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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
AG
276
Aperio Group
California
$1.91M -$1.38M -29,760 Closed
Nomura Holdings
277
Nomura Holdings
Japan
$1.86M -$5.51M -118,836 -75%
AQR Capital Management
278
AQR Capital Management
Connecticut
$1.86M -$315K -6,800 -15%
BCMU
279
BlueCrest Capital Management (UK)
Guernsey
$1.85M +$886K +19,100 +96%
DCM
280
Delta Capital Management
New Jersey
$1.82M -$64.7K -1,395 -3%
Nomura Asset Management
281
Nomura Asset Management
Japan
$1.81M -$156K -3,370 -8%
CIBC Asset Management
282
CIBC Asset Management
Ontario, Canada
$1.8M -$132K -2,836 -7%
DA
283
Dunvegan Associates
California
$1.77M -$578K -12,458 -25%
SI
284
Standard Investments
New York
$1.75M +$1.72M +37,066 New
MOACM
285
Mutual of America Capital Management
New York
$1.73M -$35.4K -762 -2%
CLOS
286
Compagnie Lombard Odier SCmA
Switzerland
$1.72M +$1.68M +36,290 New
AA
287
Apriem Advisors
California
$1.72M +$224K +4,825 +15%
LMGAM
288
Liberty Mutual Group Asset Management
Massachusetts
$1.71M +$726K +15,655 +76%
SIC
289
Salem Investment Counselors
North Carolina
$1.71M -$624K -13,450 -27%
MI
290
Markston International
New York
$1.69M -$52.4K -1,130 -3%
AAM
291
Aberdeen Asset Management
United Kingdom
$1.66M +$139K +3,000 +9%
SMDAM
292
Sumitomo Mitsui DS Asset Management
Japan
$1.65M -$118K -2,537 -7%
FBP
293
Flippin Bruce & Porter
Virginia
$1.63M -$5.34K -115 -0.3%
TCM
294
Tufton Capital Management
Maryland
$1.61M +$77K +1,660 +5%
AI
295
ArchPoint Investors
Florida
$1.6M +$4.64K +100 +0.3%
Janus Henderson Group
296
Janus Henderson Group
United Kingdom
$1.57M
RJA
297
Raymond James & Associates
Florida
$1.57M +$241K +5,186 +19%
Connor, Clark & Lunn Investment Management (CC&L)
298
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.56M +$808K +17,417 +128%
CAM
299
Capstone Asset Management
Texas
$1.55M -$720K -15,511 -32%
CL
300
Croft-Leominster
Maryland
$1.53M +$143K +3,090 +11%

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.