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The Mosaic Company
MOS

529 hedge funds and large institutions have $13B invested in The Mosaic Company in 2014 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 170 increasing their positions, 205 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 60

4% more call options, than puts

Call options by funds: $214M | Put options by funds: $207M

2% more capital invested

Capital invested by funds: $12.8B → $13B (+$262M)

1% more funds holding

Funds holding: 525 → 529 (+4)

0.22% more ownership

Funds ownership: 84.47% → 84.69% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

17% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 205

Holders
529
Holders Change
+4
Holders Change %
+0.76%
% of All Funds
14.11%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
72
Increased
170
Reduced
205
Closed
60
Calls
$214M
Puts
$207M
Net Calls
+$7.49M
Net Calls Change
-$2.78M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$396M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$112M
3
Two Sigma Investments
Two Sigma Investments
New York
+$97.7M
4
American Century Companies
American Century Companies
Missouri
+$85M
5
KI
Koch Industries
Kansas
+$74.1M

Top Sellers

1
Temasek Holdings
Temasek Holdings
Singapore
-$354M
2
Invesco
Invesco
Georgia
-$126M
3
ARCT
Anne Ray Charitable Trust
Minnesota
-$99.1M
4
MACF
Margaret A Cargill Foundation
Minnesota
-$82.6M
5
SCP
SailingStone Capital Partners
Texas
-$78.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
476
Joel Isaacson & Co
New York
$46K – – –
RMAM
477
Raab & Moskowitz Asset Management
New Jersey
$46K +$44.3K +1,000 New
BFEC
478
Benjamin F. Edwards & Company
Missouri
$41K – – –
MFS
479
MSI Financial Services
Massachusetts
$35K -$14.8K -335 -31%
SSB
480
Sandy Spring Bank
Maryland
$34K – – –
WA
481
WealthTrust-Arizona
Arizona
$32K – – –
CFA
482
Carroll Financial Associates
North Carolina
$30K +$21.1K +476 +372%
HTHT
483
Hemenway Trust Hemenway Trust
New Hampshire
$28K +$1.68K +38 +7%
MCM
484
Manchester Capital Management
Vermont
$22K – – –
Manulife (Manufacturers Life Insurance)
485
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.5K +$390K +8,805 +2%
FNBT
486
FineMark National Bank & Trust
Florida
$19K – – –
Envestnet Asset Management
487
Envestnet Asset Management
Illinois
$18K -$130K -2,922 -88%
SF
488
Synovus Financial
Georgia
$18K – – –
VFA
489
Virtus Fund Advisers
Connecticut
$17K – – –
NFG
490
Next Financial Group
Texas
$15K -$71.4K -1,612 -83%
LNB
491
Ledyard National Bank
$14K – – –
FNBSF
492
First National Bank Sioux Falls
South Dakota
$13K +$12.4K +280 New
WF
493
WealthTrust Fairport
Ohio
$13K +$12.4K +280 New
GWS
494
Glassman Wealth Services
Virginia
$13K +$12.6K +285 New
1832 Asset Management
495
1832 Asset Management
Ontario, Canada
$12K – – –
RC
496
RegentAtlantic Capital
New Jersey
$11.3K +$11K +248 New
SNT
497
Security National Trust
West Virginia
$11K +$9.48K +214 +669%
CCMW
498
Cypress Capital Management (Wyoming)
Wyoming
$10.7K +$443K +10,000 New
EWM
499
Evercore Wealth Management
New York
$10K – – –
ASN
500
Advisory Services Network
Georgia
$10K +$8.86K +200 New
18 19
20
21 22

MOS Hedge Fund Activity: Q4 2014 in Review

529 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q4 2014, worth a combined $13B — up 2.1% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new MOS positions and 60 closed out — a net gain of 12 holders — while 170 added to existing stakes and 205 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $396M. The largest seller was Temasek Holdings, cutting an estimated $354M.

  • 529 institutional investors held The Mosaic Company (MOS) as of Q4 2014, up from 525 in Q3 2014.
  • Funds reported $13B of The Mosaic Company stock for Q4 2014, up 2.1% quarter-over-quarter.
  • 72 funds opened new The Mosaic Company positions in Q4 2014 and 60 closed out, a net change of +12 holders.
  • The largest The Mosaic Company buyer in Q4 2014 was JP Morgan Chase, an estimated $396M added.
  • The largest The Mosaic Company seller in Q4 2014 was Temasek Holdings, an estimated $354M sold.

Based on aggregated 13F filings for Q4 2014.