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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
BO
401
Bank OZK
Arkansas
$429K +$5.24K +110 +1%
FMB
402
Field & Main Bank
Kentucky
$417K +$67.9K +1,425 +21%
Daiwa Securities Group
403
Daiwa Securities Group
Japan
$415K -$19.1K -400 -5%
CNB
404
City National Bank
California
$413K -$498K -10,455 -56%
PAM
405
PartnerRe Asset Management
Connecticut
$410K -$476 -10 -0.1%
BCI
406
Brinker Capital Investments
Pennsylvania
$410K +$4.05K +85 +1%
SFPIA
407
Stevens First Principles Investment Advisors
California
$410K +$45.3K +950 +13%
CCFCSB
408
Cape Cod Five Cents Savings Bank
Massachusetts
$400K
MCM
409
Moore Capital Management
New York
$400K +$381K +8,000 New
CAM
410
Cypress Asset Management
Texas
$397K -$65.8K -1,381 -15%
EOJOAM
411
E. Ohman J:or Asset Management
Sweden
$395K
RHBC
412
R.H. Bluestein & Co
Michigan
$393K -$20.9M -438,365 -98%
CFMC
413
Curbstone Financial Management Corp
New Hampshire
$386K +$368K +7,725 New
William Blair & Company
414
William Blair & Company
Illinois
$385K +$63.1K +1,325 +21%
M&T Bank
415
M&T Bank
New York
$380K -$14.4K -302 -4%
AB
416
Amalgamated Bank
New York
$369K -$6.67K -140 -2%
MC
417
Moors & Cabot
Massachusetts
$369K +$352K +7,385 New
LIA
418
LS Investment Advisors
Michigan
$361K +$123K +2,590 +56%
CI
419
Conning Inc
Connecticut
$357K +$57.6K +1,210 +20%
MIU
420
Man Investments (UK)
United Kingdom
$357K +$340K +7,135 New
OMCS
421
Old Mutual Customised Solutions
South Africa
$350K +$171K +3,600 +106%
Toronto Dominion Bank
422
Toronto Dominion Bank
Ontario, Canada
$349K -$19.8K -416 -6%
V
423
Veritable
Delaware
$339K -$123K -2,575 -27%
CC
424
ClearArc Capital
Ohio
$336K +$17.5K +368 +6%
AIP
425
Ameritas Investment Partners
Nebraska
$335K -$24.3K -511 -7%

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.