The Mosaic Company
525 hedge funds and large institutions have $12.8B invested in The Mosaic Company in 2014 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 179 increasing their positions, 226 reducing their positions, and 69 closing their positions.
5.47% more ownership
Funds ownership: 79% → 84.47% (+5.5%)
5% more call options, than puts
Call options by funds: $208M | Put options by funds: $198M
4% less capital invested
Capital invested by funds: $13.3B → $12.8B (-$530M)
6% less funds holding
Funds holding: 557 → 525 (-32)
21% less repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 226
29% less funds holding in top 10
Funds holding in top 10: 14 → 10 (-4)
42% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$353M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$128M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$103M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$50M |
| 5 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$45.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
-$96.5M |
| 2 |
Two Sigma Investments
New York
|
-$83.6M |
| 3 |
Morgan Stanley
New York
|
-$65.3M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$50.8M |
| 5 |
VanEck Associates
New York
|
-$40.8M |
MOS Hedge Fund Activity: Q3 2014 in Review
525 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2014, worth a combined $12.8B — down 4% from $13.3B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of MOS and 40 opened new positions — a net loss of 29 holders — while 226 trimmed existing stakes and 179 added.
The largest buyer was JP Morgan Chase, adding an estimated $353M. The largest seller was Prudential plc, exiting entirely with an estimated $96.5M sold.
- 525 institutional investors held The Mosaic Company (MOS) as of Q3 2014, down from 557 in Q2 2014.
- Funds reported $12.8B of The Mosaic Company stock for Q3 2014, down 4% quarter-over-quarter.
- 40 funds opened new The Mosaic Company positions in Q3 2014 and 69 closed out, a net change of -29 holders.
- The largest The Mosaic Company buyer in Q3 2014 was JP Morgan Chase, an estimated $353M added.
- The largest The Mosaic Company seller in Q3 2014 was Prudential plc, an estimated $96.5M sold.
Based on aggregated 13F filings for Q3 2014.