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The Mosaic Company

547 hedge funds and large institutions have $13.5B invested in The Mosaic Company in 2014 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 201 increasing their positions, 215 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 71

4% more capital invested

Capital invested by funds: $13B → $13.5B (+$501M)

6% less call options, than puts

Call options by funds: $267M | Put options by funds: $284M

7% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 215

1% less funds holding

Funds holding: 553547 (-6)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

13.21% less ownership

Funds ownership: 92.6%79.39% (-13%)

Holders
547
Holders Change
-6
Holders Change %
-1.08%
% of All Funds
15.8%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.46%
New
75
Increased
201
Reduced
215
Closed
71
Calls
$267M
Puts
$284M
Net Calls
-$17M
Net Calls Change
+$72M
Name Holding Trade Value Shares
Change
Change in
Stake
NRC
51
North Run Capital
Massachusetts
$44.8M
Bank of America
52
Bank of America
North Carolina
$42.3M -$20.3M -426,505 -33%
NI
53
Nuance Investments
Missouri
$41.7M +$14.2M +297,958 +56%
N
54
Natixis
France
$40.2M -$786K -16,501 -2%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$40.2M -$5.54M -116,214 -13%
EA
56
Euclid Advisors
Connecticut
$40M +$10.2M +213,640 +36%
Goldman Sachs
57
Goldman Sachs
New York
$39.9M -$32.3M -679,031 -46%
Artisan Partners
58
Artisan Partners
Wisconsin
$39.4M -$23.9M -500,900 -39%
Fidelity International
59
Fidelity International
Bermuda
$39.1M +$7.63M +160,202 +26%
JP Morgan Chase
60
JP Morgan Chase
New York
$38.8M -$39.6M -831,566 -52%
First Trust Advisors
61
First Trust Advisors
Illinois
$38.3M +$21M +441,329 +136%
CS
62
Credit Suisse
Switzerland
$37.8M -$7.06M -148,274 -16%
PAMU
63
Pictet Asset Management (UK)
United Kingdom
$37.7M +$8.81M +184,946 +32%
MWR
64
McAdams Wright Ragen
Washington
$37.3M +$1.7M +35,787 +5%
Charles Schwab
65
Charles Schwab
California
$37.2M +$1.46M +30,637 +4%
Sumitomo Mitsui Trust Group
66
Sumitomo Mitsui Trust Group
Japan
$36.6M -$956K -20,073 -3%
Prudential Financial
67
Prudential Financial
New Jersey
$36.5M +$2.43M +51,000 +8%
AllianceBernstein
68
AllianceBernstein
Tennessee
$35.7M -$520K -10,916 -2%
U
69
UBS
Switzerland
$35.5M +$1.61M +33,706 +5%
BTS
70
BB&T Securities
Virginia
$34.8M -$164K -3,450 -5%
PHS
71
Pekin Hardy Strauss
Illinois
$32.7M -$1.25M -26,219 -4%
First Manhattan
72
First Manhattan
New York
$31.1M +$735K +15,434 +3%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$29.6M -$262K -5,498 -0.9%
HA
74
Heartland Advisors
Wisconsin
$29.5M +$165K +3,457 +0.6%
TCIM
75
TIAA CREF Investment Management
New York
$29.3M -$9.94M -208,753 -26%

MOS Hedge Fund Activity: Q1 2014 in Review

547 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q1 2014, worth a combined $13.5B — up 3.9% from $13B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new MOS positions and 71 closed out — a net gain of 4 holders — while 201 added to existing stakes and 215 trimmed.

The largest buyer was Manning & Napier Advisors, opening a new position worth an estimated $285M. The largest seller was Bank of New York Mellon, cutting an estimated $99.5M.

  • 547 institutional investors held The Mosaic Company (MOS) as of Q1 2014, down from 553 in Q4 2013.
  • Funds reported $13.5B of The Mosaic Company stock for Q1 2014, up 3.9% quarter-over-quarter.
  • 75 funds opened new The Mosaic Company positions in Q1 2014 and 71 closed out, a net change of +4 holders.
  • The largest The Mosaic Company buyer in Q1 2014 was Manning & Napier Advisors, an estimated $285M added.
  • The largest The Mosaic Company seller in Q1 2014 was Bank of New York Mellon, an estimated $99.5M sold.

Based on aggregated 13F filings for Q1 2014.