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7 Fertilizer Stocks Hedge Funds Love

The following commentary comes from an independent investor or market observer as part of TheStreet's guest contributor program, which is separate from the company's news coverage.

NEW YORK ( Insider Monkey) -- Agricultural chemicals companies will keep growing (pun intended) because they make chemicals that fertilize plants and feed the soil in which they grow.

As such, these companies grow with the increased food demands of the world's ever-growing population, so as long as the population is growing, these companies are growing, too, making them good investments.

The agricultural chemical companies on this list have significant hedge fund investment (i.e. over $100 million).

Mosaic (MOS - Get Report). Of the 300 or more hedge funds we track, 38 owned positions in MOS at the end of the third quarter, down from 51 at the end of the second quarter. Total hedge fund investment in the company also declined, going from $2.50 billion to $1.15 billion. The difference may be significant, but so is the total amount invested. Hedge funds invested in MOS include Michael Kaufman's MAK Capital One and Christopher C. Grisanti's Grisanti Brown & Partners.

Monsanto (MON - Get Report). There were 37 hedge funds invested in MON at the end of the third quarter, down from 44 at the end of the second quarter. Total hedge fund investment in MON also decreased. It went from $1.59 billion at the end of June to $1.36 million at the end of September. Stephen Mandel's Lone Pine Capital increased its stake in MON by +3% in the third quarter, boosting its total position in the company to $313.39 at the end of September.

CF Industries Holdings (CF - Get Report). Hedge fund investment in CF moved from $1.19 billion spread across 37 funds at the end of the second quarter to $769.96 million spread across 35 funds at the end of the third quarter. Jim Simons' Renaissance Technologies is a fan of CF. It upped its position in the company by +35% in the third quarter, finishing September with $71.10 million invested in the company.

Potash Corp Saskatchewan (POT - Get Report). There were 29 hedge funds invested in POT at the end of the third quarter compared to 44 at the end of the second quarter. Total hedge fund investment also slipped in the third quarter, moving from $1.47 billion at the end of June to $951.27 million at the end of September. Richard Chilton's Chilton Investment had $111.12 million in POT at the end of September after upping its stake in the company in the third quarter.
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AGU $84.01 0.00%
CF $28.01 0.00%
IPI $2.39 0.00%
MOS $23.58 0.00%
MON $91.25 0.00%


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