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The Mosaic Company

560 hedge funds and large institutions have $13.4B invested in The Mosaic Company in 2015 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 207 increasing their positions, 188 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 56

26% more call options, than puts

Call options by funds: $224M | Put options by funds: $178M

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

10% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 188

6% more funds holding

Funds holding: 529560 (+31)

2% more capital invested

Capital invested by funds: $13B → $13.4B (+$318M)

1.46% less ownership

Funds ownership: 84.69%83.23% (-1.5%)

Holders
560
Holders Change
+31
Holders Change %
+5.86%
% of All Funds
14.92%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
95
Increased
207
Reduced
188
Closed
56
Calls
$224M
Puts
$178M
Net Calls
+$46.2M
Net Calls Change
+$38.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.34B +$312M +6,384,245 +28%
Capital World Investors
2
Capital World Investors
California
$918M -$187M -3,833,489 -16%
Vanguard Group
3
Vanguard Group
Pennsylvania
$817M +$32.7M +669,316 +4%
State Street
4
State Street
Massachusetts
$690M +$22.6M +463,819 +3%
Franklin Resources
5
Franklin Resources
California
$460M +$103M +2,107,004 +27%
BIT
6
BlackRock Institutional Trust
California
$395M +$4.34M +88,930 +1%
Capital International Investors
7
Capital International Investors
California
$365M
MNA
8
Manning & Napier Advisors
New York
$298M -$32.7M -669,316 -9%
ARCT
9
Anne Ray Charitable Trust
Minnesota
$269M -$182M -3,734,776 -39%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$265M +$115M +2,354,187 +69%
IC
11
Institutional Capital
Illinois
$257M +$15.9M +324,947 +6%
Deutsche Bank
12
Deutsche Bank
Germany
$255M +$92.3M +1,891,828 +52%
SCP
13
SailingStone Capital Partners
Texas
$239M -$93.7M -1,920,127 -27%
Northern Trust
14
Northern Trust
Illinois
$232M +$6.58M +134,719 +3%
MACF
15
Margaret A Cargill Foundation
Minnesota
$224M -$152M -3,115,224 -39%
BFA
16
BlackRock Fund Advisors
California
$222M -$1.12M -22,877 -0.5%
GTP
17
Global Thematic Partners
New York
$222M -$59.3M -1,215,534 -20%
BG
18
BlackRock Group
United Kingdom
$188M -$5.22M -106,955 -3%
MAA
19
Managed Account Advisors
New Jersey
$172M +$22.4M +458,525 +14%
SCM
20
Shapiro Capital Management
Georgia
$157M +$71.2M +1,457,661 +75%
KI
21
Koch Industries
Kansas
$146M
Geode Capital Management
22
Geode Capital Management
Massachusetts
$129M +$15.1M +308,363 +12%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$124M -$2.66M -54,414 -2%
AL
24
AJO LP
Pennsylvania
$122M +$130M +2,654,300 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$118M +$8.98M +184,062 +8%

MOS Hedge Fund Activity: Q1 2015 in Review

560 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q1 2015, worth a combined $13.4B — up 2.4% from $13B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new MOS positions and 56 closed out — a net gain of 39 holders — while 207 added to existing stakes and 188 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $312M. The largest seller was Temasek Holdings, exiting entirely with an estimated $358M sold.

  • 560 institutional investors held The Mosaic Company (MOS) as of Q1 2015, up from 529 in Q4 2014.
  • Funds reported $13.4B of The Mosaic Company stock for Q1 2015, up 2.4% quarter-over-quarter.
  • 95 funds opened new The Mosaic Company positions in Q1 2015 and 56 closed out, a net change of +39 holders.
  • The largest The Mosaic Company buyer in Q1 2015 was JP Morgan Chase, an estimated $312M added.
  • The largest The Mosaic Company seller in Q1 2015 was Temasek Holdings, an estimated $358M sold.

Based on aggregated 13F filings for Q1 2015.