The Mosaic Company
552 hedge funds and large institutions have $10.8B invested in The Mosaic Company in 2013 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 214 increasing their positions, 188 reducing their positions, and 103 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 188
2.01% more ownership
Funds ownership: 82% → 84% (+2%)
2% less funds holding
Funds holding: 566 → 552 (-14)
11% less first-time investments, than exits
New positions opened: 92 | Existing positions closed: 103
18% less capital invested
Capital invested by funds: $13.1B → $10.8B (-$2.33B)
20% less funds holding in top 10
Funds holding in top 10: 15 → 12 (-3)
21% less call options, than puts
Call options by funds: $505M | Put options by funds: $640M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
RS Investment Management
San Francisco,
California
|
+$220M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$178M |
| 3 |
First Eagle Investment Management
New York
|
+$112M |
| 4 |
JP Morgan Chase
New York
|
+$105M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$99.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$177M |
| 2 |
GTP
Global Thematic Partners
New York
|
-$124M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$118M |
| 4 |
CI
Cambiar Investors
Denver,
Colorado
|
-$107M |
| 5 |
Jennison Associates
New York
|
-$96.4M |
MOS Hedge Fund Activity: Q3 2013 in Review
552 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q3 2013, worth a combined $10.8B — down 18% from $13.1B a quarter earlier.
Sellers outnumbered buyers: 103 funds closed out of MOS and 92 opened new positions — a net loss of 11 holders — while 188 trimmed existing stakes and 214 added.
The largest buyer was RS Investment Management, adding an estimated $220M. The largest seller was Wellington Management Group, cutting an estimated $177M.
- 552 institutional investors held The Mosaic Company (MOS) as of Q3 2013, down from 566 in Q2 2013.
- Funds reported $10.8B of The Mosaic Company stock for Q3 2013, down 18% quarter-over-quarter.
- 92 funds opened new The Mosaic Company positions in Q3 2013 and 103 closed out, a net change of -11 holders.
- The largest The Mosaic Company buyer in Q3 2013 was RS Investment Management, an estimated $220M added.
- The largest The Mosaic Company seller in Q3 2013 was Wellington Management Group, an estimated $177M sold.
Based on aggregated 13F filings for Q3 2013.