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The Mosaic Company
MOS

529 hedge funds and large institutions have $13B invested in The Mosaic Company in 2014 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 170 increasing their positions, 205 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 60

4% more call options, than puts

Call options by funds: $214M | Put options by funds: $207M

2% more capital invested

Capital invested by funds: $12.8B → $13B (+$262M)

1% more funds holding

Funds holding: 525 → 529 (+4)

0.22% more ownership

Funds ownership: 84.47% → 84.69% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

17% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 205

Holders
529
Holders Change
+4
Holders Change %
+0.76%
% of All Funds
14.11%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
72
Increased
170
Reduced
205
Closed
60
Calls
$214M
Puts
$207M
Net Calls
+$7.49M
Net Calls Change
-$2.78M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$396M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$112M
3
Two Sigma Investments
Two Sigma Investments
New York
+$97.7M
4
American Century Companies
American Century Companies
Missouri
+$85M
5
KI
Koch Industries
Kansas
+$74.1M

Top Sellers

1
Temasek Holdings
Temasek Holdings
Singapore
-$354M
2
Invesco
Invesco
Georgia
-$126M
3
ARCT
Anne Ray Charitable Trust
Minnesota
-$99.1M
4
MACF
Margaret A Cargill Foundation
Minnesota
-$82.6M
5
SCP
SailingStone Capital Partners
Texas
-$78.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital World Investors
1
Capital World Investors
California
$1.09B +$3.99M +90,000 +0.4%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.03B +$396M +8,927,414 +65%
Vanguard Group
3
Vanguard Group
Pennsylvania
$779M +$16.5M +373,088 +2%
State Street
4
State Street
Massachusetts
$663M -$43M -970,454 -6%
ARCT
5
Anne Ray Charitable Trust
Minnesota
$437M -$99.1M -2,235,417 -19%
BIT
6
BlackRock Institutional Trust
California
$388M +$2.33M +52,496 +0.6%
MACF
7
Margaret A Cargill Foundation
Minnesota
$364M -$82.6M -1,864,583 -19%
Capital International Investors
8
Capital International Investors
California
$362M +$17.9M +404,100 +5%
Franklin Resources
9
Franklin Resources
California
$360M +$8.01M +180,631 +2%
Temasek Holdings
10
Temasek Holdings
Singapore
$358M -$354M -7,986,259 -50%
MNA
11
Manning & Napier Advisors
New York
$326M -$12.4M -280,033 -4%
SCP
12
SailingStone Capital Partners
Texas
$325M -$78.7M -1,775,498 -20%
GTP
13
Global Thematic Partners
New York
$275M -$16.2M -365,076 -6%
IC
14
Institutional Capital
Illinois
$240M -$7.38M -166,417 -3%
Northern Trust
15
Northern Trust
Illinois
$223M -$31.7M -716,316 -13%
BFA
16
BlackRock Fund Advisors
California
$221M +$8.36M +188,545 +4%
BG
17
BlackRock Group
United Kingdom
$191M +$9.79M +220,903 +6%
Deutsche Bank
18
Deutsche Bank
Germany
$166M -$77.8M -1,754,411 -33%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$155M +$6.51M +146,921 +5%
MAA
20
Managed Account Advisors
New Jersey
$149M +$12.1M +271,900 +9%
KI
21
Koch Industries
Kansas
$145M +$74.1M +1,672,541 +112%
First Eagle Investment Management
22
First Eagle Investment Management
New York
$128M -$33.5M -754,976 -21%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$125M +$112M +2,522,511 +1,116%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$116M +$71.3M +1,609,394 +175%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$114M -$2.62M -59,001 -2%
1
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MOS Hedge Fund Activity: Q4 2014 in Review

529 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q4 2014, worth a combined $13B — up 2.1% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new MOS positions and 60 closed out — a net gain of 12 holders — while 170 added to existing stakes and 205 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $396M. The largest seller was Temasek Holdings, cutting an estimated $354M.

  • 529 institutional investors held The Mosaic Company (MOS) as of Q4 2014, up from 525 in Q3 2014.
  • Funds reported $13B of The Mosaic Company stock for Q4 2014, up 2.1% quarter-over-quarter.
  • 72 funds opened new The Mosaic Company positions in Q4 2014 and 60 closed out, a net change of +12 holders.
  • The largest The Mosaic Company buyer in Q4 2014 was JP Morgan Chase, an estimated $396M added.
  • The largest The Mosaic Company seller in Q4 2014 was Temasek Holdings, an estimated $354M sold.

Based on aggregated 13F filings for Q4 2014.