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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
CIS
126
Capital International Sarl
California
$11.8M -$2.59M -55,800 -18%
TGI
127
Tradewinds Global Investors
California
$11.8M -$339K -7,304 -3%
UCFA
128
United Capital Financial Advisors
Texas
$11.7M +$3.34M +72,002 +41%
CC
129
Carlson Capital
Texas
$11.3M +$11.1M +239,710 New
NTCOC
130
Northern Trust Company of Connecticut
Connecticut
$11.3M -$337K -7,270 -3%
PPA
131
Parametric Portfolio Associates
Washington
$10.8M +$535K +11,534 +5%
VOYA Investment Management
132
VOYA Investment Management
Georgia
$10.6M -$3.63M -78,258 -26%
Aviva
133
Aviva
United Kingdom
$10.4M +$1.83M +39,412 +22%
BCIM
134
British Columbia Investment Management
British Columbia, Canada
$10.3M -$544K -11,731 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
135
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.1M -$2.44M -52,500 -20%
MLICM
136
Metropolitan Life Insurance Company (MetLife)
New York
$9.93M +$42.9K +924 +0.4%
CC
137
Colrain Capital
Massachusetts
$9.84M -$3.67M -79,178 -28%
Hudson Bay Capital Management
138
Hudson Bay Capital Management
Connecticut
$9.83M -$9.02M -194,437 -48%
ERSOT
139
Employees Retirement System of Texas
Texas
$9.73M -$691K -14,890 -7%
CII
140
Capital International Inc
California
$9.72M -$2.16M -46,500 -18%
SO
141
STRS Ohio
Ohio
$9.72M +$445K +9,600 +5%
Retirement Systems of Alabama
142
Retirement Systems of Alabama
Alabama
$9.59M +$10.6K +228 +0.1%
Norges Bank
143
Norges Bank
Norway
$9.54M -$41.8M -899,972 -82%
PP
144
Paloma Partners
Connecticut
$9.48M +$6.98M +150,518 +301%
EWM
145
Endurance Wealth Management
Rhode Island
$9.17M +$2.01M +43,339 +29%
HI
146
Honeywell International
North Carolina
$9.12M
CIC
147
Chilton Investment Company
Connecticut
$9.07M -$3.14M -67,607 -26%
NFA
148
Nationwide Fund Advisors
Ohio
$8.9M +$3.33M +71,768 +62%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$8.67M +$2.99M +64,389 +54%
First Eagle Investment Management
150
First Eagle Investment Management
New York
$8.56M -$103M -2,224,870 -92%

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.