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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
Mitsubishi UFJ Trust & Banking
76
Mitsubishi UFJ Trust & Banking
Japan
$28.2M -$523K -11,278 -2%
HA
77
Heartland Advisors
Wisconsin
$27.7M +$11M +236,535 +68%
EA
78
Euclid Advisors
Connecticut
$27.7M -$513K -11,055 -2%
AC
79
Allstate Corporation
Illinois
$27.5M -$10.9M -234,089 -29%
PAMU
80
Pictet Asset Management (UK)
United Kingdom
$26.9M +$1.45M +31,281 +6%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$26.3M -$224K -4,838 -0.9%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$25.7M +$172K +3,700 +0.7%
GC
83
Guggenheim Capital
Illinois
$25.5M +$5.46M +117,683 +28%
NI
84
Nuance Investments
Missouri
$25.3M +$9.68M +208,663 +64%
AAMU
85
Amundi Asset Management US
Massachusetts
$24.9M -$26.7K -575 -0.1%
RhumbLine Advisers
86
RhumbLine Advisers
Massachusetts
$24.8M -$460K -9,922 -2%
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$24.6M +$543K +11,700 +2%
BIM
88
BlackRock Investment Management
Delaware
$23.7M -$1.15M -24,841 -5%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$23M -$849K -18,308 -4%
State of Wisconsin Investment Board
90
State of Wisconsin Investment Board
Wisconsin
$21.7M +$10.1M +218,550 +91%
RHBC
91
R.H. Bluestein & Co
Michigan
$21.1M -$605K -13,045 -3%
Ameriprise
92
Ameriprise
Minnesota
$20.9M -$1.7M -36,684 -8%
MTB
93
Mizuho Trust & Banking
Japan
$20.8M +$761K +16,397 +4%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$20.6M -$4.63M -99,720 -19%
DCM
95
Dupont Capital Management
Delaware
$20.3M +$816K +17,577 +4%
FGP
96
Foyston, Gordon, & Payne
Ontario, Canada
$20M -$81.3K -1,753 -0.4%
Principal Financial Group
97
Principal Financial Group
Iowa
$19.9M +$48.9K +1,055 +0.3%
Wells Fargo
98
Wells Fargo
California
$19.1M -$2.73M -58,901 -13%
TD Asset Management
99
TD Asset Management
Ontario, Canada
$18.9M +$218K +4,700 +1%
Lazard Asset Management
100
Lazard Asset Management
New York
$18M -$48.3M -1,041,231 -73%

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.