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.
50% more funds holding in top 10
Funds holding in top 10: 12 → 18 (+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: 552 → 553 (+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
Top Buyers
| 1 |
Capital World Investors
Los Angeles,
California
|
+$736M |
| 2 |
Temasek Holdings
Singapore
|
+$162M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$82.5M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$61.3M |
| 5 |
KI
Koch Industries
Wichita,
Kansas
|
+$48.6M |
Top Sellers
| 1 |
First Eagle Investment Management
New York
|
-$103M |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$84.5M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$80.9M |
| 4 |
Morgan Stanley
New York
|
-$69.1M |
| 5 |
JP Morgan Chase
New York
|
-$60.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCAM
626
Boston Common Asset Management
Boston,
Massachusetts
| – | -$6K | -130 | Closed |
|
|
VIM
627
Veritas Investment Management
London,
United Kingdom
| – | -$4K | -100 | Closed |
|
|
QAM
628
QCI Asset Management
Pittsford,
New York
| – | -$3K | -65 | Closed |
|
|
ECM
629
ETrade Capital Management
Arlington,
Virginia
| – | -$2K | -49 | Closed |
|
630
Jones Financial Companies
Des Peres,
Missouri
| – | -$1K | -26 | Closed |
|
|
BBHC
631
Brown Brothers Harriman & Co
New York
| – | -$1K | -21 | Closed |
|
|
TFO
632
Tarbox Family Office
Newport Beach,
California
| – | +$139 | +3 | New |
|
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.