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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
JHIU
451
Janus Henderson Investors US
Colorado
$265K -$2.1M -45,300 -89%
Creative Planning
452
Creative Planning
Kansas
$258K +$325 +7 +0.1%
JMPWA
453
JP Morgan Private Wealth Advisors
California
$253K -$368K -7,934 -60%
AL
454
Airain Ltd
Guernsey
$249K -$3M -64,560 -92%
ARMC
455
American Research & Management Company
Massachusetts
$249K -$295K -6,350 -55%
GF
456
Gerstein Fisher
New York
$248K +$37.4K +807 New
LCM
457
Laurion Capital Management
New York
$247K +$243K +5,234 New
WEC
458
Winslow Evans & Crocker
Massachusetts
$241K +$237K +5,102 New
YP
459
Yellowstone Partners
Idaho
$240K +$236K +5,084 New
RFC
460
Regions Financial Corp
Alabama
$231K -$36K -775 -14%
VDBMI
461
Van Den Berg Management I
Texas
$227K +$223K +4,801 New
Bank of Nova Scotia
462
Bank of Nova Scotia
Ontario, Canada
$222K -$4.64M -100,000 -96%
Verition Fund Management
463
Verition Fund Management
Connecticut
$221K -$122K -2,621 -36%
B
464
Baird
Wisconsin
$221K -$49.9K -1,076 -19%
LIA
465
LS Investment Advisors
Michigan
$219K +$116K +2,510 +119%
VFS
466
VSR Financial Services
Kansas
$218K +$214K +4,606 New
DVM
467
Dreman Value Management
Florida
$217K +$213K +4,592 New
Pacer Advisors
468
Pacer Advisors
Pennsylvania
$209K +$212K +4,574 New
WSTAM
469
Wilbanks Smith & Thomas Asset Management
Virginia
$208K -$45.5K -980 -18%
WTC
470
WhitTier Trust Company
Nevada
$208K
FMT
471
First Mercantile Trust
Tennessee
$201K -$121K -2,600 -38%
LSA
472
Liberty Street Advisors
New York
$201K +$197K +4,246 New
WT
473
Whittier Trust
California
$199K +$128K +2,750 +190%
TCOV
474
Trust Company of Vermont
Vermont
$195K -$61K -1,315 -24%
SSG
475
Summit Securities Group
New York
$180K +$92.8K +2,000 +111%

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.