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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
TCM
501
TD Capital Management
Tennessee
$61K +$325 +7 +0.5%
Fifth Third Bancorp
502
Fifth Third Bancorp
Ohio
$59K -$319K -6,868 -85%
JIC
503
Joel Isaacson & Co
New York
$47K
Envestnet Asset Management
504
Envestnet Asset Management
Illinois
$40K -$7.47K -161 -16%
JFA
505
JNBA Financial Advisors
Minnesota
$37K +$21.8K +470 +147%
BFEC
506
Benjamin F. Edwards & Company
Missouri
$28K +$13.9K +300 +100%
AW
507
Alpha Windward
Massachusetts
$24K -$11.8K -254 -33%
LFR
508
Lehman Financial Resources
Pennsylvania
$24K
IRS
509
Invictus RG (Singapore)
Singapore
$21K +$20.1K +434 New
HTHT
510
Hemenway Trust Hemenway Trust
New Hampshire
$20K +$19.2K +413 New
PFO
511
Pathstone Family Office
New Jersey
$19K -$213K -4,600 -92%
SFSIG
512
San Francisco Sentry Investment Group
California
$19K +$46 +1 +0.2%
CPA
513
Cowen Prime Advisors
New York
$19K +$139 +3 +0.7%
WA
514
WealthTrust-Arizona
Arizona
$19K +$13.8K +298 +292%
HI
515
Hudock Inc
Pennsylvania
$17K +$9.28K +200 +132%
Manulife (Manufacturers Life Insurance)
516
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.8K -$1.72M -37,074 -10%
MIC
517
MU Investments Company
Japan
$14K
MBT
518
Monroe Bank & Trust
Michigan
$14K +$13.9K +300 New
ST
519
Spot Trading
Illinois
$13K -$83.5K -1,800 -87%
SCM
520
Sigma Capital Management
Connecticut
$12K -$5.1K -110 -31%
PAS
521
Partnervest Advisory Services
California
$11K -$9.28K -200 -46%
EFSCE
522
Enterprise Financial Services Corp (EFSC)
Missouri
$11K -$464 -10 -4%
PTC
523
Private Trust Company
Ohio
$9K -$3.02K -65 -25%
RA
524
Rational Advisors
New York
$9K -$557 -12 -6%
ACM
525
Aviance Capital Management
Florida
$9K

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.