We are live on ! Find out more
MOS icon

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
MG
151
Markel Group
Virginia
$7.75M
CII
152
CR Intrinsic Investors
Connecticut
$7.5M +$7.15M +150,000 New
TPSF
153
Texas Permanent School Fund
Texas
$7.44M -$430K -9,025 -6%
GF
154
Gabelli Funds
New York
$7.24M -$881K -18,500 -11%
AAA
155
Adams Asset Advisors
Texas
$7.13M -$600K -12,600 -8%
SRC
156
Shufro Rose & Co
New York
$7.07M +$6.74M +141,465 New
AIG
157
American International Group
New York
$7.07M +$20K +420 +0.3%
WIC
158
Willis Investment Counsel
Georgia
$7.05M +$429K +9,005 +7%
RCM
159
Riverhead Capital Management
Delaware
$7.04M -$354K -7,440 -5%
AT
160
Acadia Trust
Maine
$6.99M +$462K +9,690 +7%
SOMRS
161
State of Michigan Retirement System
Michigan
$6.92M -$9.53K -200 -0.1%
Thrivent Financial for Lutherans
162
Thrivent Financial for Lutherans
Minnesota
$6.88M +$2.38K +50 +0%
PMAM
163
Picton Mahoney Asset Management
Ontario, Canada
$6.8M +$6.48M +136,000 New
SCI
164
S&CO Inc
Massachusetts
$6.76M +$2.26M +47,390 +54%
Citigroup
165
Citigroup
New York
$6.64M -$10.3M -215,835 -62%
Comerica Bank
166
Comerica Bank
Texas
$6.42M +$158K +3,313 +3%
PP
167
Patten & Patten
Tennessee
$6.4M +$66.7K +1,400 +1%
RA
168
Royce & Associates
New York
$6.33M -$238K -5,000 -4%
SAM
169
Scopus Asset Management
New York
$6.25M +$5.95M +125,000 New
MIM
170
Marco Investment Management
Georgia
$6.23M +$95.3K +2,000 +2%
Public Sector Pension Investment Board (PSP Investments)
171
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.21M -$133K -2,800 -2%
CRC
172
Curi RMB Capital
Illinois
$5.88M +$5.6M +117,546 New
O
173
OppenheimerFunds
New York
$5.88M +$5M +105,000 +840%
DMK
174
David M. Knott
$5.83M -$1.19M -25,000 -18%
AI
175
Ariel Investments
Illinois
$5.64M +$133K +2,800 +3%

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.