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The Mosaic Company

547 hedge funds and large institutions have $13.5B invested in The Mosaic Company in 2014 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 201 increasing their positions, 215 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 71

4% more capital invested

Capital invested by funds: $13B → $13.5B (+$501M)

6% less call options, than puts

Call options by funds: $267M | Put options by funds: $284M

7% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 215

1% less funds holding

Funds holding: 553547 (-6)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

13.21% less ownership

Funds ownership: 92.6%79.39% (-13%)

Holders
547
Holders Change
-6
Holders Change %
-1.08%
% of All Funds
15.8%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.46%
New
75
Increased
201
Reduced
215
Closed
71
Calls
$267M
Puts
$284M
Net Calls
-$17M
Net Calls Change
+$72M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
251
SIR Capital Management
New York
$2.58M +$2.45M +51,500 New
WCM
252
Winton Capital Management
United Kingdom
$2.57M +$239K +5,017 +11%
TRSOTSOK
253
Teachers Retirement System of the State of Kentucky
Kentucky
$2.52M
RL
254
Ruffer LLP
United Kingdom
$2.5M
AG
255
Aperio Group
California
$2.49M +$2.37M +49,743 New
MP
256
Manifold Partners
California
$2.47M -$902K -18,946 -28%
EAM
257
Eclectica Asset Management
United Kingdom
$2.46M +$367K +7,700 +19%
BCMU
258
BlueCrest Capital Management (UK)
Guernsey
$2.46M +$479K +10,065 +26%
JPMIA
259
J.P. Marvel Investment Advisors
Massachusetts
$2.38M +$109K +2,280 +5%
SB
260
Suntrust Banks
Georgia
$2.37M -$44.1M -926,587 -95%
WAM
261
World Asset Management
Michigan
$2.34M -$282K -5,924 -11%
Parallax Volatility Advisers
262
Parallax Volatility Advisers
California
$2.27M +$1.26M +26,444 +139%
BSPF
263
British Steel Pension Fund
United Kingdom
$2.24M -$149K -3,121 -7%
NMERB
264
New Mexico Educational Retirement Board
New Mexico
$2.23M +$2.12M +44,600 New
Janus Henderson Group
265
Janus Henderson Group
United Kingdom
$2.21M +$523K +10,979 +33%
BKBG
266
BHF Kleinwort Benson Group
Belgium
$2.17M +$130K +2,734 +7%
SM
267
Stratton Management
Pennsylvania
$2.15M
DC
268
Deere & Company
Illinois
$2.15M +$2.05M +43,004 New
Fiera Capital (Canada)
269
Fiera Capital (Canada)
Quebec, Canada
$2.14M +$88.1K +1,850 +5%
GA
270
Geneva Advisors
Illinois
$2.13M +$57.4K +1,204 +3%
LS
271
Livforsakringsbolaget Skandia
Sweden
$2.13M +$2.03M +42,670 New
LMGAM
272
Liberty Mutual Group Asset Management
Massachusetts
$2.12M +$294K +6,164 +17%
PNC Financial Services Group
273
PNC Financial Services Group
Pennsylvania
$2.1M -$532K -11,168 -21%
GIA
274
Gateway Investment Advisers
Ohio
$2.06M -$88.6K -1,859 -4%
CIBC Asset Management
275
CIBC Asset Management
Ontario, Canada
$2.03M +$122K +2,563 +7%

MOS Hedge Fund Activity: Q1 2014 in Review

547 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q1 2014, worth a combined $13.5B — up 3.9% from $13B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new MOS positions and 71 closed out — a net gain of 4 holders — while 201 added to existing stakes and 215 trimmed.

The largest buyer was Manning & Napier Advisors, opening a new position worth an estimated $285M. The largest seller was Bank of New York Mellon, cutting an estimated $99.5M.

  • 547 institutional investors held The Mosaic Company (MOS) as of Q1 2014, down from 553 in Q4 2013.
  • Funds reported $13.5B of The Mosaic Company stock for Q1 2014, up 3.9% quarter-over-quarter.
  • 75 funds opened new The Mosaic Company positions in Q1 2014 and 71 closed out, a net change of +4 holders.
  • The largest The Mosaic Company buyer in Q1 2014 was Manning & Napier Advisors, an estimated $285M added.
  • The largest The Mosaic Company seller in Q1 2014 was Bank of New York Mellon, an estimated $99.5M sold.

Based on aggregated 13F filings for Q1 2014.