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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
LP
426
LMR Partners
United Kingdom
$329K +$314K +6,587 New
BAM
427
Burnham Asset Management
New York
$325K -$4.76K -100 -2%
SSG
428
Summit Securities Group
New York
$325K +$129K +2,700 +71%
CI
429
Constellation Investments
Ohio
$320K +$4.76K +100 +2%
AGM
430
Alpine Global Management
New York
$314K +$299K +6,270 New
BRWA
431
B. Riley Wealth Advisors
Florida
$301K -$48.3K -1,013 -14%
VRS
432
Virginia Retirement Systems
Virginia
$301K +$287K +6,027 New
TNB
433
Thomasville National Bank
Georgia
$300K -$58.1K -1,219 -17%
JHIU
434
Janus Henderson Investors US
Colorado
$300K +$19.1K +400 +7%
YP
435
Yellowstone Partners
Idaho
$299K +$42.7K +897 +18%
PAG
436
Private Advisor Group
New Jersey
$294K -$1.14K -24 -0.4%
FTIOP
437
Fiduciary Trust International of Pennsylvania
Pennsylvania
$288K +$476 +10 +0.2%
BHA
438
Beech Hill Advisors
New York
$285K -$88.1K -1,850 -25%
QBFM
439
QS Batterymarch Financial Management
New York
$279K -$17.7K -371 -6%
MA
440
MUFG Americas
New York
$278K +$141K +2,963 +114%
Bank of Nova Scotia
441
Bank of Nova Scotia
Ontario, Canada
$274K +$38.2K +801 +17%
AA
442
Ancora Advisors
Ohio
$266K -$155K -3,247 -38%
QAM
443
Quantres Asset Management
Cayman Islands
$265K +$252K +5,300 New
WSTAM
444
Wilbanks Smith & Thomas Asset Management
Virginia
$256K +$33.3K +700 +16%
ARMC
445
American Research & Management Company
Massachusetts
$251K -$11.9K -250 -5%
UB
446
UMB Bank
Missouri
$248K -$20.5K -430 -8%
ECM
447
Everence Capital Management
Indiana
$246K +$234K +4,920 New
CC
448
Courier Capital
New York
$242K +$230K +4,830 New
QIM
449
Quantitative Investment Management
Virginia
$240K -$1.9M -39,900 -89%
B
450
Baird
Wisconsin
$237K +$3.57K +75 +2%

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.