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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
ALA
101
Atherton Lane Advisers
California
$17.8M +$389K +8,391 +2%
SFM
102
Soros Fund Management
New York
$17.5M -$44.3M -955,228 -72%
Citigroup
103
Citigroup
New York
$16.5M -$907K -19,541 -5%
BJ
104
BlackRock Japan
Japan
$16.1M -$6.77M -145,862 -30%
CI
105
Capital International
California
$16M -$1.31M -28,200 -8%
PDM
106
Penn Davis McFarland
Texas
$15.6M -$1.6M -34,530 -9%
TA
107
Teachers Advisors
New York
$15.5M -$1.17M -25,151 -7%
First Trust Advisors
108
First Trust Advisors
Illinois
$15.4M +$6.9M +148,674 +84%
Los Angeles Capital Management
109
Los Angeles Capital Management
California
$15.3M +$5.43K +117 +0%
Schroder Investment Management Group
110
Schroder Investment Management Group
United Kingdom
$15M +$5.96M +128,431 +68%
Swiss National Bank
111
Swiss National Bank
Switzerland
$15M -$223K -4,800 -1%
Credit Agricole
112
Credit Agricole
France
$14.6M -$558K -12,034 -4%
Millennium Management
113
Millennium Management
New York
$14.1M +$13.9M +299,033 New
Adage Capital Partners
114
Adage Capital Partners
Massachusetts
$14.1M +$13.8M +298,132 New
Two Sigma Investments
115
Two Sigma Investments
New York
$13.8M +$13.6M +292,666 New
American Century Companies
116
American Century Companies
Missouri
$13.8M -$80.9M -1,743,470 -86%
APG Asset Management
117
APG Asset Management
Netherlands
$13.7M -$316K -6,817 -2%
AC
118
Ascend Capital
California
$13M -$2.86M -61,576 -18%
Chevy Chase Trust
119
Chevy Chase Trust
Maryland
$13M +$159K +3,435 +1%
MME
120
Meag Munich Ergo
Germany
$12.7M +$12.3M +264,220 +4,052%
KG
121
Killen Group
Pennsylvania
$12.6M +$1.86M +40,000 +18%
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.2M -$88K -1,896 -0.7%
BA
123
BlackRock Advisors
Delaware
$12.1M +$232K +5,011 +2%
Balyasny Asset Management
124
Balyasny Asset Management
Illinois
$12M +$11.8M +254,500 New
Bessemer Group
125
Bessemer Group
New Jersey
$11.9M -$65K -1,400 -0.6%

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.