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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
BRWA
526
B. Riley Wealth Advisors
Florida
$227 -$37.7K -850 -15%
N
527
Natixis
France
– -$35.3M -795,807 Closed
EA
528
Euclid Advisors
Connecticut
– -$29.7M -668,053 Closed
NI
529
Nuance Investments
Missouri
– -$29.3M -660,466 Closed
Renaissance Technologies
530
Renaissance Technologies
New York
– -$25.8M -580,200 Closed
O
531
OppenheimerFunds
New York
– -$16.7M -376,325 Closed
Jacobs Levy Equity Management
532
Jacobs Levy Equity Management
New Jersey
– -$11.6M -260,160 Closed
D.E. Shaw & Co
533
D.E. Shaw & Co
New York
– -$9.7M -218,963 Closed
AT
534
Acadia Trust
Maine
– -$6.75M -152,085 Closed
GRP
535
Geologic Resource Partners
Massachusetts
– -$6.26M -141,000 Closed
CC
536
Cannell & Co
New York
– -$6.17M -139,000 Closed
DMK
537
David M. Knott
– -$5.18M -116,600 Closed
EIM
538
Emerson Investment Management
Massachusetts
– -$3.93M -88,495 Closed
CL
539
CFS LLC
Oklahoma
– -$3.11M -70,000 Closed
TCM
540
Twin Capital Management
Pennsylvania
– -$2.96M -66,620 Closed
SAMNY
541
Samsung Asset Management (New York)
New York
– -$2.79M -62,840 Closed
MC
542
Menta Capital
California
– -$2.66M -59,900 Closed
JIM
543
Jupiter Investment Management
United Kingdom
– -$2.41M -54,300 Closed
CL
544
Croft-Leominster
Maryland
– -$2.34M -52,745 Closed
LOAMS
545
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$2.21M -49,560 Closed
DCM
546
Dynamic Capital Management
Jersey
– -$2.01M -45,165 Closed
HCM
547
Highbridge Capital Management
New York
– -$1.65M -37,118 Closed
AQR Capital Management
548
AQR Capital Management
Connecticut
– -$1.54M -34,600 Closed
MSU
549
Maple Securities USA
New Jersey
– -$1.32M -29,764 Closed
JPMIA
550
J.P. Marvel Investment Advisors
Massachusetts
– -$1.09M -24,582 Closed
20 21
22
23 24

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.