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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
MERSOM
376
Municipal Employees' Retirement System of Michigan
Michigan
$580K +$114K +2,400 +26%
WIC
377
Woodmont Investment Counsel
Tennessee
$570K +$127K +2,675 +31%
Federated Hermes
378
Federated Hermes
Pennsylvania
$543K +$7.05K +148 +1%
Natixis Advisors
379
Natixis Advisors
Massachusetts
$543K +$104K +2,178 +25%
LPL Financial
380
LPL Financial
California
$538K -$231K -4,851 -31%
MCM
381
Manchester Capital Management
Vermont
$525K
FNYS
382
First New York Securities
New York
$525K +$500K +10,500 New
VCM
383
Violich Capital Management
California
$520K +$16.7K +350 +3%
MPAM
384
Murphy Pohlad Asset Management
Minnesota
$517K +$51.4K +1,080 +12%
HCM
385
Highbridge Capital Management
New York
$516K +$492K +10,319 New
IIM
386
Intact Investment Management
Quebec, Canada
$515K
MWAC
387
Mariner Wealth Advisors (Cincinnati)
Ohio
$513K +$28.6K +600 +6%
HL
388
HeadInvest LLC
Maine
$511K -$7.14K -150 -1%
SCM
389
Saba Capital Management
New York
$500K +$476K +10,000 New
TIA
390
Trust Investment Advisors
Indiana
$495K +$16K +335 +4%
RB
391
Rodgers Brothers
Pennsylvania
$494K +$79.8K +1,675 +20%
CIBC World Market
392
CIBC World Market
Ontario, Canada
$470K -$24K -503 -5%
T
393
TradeWorx
New Jersey
$464K -$81.3K -1,707 -16%
PP
394
Paloma Partners
Connecticut
$459K -$9.11M -191,336 -95%
OWD
395
Osborn Williams & Donohoe
Ohio
$459K
KT
396
Kanaly Trust
Texas
$459K +$11K +230 +3%
KFS
397
KMS Financial Services
Washington
$454K -$57.2K -1,200 -12%
MHIC
398
Marble Harbor Investment Counsel
Massachusetts
$445K
LTFS
399
Ladenburg Thalmann Financial Services
Florida
$441K -$30K -630 -7%
RGC
400
Roberts, Glore & Co
Illinois
$440K -$25K -525 -6%

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.