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The Mosaic Company

547 hedge funds and large institutions have $13.5B invested in The Mosaic Company in 2014 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 201 increasing their positions, 215 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 71

4% more capital invested

Capital invested by funds: $13B → $13.5B (+$501M)

6% less call options, than puts

Call options by funds: $267M | Put options by funds: $284M

7% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 215

1% less funds holding

Funds holding: 553547 (-6)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

13.21% less ownership

Funds ownership: 92.6%79.39% (-13%)

Holders
547
Holders Change
-6
Holders Change %
-1.08%
% of All Funds
15.8%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.46%
New
75
Increased
201
Reduced
215
Closed
71
Calls
$267M
Puts
$284M
Net Calls
-$17M
Net Calls Change
+$72M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
526
Highlander Capital Management
New Jersey
$5K -$357K -7,500 -99%
FWM
527
Focused Wealth Management
New York
$5K
HRIA
528
Haberer Registered Investment Advisor
Ohio
$5K
HR
529
Howe & Rusling
New York
$5K
WOC
530
West Oak Capital
California
$5K
WC
531
Whitnell & Co
Illinois
$5K
NES
532
New England Securities
New York
$3K +$1.29K +27 +82%
WTB
533
Washington Trust Bank
Washington
$3K +$2.62K +55 New
Walleye Trading
534
Walleye Trading
New York
$2.09K +$739K +15,516 +59%
VIA
535
Vantage Investment Advisors
Pennsylvania
$2K -$3.81K -80 -73%
CFN
536
Cordasco Financial Network
Florida
$2K
FBT
537
Founders Bank & Trust
Michigan
$2K
RFA
538
Reilly Financial Advisors
California
$2K
CFA
539
Carroll Financial Associates
North Carolina
$1K
CFS
540
Community Financial System
New York
$1K
PSC
541
Prentiss Smith & Co
Vermont
$1K
KCPG
542
Kavar Capital Partners Group
Kansas
$1K +$95 +2 +7%
CAW
543
Cornerstone Advisors (Washington)
Washington
$1K +$762 +16 New
GAM
544
Gemmer Asset Management
California
$1K +$1.1K +23 New
DAM
545
Delta Asset Management
Tennessee
$1K +$1.19K +25 New
TWA
546
TCI Wealth Advisors
Arizona
$1K +$1.19K +25 New
NIMC
547
NWQ Investment Management Company
California
-$47.5M -1,005,294 Closed
SC
548
Salzman & Co
New York
-$45.6M -964,701 Closed
SFM
549
Soros Fund Management
New York
-$17.5M -370,588 Closed
American Century Companies
550
American Century Companies
Missouri
-$13.8M -291,077 Closed

MOS Hedge Fund Activity: Q1 2014 in Review

547 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q1 2014, worth a combined $13.5B — up 3.9% from $13B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new MOS positions and 71 closed out — a net gain of 4 holders — while 201 added to existing stakes and 215 trimmed.

The largest buyer was Manning & Napier Advisors, opening a new position worth an estimated $285M. The largest seller was Bank of New York Mellon, cutting an estimated $99.5M.

  • 547 institutional investors held The Mosaic Company (MOS) as of Q1 2014, down from 553 in Q4 2013.
  • Funds reported $13.5B of The Mosaic Company stock for Q1 2014, up 3.9% quarter-over-quarter.
  • 75 funds opened new The Mosaic Company positions in Q1 2014 and 71 closed out, a net change of +4 holders.
  • The largest The Mosaic Company buyer in Q1 2014 was Manning & Napier Advisors, an estimated $285M added.
  • The largest The Mosaic Company seller in Q1 2014 was Bank of New York Mellon, an estimated $99.5M sold.

Based on aggregated 13F filings for Q1 2014.