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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
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$2.51M -$1.69M -36,392 -41%
WAM
252
World Asset Management
Michigan
$2.49M -$382K -8,230 -14%
RS
253
Robeco Schweiz
Switzerland
$2.47M -$3.45M -74,416 -59%
STC
254
SEI Trust Company
Pennsylvania
$2.46M -$6.96M -150,050 -74%
OC
255
Oppenheimer & Co
New York
$2.42M -$88.2K -1,900 -4%
SAM
256
Shell Asset Management
Netherlands
$2.38M -$1.13M -24,262 -33%
TRSOTSOK
257
Teachers Retirement System of the State of Kentucky
Kentucky
$2.38M
JGC
258
J. Goldman & Co
New York
$2.36M +$2.32M +50,000 New
RL
259
Ruffer LLP
United Kingdom
$2.36M +$2.32M +50,000 New
CR
260
Cooperatieve Rabobank
Netherlands
$2.27M -$195K -4,202 -8%
BSPF
261
British Steel Pension Fund
United Kingdom
$2.27M -$143K -3,092 -6%
BCM
262
Bluefin Capital Management
New York
$2.2M +$538K +11,589 +33%
WCM
263
Winton Capital Management
United Kingdom
$2.19M -$11.4M -246,290 -84%
JIM
264
Jupiter Investment Management
United Kingdom
$2.17M +$2.13M +46,000 New
CL
265
CFS LLC
Oklahoma
$2.17M +$4.64K +100 +0.2%
JPMIA
266
J.P. Marvel Investment Advisors
Massachusetts
$2.14M -$611K -13,170 -23%
SGC
267
South Georgia Capital
Illinois
$2.13M +$2.09M +45,000 New
QIM
268
Quantitative Investment Management
Virginia
$2.11M +$2.07M +44,700 New
SM
269
Stratton Management
Pennsylvania
$2.04M -$278K -6,000 -12%
GIA
270
Gateway Investment Advisers
Ohio
$2.03M +$283K +6,110 +17%
EAM
271
Eclectica Asset Management
United Kingdom
$1.97M +$492K +10,600 +34%
GA
272
Geneva Advisors
Illinois
$1.96M +$8.72K +188 +0.5%
PCA
273
Private Capital Advisors
Connecticut
$1.94M -$25.5K -550 -1%
Fiera Capital (Canada)
274
Fiera Capital (Canada)
Quebec, Canada
$1.94M +$715K +15,400 +60%
BKBG
275
BHF Kleinwort Benson Group
Belgium
$1.93M +$201K +4,325 +12%

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.