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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
ID
551
Integral Derivatives
New York
– -$1.07M -24,181 Closed
Korea Investment Corp
552
Korea Investment Corp
South Korea
– -$1.05M -23,600 Closed
SIC
553
Salem Investment Counselors
North Carolina
– -$1.02M -23,050 Closed
MA
554
Montag & Associates
Georgia
– -$964K -21,700 Closed
SCM
555
Stellar Capital Management
Arizona
– -$957K -21,550 Closed
BMCMI
556
Bryn Mawr Capital Management Inc
Pennsylvania
– -$954K -21,479 Closed
CIBC World Market
557
CIBC World Market
Ontario, Canada
– -$794K -17,878 Closed
Walleye Trading
558
Walleye Trading
New York
– -$625K -14,104 Closed
Natixis Advisors
559
Natixis Advisors
Massachusetts
– -$584K -13,142 Closed
WBG
560
Wharton Business Group
Pennsylvania
– -$554K -12,484 Closed
AL
561
Airain Ltd
Guernsey
– -$492K -11,083 Closed
SSWM
562
Smith Salley Wealth Management
North Carolina
– -$485K -10,937 Closed
ANBTV
563
American National Bank & Trust (Virginia)
Virginia
– -$477K -10,754 Closed
WIC
564
Woodmont Investment Counsel
Tennessee
– -$477K -10,751 Closed
ARTA
565
A.R.T. Advisors
New York
– -$399K -8,987 Closed
KT
566
Kanaly Trust
Texas
– -$394K -8,871 Closed
BO
567
Bank OZK
Arkansas
– -$339K -7,638 Closed
CICI
568
Capital Investment Counsel Inc
North Carolina
– -$263K -5,919 Closed
BCM
569
Bluefin Capital Management
New York
– -$258K -5,818 Closed
NBC
570
Neuberger Berman Canada
Ontario, Canada
– -$253K -5,696 Closed
TNB
571
Thomasville National Bank
Georgia
– -$223K -5,031 Closed
BGIM
572
Boussard & Gavaudan Investment Management
United Kingdom
– -$219K -4,941 Closed
USGIU
573
U.S. Global Investors (USGI)
Texas
– -$204K -4,600 Closed
Schroder Investment Management Group
574
Schroder Investment Management Group
United Kingdom
– -$66.6K -1,500 Closed
OCM
575
One Capital Management
California
– -$64K -1,452 Closed
20 21 22
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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.