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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
NB
376
Norinchukin Bank
Japan
$602K -$3.06K -66 -0.5%
CIM
377
Confluence Investment Management
Missouri
$599K +$145K +3,133 +33%
ST
378
Semper Trust
Pennsylvania
$598K -$90.5K -1,950 -13%
CPO
379
Cerity Partners OCIO
New York
$593K +$225K +4,855 +63%
O
380
OppenheimerFunds
New York
$591K -$33.1M -714,000 -98%
KRSITF
381
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$570K -$3.2K -69 -0.6%
ABC
382
Associated Banc-Corp
Wisconsin
$562K -$21.1K -455 -4%
Cambridge Investment Research Advisors
383
Cambridge Investment Research Advisors
Iowa
$544K +$52.4K +1,130 +11%
IB
384
Intrust Bank
Kansas
$540K -$6.22K -134 -1%
BUB
385
BBVA USA Bancshares
Texas
$539K -$1.07M -23,069 -67%
SC
386
Scotia Capital
Ontario, Canada
$530K -$1.38M -29,832 -73%
NCM
387
Northroad Capital Management
New York
$527K -$87.7K -1,891 -14%
AAM
388
Advisors Asset Management
Colorado
$520K -$70.6K -1,521 -12%
NI
389
Numeric Investors
Massachusetts
$520K +$510K +11,000 New
T
390
TradeWorx
New Jersey
$519K +$264K +5,683 +107%
RC
391
Riversville Capital
Connecticut
$517K
Federated Hermes
392
Federated Hermes
Pennsylvania
$506K -$47.4K -1,021 -9%
BF
393
BOK Financial
Oklahoma
$498K +$489K +10,533 New
MCM
394
Manchester Capital Management
Vermont
$497K -$2.5K -54 -0.5%
HL
395
HeadInvest LLC
Maine
$490K
IIM
396
Intact Investment Management
Quebec, Canada
$487K
KFS
397
KMS Financial Services
Washington
$486K -$18.6K -400 -4%
TAM
398
Thornmark Asset Management
Ontario, Canada
$476K
VCM
399
Violich Capital Management
California
$475K -$18.6K -400 -4%
TNBTD
400
Trustmark National Bank Trust Department
Mississippi
$472K -$146K -3,140 -24%

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.