We are live on ! Find out more
MOS icon

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
CIBC World Market
401
CIBC World Market
Ontario, Canada
$468K +$460K +9,910 New
MWAC
402
Mariner Wealth Advisors (Cincinnati)
Ohio
$456K +$38K +820 +9%
TIA
403
Trust Investment Advisors
Indiana
$452K +$444K +9,560 New
LTFS
404
Ladenburg Thalmann Financial Services
Florida
$447K +$25.6K +551 +6%
V
405
Veritable
Delaware
$443K +$57.3K +1,235 +15%
CAM
406
Cypress Asset Management
Texas
$441K -$414K -8,913 -49%
RGC
407
Roberts, Glore & Co
Illinois
$441K -$39.4K -850 -8%
MPAM
408
Murphy Pohlad Asset Management
Minnesota
$438K +$430K +9,275 New
MERSOM
409
Municipal Employees' Retirement System of Michigan
Michigan
$435K
OWD
410
Osborn Williams & Donohoe
Ohio
$434K -$23.2K -499 -5%
DL
411
Delta Lloyd
Netherlands
$431K +$98.8K +2,130 +31%
KT
412
Kanaly Trust
Texas
$423K +$415K +8,944 New
MHIC
413
Marble Harbor Investment Counsel
Massachusetts
$421K +$413K +8,900 New
Tudor Investment Corp
414
Tudor Investment Corp
Connecticut
$417K -$96.5K -2,079 -19%
WIC
415
Woodmont Investment Counsel
Tennessee
$412K +$405K +8,726 New
Daiwa Securities Group
416
Daiwa Securities Group
Japan
$411K
DCMA
417
Daiwa Capital Markets America
New York
$411K +$404K +8,700 New
Natixis Advisors
418
Natixis Advisors
Massachusetts
$410K +$145K +3,133 +56%
AA
419
Ancora Advisors
Ohio
$405K +$398K +8,572 New
AC
420
Andromeda Capital
New York
$404K +$397K +8,549 New
BO
421
Bank OZK
Arkansas
$400K +$60.3K +1,300 +18%
NFC
422
Northeast Financial Consultants
Connecticut
$399K +$391K +8,437 New
AWA
423
AmeriServ Wealth Advisors
Pennsylvania
$395K +$387K +8,350 New
PAM
424
PartnerRe Asset Management
Connecticut
$388K -$22.2K -479 -6%
RB
425
Rodgers Brothers
Pennsylvania
$387K

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.