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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
FMII
351
Farmers & Merchants Investments Inc
Nebraska
$772K +$13.3K +279 +2%
QI
352
QS Investors
New York
$771K
WCM
353
Washington Capital Management
Washington
$770K -$191K -4,000 -21%
KeyBank National Association
354
KeyBank National Association
Ohio
$768K +$14.8K +310 +2%
SGH
355
Schonfeld Group Holdings
New York
$761K +$725K +15,215 New
MTIM
356
Marathon Trading Investment Management
Pennsylvania
$760K +$724K +15,200 New
SCP
357
Sandhill Capital Partners
New York
$743K +$6.14K +129 +0.9%
CIM
358
CenturyLink Investment Management
Colorado
$726K -$60.6K -1,272 -8%
CIA
359
Choate Investment Advisors
Massachusetts
$725K -$87.5K -1,836 -11%
JGUA
360
John G. Ullman & Associates
New York
$720K -$23.8K -500 -3%
CPO
361
Cerity Partners OCIO
New York
$713K +$81.5K +1,712 +14%
NB
362
Norinchukin Bank
Japan
$701K +$61.9K +1,300 +10%
ACM
363
Avalon Capital Management
California
$693K +$661K +13,870 New
Janney Montgomery Scott
364
Janney Montgomery Scott
Pennsylvania
$681K -$867K -18,196 -57%
PI
365
Putnam Investments
Massachusetts
$681K -$21K -441 -3%
OA
366
OFI Advisors
Pennsylvania
$678K -$61.9K -1,299 -9%
IB
367
Intrust Bank
Kansas
$648K +$73.4K +1,541 +13%
CCMU
368
Cheyne Capital Management (UK)
United Kingdom
$625K +$595K +12,500 New
ACP
369
Aviance Capital Partners
Florida
$624K +$595K +12,482 New
ST
370
Semper Trust
Pennsylvania
$618K -$14.3K -300 -2%
AAM
371
Advisors Asset Management
Colorado
$595K +$42.3K +889 +8%
ABC
372
Associated Banc-Corp
Wisconsin
$594K -$476 -10 -0.1%
DL
373
Delta Lloyd
Netherlands
$590K +$128K +2,689 +30%
KRSITF
374
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$584K -$18.1K -380 -3%
Cambridge Investment Research Advisors
375
Cambridge Investment Research Advisors
Iowa
$582K +$7K +147 +1%

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.