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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
CFN
551
Cordasco Financial Network
Florida
$1K +$1.39K +30 New
KCPG
552
Kavar Capital Partners Group
Kansas
$1K +$1.39K +30 New
DIA
553
Denver Investment Advisors
Colorado
$721 -$1.1M -23,747 -61%
UB
554
UMB Bank
Missouri
$254
VH
555
ValueAct Holdings
California
-$24.8M -575,944 Closed
SAM
556
Southeastern Asset Management
Tennessee
-$23.2M -539,600 Closed
BIG
557
Blackthorn Investment Group
Kansas
-$10.9M -254,137 Closed
AIM
558
Atlantic Investment Management
New York
-$10.8M -250,000 Closed
FAM
559
Foundation Asset Management
New York
-$9.46M -220,000 Closed
PI
560
PGGM Investments
Netherlands
-$9.28M -215,645 Closed
DDC
561
DF Dent & Co
Maryland
-$7.42M -172,449 Closed
CM
562
CS McKee
Pennsylvania
-$7.35M -170,900 Closed
Teacher Retirement System of Texas
563
Teacher Retirement System of Texas
Texas
-$7.31M -169,845 Closed
1832 Asset Management
564
1832 Asset Management
Ontario, Canada
-$6.39M -148,850 Closed
SH
565
SeaTown Holdings
Singapore
-$6.17M -134,500 Closed
BM
566
Bislett Management
California
-$4.95M -115,000 Closed
HBWM
567
Hollow Brook Wealth Management
New York
-$4.13M -96,093 Closed
DCM
568
DLS Capital Management
Illinois
-$3.92M -91,246 Closed
ARTA
569
A.R.T. Advisors
New York
-$3.5M -81,441 Closed
TSBJ
570
Trevor, Stewart, Burton & Jacobsen
New York
-$3.32M -77,175 Closed
PAA
571
Peregrine Asset Advisers
Oregon
-$2.96M -68,796 Closed
WAM
572
Wolverine Asset Management
Illinois
-$3.11M -67,115 Closed
SGDR
573
SPX Gestao de Recursos
Brazil
-$2.7M -62,700 Closed
PIA
574
Piedmont Investment Advisors
North Carolina
-$2.68M -62,229 Closed
SFP
575
Santa Fe Partners
New Mexico
-$2.61M -60,716 Closed

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.