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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
BCI
426
Brinker Capital Investments
Pennsylvania
$384K +$56.6K +1,219 +18%
CCFCSB
427
Cape Cod Five Cents Savings Bank
Massachusetts
$378K
M&T Bank
428
M&T Bank
New York
$374K -$93.3K -2,010 -20%
EOJOAM
429
E. Ohman J:or Asset Management
Sweden
$371K
HCM
430
Highlander Capital Management
New Jersey
$359K +$311K +6,700 +744%
BHA
431
Beech Hill Advisors
New York
$357K +$4.64K +100 +1%
AB
432
Amalgamated Bank
New York
$355K +$349K +7,514 New
Toronto Dominion Bank
433
Toronto Dominion Bank
Ontario, Canada
$346K +$276K +5,939 +427%
JG
434
Jefferies Group
New York
$345K -$5.31M -114,519 -94%
SFPIA
435
Stevens First Principles Investment Advisors
California
$342K +$7.42K +160 +2%
AIP
436
Ameritas Investment Partners
Nebraska
$341K -$645K -13,900 -66%
TNB
437
Thomasville National Bank
Georgia
$341K -$27.6K -594 -8%
AWP
438
Ascent Wealth Partners
New York
$341K +$335K +7,220 New
Macquarie Group
439
Macquarie Group
Australia
$336K +$190K +4,100 +137%
BRWA
440
B. Riley Wealth Advisors
Florida
$333K +$125K +2,700 +62%
FMB
441
Field & Main Bank
Kentucky
$327K +$321K +6,910 New
BAM
442
Burnham Asset Management
New York
$312K +$306K +6,600 New
William Blair & Company
443
William Blair & Company
Illinois
$301K +$28.1K +606 +10%
CC
444
ClearArc Capital
Ohio
$300K -$19.2K -413 -6%
CI
445
Constellation Investments
Ohio
$298K +$23.2K +500 +9%
BA
446
Bennicas & Associates
California
$293K -$69.6K -1,500 -19%
QBFM
447
QS Batterymarch Financial Management
New York
$282K -$10.2K -219 -4%
CI
448
Conning Inc
Connecticut
$280K +$12.1K +260 +5%
PAG
449
Private Advisor Group
New Jersey
$279K +$274K +5,895 New
FTIOP
450
Fiduciary Trust International of Pennsylvania
Pennsylvania
$272K -$36K -777 -12%

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.