fund
Oregon
$2.82M +$1.05M +22,600 +61%
CCB
240
Cutter & Co Brokerage
Missouri
$2.75M +$813K +17,527 +43%
Robeco Institutional Asset Management
241
Robeco Institutional Asset Management
Netherlands
$2.73M -$3.19M -68,803 -54%
NG
242
NatWest Group
United Kingdom
$2.72M +$1.22M +26,209 +84%
WFG
243
Windsor Financial Group
Minnesota
$2.71M +$93 +2 +0%
KBC Group
244
KBC Group
Belgium
$2.68M -$99.2K -2,139 -4%
JCM
245
JD Capital Management
Connecticut
$2.68M +$209K +4,500 +9%
MSA
246
Mason Street Advisors
Wisconsin
$2.67M -$188K -4,056 -7%
CIP
247
Convergence Investment Partners
Florida
$2.63M +$360K +7,755 +16%
EIM
248
Emerson Investment Management
Massachusetts
$2.61M +$2.56M +55,225 New
Mitsubishi UFJ Asset Management
249
Mitsubishi UFJ Asset Management
Japan
$2.59M -$676K -14,576 -21%
URS
250
Utah Retirement Systems
Utah
$2.53M

MOS Hedge Fund Activity: Q4 2013 in Review

553 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q4 2013, worth a combined $13B — up 21% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new MOS positions and 79 closed out — a net gain of 3 holders — while 183 added to existing stakes and 242 trimmed.

The largest buyer was Capital World Investors, adding an estimated $736M. The largest seller was First Eagle Investment Management, cutting an estimated $103M.

  • 553 institutional investors held The Mosaic Company (MOS) as of Q4 2013, up from 552 in Q3 2013.
  • Funds reported $13B of The Mosaic Company stock for Q4 2013, up 21% quarter-over-quarter.
  • 82 funds opened new The Mosaic Company positions in Q4 2013 and 79 closed out, a net change of +3 holders.
  • The largest The Mosaic Company buyer in Q4 2013 was Capital World Investors, an estimated $736M added.
  • The largest The Mosaic Company seller in Q4 2013 was First Eagle Investment Management, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2013.