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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
Lazard Asset Management
101
Lazard Asset Management
New York
$18.8M -$264K -5,539 -1%
ALA
102
Atherton Lane Advisers
California
$18.6M -$232K -4,878 -1%
PDM
103
Penn Davis McFarland
Texas
$17.7M +$1.18M +24,860 +8%
FGP
104
Foyston, Gordon, & Payne
Ontario, Canada
$17.3M -$3.69M -77,459 -18%
TA
105
Teachers Advisors
New York
$17.2M +$790K +16,589 +5%
CI
106
Capital International
California
$17.2M +$281K +5,900 +2%
APG Asset Management
107
APG Asset Management
Netherlands
$16.6M +$2.07M +43,507 +15%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$16.6M -$4.91M -102,982 -24%
BJ
109
BlackRock Japan
Japan
$16.6M -$393K -8,260 -2%
KG
110
Killen Group
Pennsylvania
$16.5M +$3.1M +65,000 +24%
VAM
111
Vermillion Asset Management
New York
$16.5M +$15.7M +329,500 New
Los Angeles Capital Management
112
Los Angeles Capital Management
California
$15.7M -$416K -8,725 -3%
CBOA
113
Commonwealth Bank of Australia
Australia
$15.5M +$6.57M +137,971 +81%
Wells Fargo
114
Wells Fargo
California
$15.2M -$4.75M -99,644 -25%
Swiss National Bank
115
Swiss National Bank
Switzerland
$14.4M -$1.37M -28,700 -9%
Credit Agricole
116
Credit Agricole
France
$13.8M -$1.56M -32,851 -11%
Nordea Investment Management
117
Nordea Investment Management
Sweden
$12.8M +$10.8M +226,765 +792%
PPA
118
Parametric Portfolio Associates
Washington
$12.7M +$1.23M +25,797 +11%
CIS
119
Capital International Sarl
California
$12.5M
Citadel Advisors
120
Citadel Advisors
Florida
$12.4M +$4.33M +90,807 +58%
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$12.3M -$1.32M -27,677 -10%
BA
122
BlackRock Advisors
Delaware
$12.2M -$525K -11,028 -4%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.9M -$944K -19,822 -8%
Aviva
124
Aviva
United Kingdom
$11.2M +$162K +3,410 +2%
MLICM
125
Metropolitan Life Insurance Company (MetLife)
New York
$10.3M -$200K -4,208 -2%

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.