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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
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$43.5M -$1.28M -27,558 -3%
UBS AM
52
UBS AM
Illinois
$42.8M +$666K +14,356 +2%
CS
53
Credit Suisse
Switzerland
$42.8M -$9.61M -207,180 -19%
NRC
54
North Run Capital
Massachusetts
$42.3M +$13.7M +295,000 +49%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$39.5M +$1.78M +38,300 +5%
N
56
Natixis
France
$38.8M -$37.8M -814,372 -50%
IG
57
ING Group
Netherlands
$38.7M +$11.5M +246,962 +43%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$38.7M +$1.11M +24,000 +3%
MIH
59
Madison Investment Holdings
Wisconsin
$37.9M -$9.58M -206,550 -20%
TCIM
60
TIAA CREF Investment Management
New York
$37.5M -$28.4M -612,534 -44%
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$35.3M -$1.41M -30,463 -4%
SG Americas Securities
62
SG Americas Securities
New York
$34.8M +$18.8M +404,307 +122%
BTS
63
BB&T Securities
Virginia
$34.6M -$15.1K -325 -0.4%
Wellington Management Group
64
Wellington Management Group
Massachusetts
$34.5M -$19M -408,823 -36%
AllianceBernstein
65
AllianceBernstein
Tennessee
$34.3M +$2.99M +64,391 +10%
PHAM
66
Pacific Heights Asset Management
California
$34.3M -$4.64M -100,000 -12%
Charles Schwab
67
Charles Schwab
California
$33.7M +$1.01M +21,789 +3%
MWR
68
McAdams Wright Ragen
Washington
$33.6M +$2.27M +49,013 +7%
DnB Asset Management
69
DnB Asset Management
Norway
$32.6M -$4.31M -92,820 -12%
PHS
70
Pekin Hardy Strauss
Illinois
$32.2M +$3.38M +72,855 +12%
Prudential Financial
71
Prudential Financial
New Jersey
$32.1M -$1.26M -27,050 -4%
U
72
UBS
Switzerland
$32M -$84.5M -1,821,187 -73%
Fidelity International
73
Fidelity International
Bermuda
$29.4M +$8.85M +190,819 +44%
MWNA
74
Marshall Wace North America
New York
$28.8M +$1.43M +30,919 +5%
First Manhattan
75
First Manhattan
New York
$28.6M -$521K -11,234 -2%

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.