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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
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$96.9M -$849K -18,301 -0.9%
PP
27
Prudential plc
United Kingdom
$92.3M
SCM
28
Shapiro Capital Management
Georgia
$85.1M +$6.44M +138,750 +8%
CGT
29
Capital Guardian Trust
California
$80.9M -$33.4M -719,321 -30%
JP Morgan Chase
30
JP Morgan Chase
New York
$76M -$60.1M -1,295,758 -45%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$72.2M +$29.5M +636,087 +71%
Goldman Sachs
32
Goldman Sachs
New York
$69.8M -$10.3M -221,311 -13%
CC
33
Cannell & Co
New York
$69.3M +$22M +473,300 +48%
SONJCPFA
34
State of New Jersey Common Pension Fund A
New Jersey
$65M -$23.2M -500,000 -27%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$63.6M +$16.8M +361,149 +37%
NAMA
36
Nikko Asset Management Americas
New York
$62.3M -$10.3M -221,400 -14%
Legal & General Group
37
Legal & General Group
United Kingdom
$61.8M +$67.3K +1,450 +0.1%
Artisan Partners
38
Artisan Partners
Wisconsin
$60.9M +$1.66M +35,730 +3%
Bank of America
39
Bank of America
North Carolina
$60.2M -$23.4M -504,355 -28%
ARC
40
Absolute Return Capital
Massachusetts
$55.6M +$5.49M +118,353 +11%
WA
41
Wasatch Advisors
Utah
$54.3M +$26.3M +567,041 +98%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$52.5M -$303K -6,521 -0.6%
DRZID
43
DePrince Race & Zollo Inc (DRZ)
Florida
$52.5M -$1.28M -27,600 -2%
PA
44
Pinnacle Associates
New York
$51.3M +$787K +16,954 +2%
KI
45
Koch Industries
Kansas
$49.5M +$48.6M +1,048,123 New
NIMC
46
NWQ Investment Management Company
California
$47.5M -$20.7M -445,454 -31%
SB
47
Suntrust Banks
Georgia
$46M +$908K +19,575 +2%
SC
48
Salzman & Co
New York
$45.6M +$44.8M +964,701 New
BlackRock
49
BlackRock
New York
$44.6M -$10.1M -218,446 -19%
RFC
50
Russell Frank Company
Washington
$44.2M -$12.7M -273,310 -22%

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.