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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
WA
476
WFG Advisors
Texas
$165K +$160K +3,457 +13,828%
OMCS
477
Old Mutual Customised Solutions
South Africa
$161K
FAM
478
Fred Alger Management
New York
$157K +$3.25K +70 +2%
PG
479
PEAK6 Group
Illinois
$138K +$135K +2,916 New
Northwestern Mutual Wealth Management
480
Northwestern Mutual Wealth Management
Wisconsin
$131K -$17.8K -383 -12%
GIS
481
Guardian Investor Services
New York
$129K +$23.8K +512 +23%
TSW
482
Thompson Siegel & Walmsley
Virginia
$128K -$32.5K -700 -21%
ClearBridge Investments
483
ClearBridge Investments
New York
$123K -$16M -344,103 -99%
MA
484
MUFG Americas
New York
$123K +$121K +2,600 New
MFS
485
MSI Financial Services
Massachusetts
$119K -$30.3K -653 -21%
EWM
486
Edge Wealth Management
New York
$118K +$23.2K +500 +25%
ARMT
487
Amica Retiree Medical Trust
Rhode Island
$114K +$112K +2,418 New
MAM
488
Mizuho Asset Management
Japan
$100K +$5.24K +113 +6%
DekaBank Deutsche Girozentrale
489
DekaBank Deutsche Girozentrale
Germany
$96K +$18.6K +400 +24%
BC
490
Bartlett & Co
Ohio
$95K
GLI
491
Guardian Life Insurance
New York
$91K -$73.9K -1,593 -45%
WJA
492
Williams Jones & Associates
New York
$79K -$140K -3,025 -64%
PCM
493
Prelude Capital Management
New York
$71K +$37.1K +800 +114%
IMS
494
Index Management Solutions
Pennsylvania
$70K +$25.4K +547 +59%
HNB
495
Huntington National Bank
Ohio
$69K +$9.28K +200 +16%
ST
496
SpiderRock Trading
Illinois
$68K
WIL
497
Winifred I. Li
$67K
CTC
498
Central Trust Company
Missouri
$63K -$23.2K -500 -27%
SAMC
499
Shinko Asset Management Company
Japan
$61K -$9.28K -200 -13%
FMLI
500
Fukoku Mutual Life Insurance
Japan
$61K

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.