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
Canada Pension Plan Investment Board
176
Canada Pension Plan Investment Board
Ontario, Canada
$5.64M +$2.26M +47,367 +72%
TSU
177
TD Securities (USA)
New York
$5.56M -$428K -8,979 -7%
STB
178
S&T Bank
Pennsylvania
$5.54M +$767K +16,094 +17%
Robeco Institutional Asset Management
179
Robeco Institutional Asset Management
Netherlands
$5.52M +$2.5M +52,500 +91%
MIH
180
Madison Investment Holdings
Wisconsin
$5.5M -$33M -692,763 -86%
AC
181
AFAM Capital
Texas
$5.5M +$142K +2,989 +3%
WBC
182
Westpac Banking Corp
Australia
$5.4M +$1.88M +39,397 +57%
SP
183
Sarasin & Partners
United Kingdom
$5.36M
GT
184
Glenmede Trust
Pennsylvania
$5.32M +$419K +8,806 +9%
UCFA
185
United Capital Financial Advisors
Texas
$5.2M -$6.88M -144,411 -58%
ProShare Advisors
186
ProShare Advisors
Maryland
$5.17M -$217K -4,546 -4%
GCG
187
Giovine Capital Group
California
$5.17M -$1.5M -31,545 -23%
RS
188
Robeco Schweiz
Switzerland
$5.16M +$2.5M +52,500 +100%
HighTower Advisors
189
HighTower Advisors
Illinois
$5.1M -$1.27M -26,700 -21%
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$5.09M -$3.88M -81,556 -44%
CCMH
191
Cornerstone Capital Management Holdings
New York
$5.09M -$308K -6,471 -6%
CA
192
Commerzbank Aktiengesellschaft
Germany
$5.05M -$2.37M -49,843 -33%
Capstone Investment Advisors
193
Capstone Investment Advisors
New York
$5M +$615K +12,915 +15%
EIM
194
Emerson Investment Management
Massachusetts
$4.99M +$2.12M +44,585 +81%
RJA
195
Raymond James & Associates
Florida
$4.99M +$3.18M +66,694 +201%
BP
196
Banyan Partners
Florida
$4.9M -$581K -12,190 -11%
KCM
197
Kempner Capital Management
Texas
$4.89M -$25K -525 -0.5%
ASRS
198
Arizona State Retirement System
Arizona
$4.88M +$14.3K +300 +0.3%
SLF
199
Sun Life Financial
Ontario, Canada
$4.77M -$1.42M -29,746 -24%
USAA
200
United Services Automobile Association
Texas
$4.58M -$598K -12,557 -12%

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.