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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
Thrivent Financial for Lutherans
176
Thrivent Financial for Lutherans
Minnesota
$6.5M
GCG
177
Giovine Capital Group
California
$6.38M -$588K -12,676 -9%
RA
178
Royce & Associates
New York
$6.22M -$928K -20,000 -13%
AT
179
Acadia Trust
Maine
$6.15M +$64.8K +1,397 +1%
HighTower Advisors
180
HighTower Advisors
Illinois
$6.08M +$4.96M +106,982 +494%
Public Sector Pension Investment Board (PSP Investments)
181
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6M +$622K +13,400 +12%
PP
182
Patten & Patten
Tennessee
$5.98M +$380K +8,185 +7%
Comerica Bank
183
Comerica Bank
Texas
$5.92M -$881K -18,997 -13%
SLF
184
Sun Life Financial
Ontario, Canada
$5.92M -$1.74M -37,575 -23%
TSU
185
TD Securities (USA)
New York
$5.68M +$167K +3,597 +3%
IRF
186
IBM Retirement Fund
New York
$5.66M -$230K -4,949 -4%
PAAMCP
187
Pacific Alternative Asset Management Company (PAAMCO)
California
$5.6M +$4.3M +92,600 +359%
BP
188
Banyan Partners
Florida
$5.21M +$781K +16,841 +18%
AI
189
Ariel Investments
Illinois
$5.2M +$2.54M +54,835 +99%
MBTD
190
Mechanics Bank - Trust Department
California
$5.19M -$207K -4,470 -4%
CCMH
191
Cornerstone Capital Management Holdings
New York
$5.12M -$461K -9,935 -8%
ProShare Advisors
192
ProShare Advisors
Maryland
$5.1M +$2.59M +55,786 +107%
SP
193
Sarasin & Partners
United Kingdom
$5.07M
AC
194
AFAM Capital
Texas
$5.06M +$136K +2,925 +3%
BHCM
195
Brevan Howard Capital Management
Jersey
$5.05M +$351K +7,572 +8%
USAA
196
United Services Automobile Association
Texas
$4.92M +$120K +2,580 +3%
SC
197
Saiers Capital
New York
$4.8M +$4.71M +101,500 New
KCM
198
Kempner Capital Management
Texas
$4.65M -$209K -4,500 -4%
GT
199
Glenmede Trust
Pennsylvania
$4.61M -$1.07M -23,001 -19%
ASRS
200
Arizona State Retirement System
Arizona
$4.6M -$125K -2,700 -3%

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.