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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
CS
51
Credit Suisse
Switzerland
$45.5M -$7.82M -176,387 -15%
PAMU
52
Pictet Asset Management (UK)
United Kingdom
$44.3M +$6.53M +147,250 +18%
Bank of America
53
Bank of America
North Carolina
$43.7M +$280K +6,323 +0.7%
Millennium Management
54
Millennium Management
New York
$43.5M +$41.8M +942,084 +9,001%
THSP
55
Taube Hodson Stonex Partners
United Kingdom
$42.9M -$1.58M -35,610 -4%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$40M -$1.5M -33,956 -4%
Two Sigma Advisers
57
Two Sigma Advisers
New York
$39.4M +$38.2M +862,740 New
Charles Schwab
58
Charles Schwab
California
$39.4M +$1.93M +43,656 +5%
APG Asset Management
59
APG Asset Management
Netherlands
$39M +$16.1M +363,921 +74%
Fidelity International
60
Fidelity International
Bermuda
$38M -$1.22M -27,536 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
61
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$36.7M +$28.1M +634,700 +377%
SG Americas Securities
62
SG Americas Securities
New York
$36.3M +$5.26M +118,786 +18%
NAMA
63
Nikko Asset Management Americas
New York
$34M -$3.7M -83,400 -10%
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$33.3M -$12.7M -285,718 -28%
State of Wisconsin Investment Board
65
State of Wisconsin Investment Board
Wisconsin
$32.7M +$677K +15,270 +2%
Goldman Sachs
66
Goldman Sachs
New York
$32.5M +$4.37M +98,550 +16%
WI
67
WBI Investments
New Jersey
$32.1M +$31.2M +703,476 New
AllianceBernstein
68
AllianceBernstein
Tennessee
$31.9M +$133K +2,991 +0.4%
PA
69
Pinnacle Associates
New York
$31.3M -$118K -2,664 -0.4%
CGT
70
Capital Guardian Trust
California
$31.2M -$53.2M -1,199,263 -64%
BTS
71
BB&T Securities
Virginia
$29.7M -$48.9K -1,103 -2%
B
72
Baird
Wisconsin
$29.5M +$28.6M +646,054 New
BIM
73
BlackRock Investment Management
Delaware
$29.4M +$345K +7,795 +1%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$29.4M +$267K +6,029 +0.9%
BA
75
BlackRock Advisors
Delaware
$29.2M +$63.3K +1,428 +0.2%
1 2
3
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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.