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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
Temasek Holdings
1
Temasek Holdings
Singapore
$1.08B +$162M +3,491,878 +18%
Capital World Investors
2
Capital World Investors
California
$1.03B +$736M +15,855,000 +270%
State Street
3
State Street
Massachusetts
$713M +$13.5M +290,236 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$708M +$18.1M +390,620 +3%
ARCT
5
Anne Ray Charitable Trust
Minnesota
$558M +$548M +11,802,490 New
RIM
6
RS Investment Management
California
$515M -$15.7M -339,186 -3%
MACF
7
Margaret A Cargill Foundation
Minnesota
$465M +$457M +9,844,517 New
BIT
8
BlackRock Institutional Trust
California
$401M -$9.55M -205,933 -2%
GTP
9
Global Thematic Partners
New York
$338M -$39.5M -852,271 -11%
Capital International Investors
10
Capital International Investors
California
$297M +$61.3M +1,320,400 +27%
Northern Trust
11
Northern Trust
Illinois
$267M +$21.8M +469,026 +9%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$258M -$6.64M -143,101 -3%
IC
13
Institutional Capital
Illinois
$243M +$1.31M +28,222 +0.6%
VanEck Associates
14
VanEck Associates
New York
$203M -$10.1M -217,806 -5%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$193M +$82.5M +1,778,912 +77%
Franklin Resources
16
Franklin Resources
California
$180M -$681K -14,677 -0.4%
BG
17
BlackRock Group
United Kingdom
$176M -$11.4M -244,965 -6%
Deutsche Bank
18
Deutsche Bank
Germany
$162M -$23.7M -510,391 -13%
BFA
19
BlackRock Fund Advisors
California
$148M +$4.85M +104,594 +3%
Invesco
20
Invesco
Georgia
$138M -$2.54M -54,729 -2%
Morgan Stanley
21
Morgan Stanley
New York
$127M -$69.1M -1,488,588 -36%
GVI
22
Green Valley Investors
Delaware
$123M
Geode Capital Management
23
Geode Capital Management
Massachusetts
$116M +$5.4M +116,443 +5%
SCA
24
SAC Capital Advisors
Connecticut
$115M -$15.9M -343,579 -12%
Barclays
25
Barclays
United Kingdom
$106M +$4.15M +89,449 +4%

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.