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Agricultural chemicals (SIC 287)

Major group 28: Chemicals and allied products

Companies whose SIC industry code starts with 287. Companies with no code (SIC 0) and shell companies (SIC 9995) are left out.

As of2020 Q4
Data cover 2000 Q4 – 2020 Q4, quarterly.
Only 2 companies in the S&P 500 this quarter: the averages below rest on few pairs.

The tiles, heatmap and tables below use the industry’s S&P 500 companies.

Companies in 2020 Q4 2
Average profit weight between them 0.68

Average profit weight in the industry over time

The mean profit weight over every ordered pair of the industry’s companies, each quarter: S&P 500 companies (solid) and all companies (faded). Click a quarter to show it.

    Computed from the current data release, using every firm in the sample. Published papers used earlier releases and samples, so their figures differ slightly.

    Show the numbers

    Profit weights between the 2 largest companies, 2020 Q4

    Each cell is the profit weight of the row company’s shareholders on the column company (darker: higher). Companies are ordered so that tightly linked groups form blocks. Largest means most reported owners. Click a cell to compare the two companies.

    Mosaic Co NewC F Industries Holdin…Report
    Mosaic Co New 0.81
    C F Industries Holdings Inc 0.55

    Investors who drive it, 2020 Q4

    The investors that contribute most to the industry’s average profit weight: roughly, those holding sizeable stakes in many of its companies at once. Investor types are inferred from the forms each investor files with the SEC and are under review. Anyone filing Forms 3/4/5 counts as an insider unless they also file 13F, in which case they count as an asset manager (such as Carl Icahn).

    • Big Three
    • Asset manager
    • Non-financial blockholder
    • Activist
    • Insider
    #InvestorTypeCompanies held hereShare of the averageSEC CIKReport
    1 Vanguard Group Inc Big Three 246% 102909
    2 BlackRock Inc. Big Three 227% 1364742
    3 State Street Corp Big Three 29% 93751
    4 Bank of New York Mellon Corp Asset manager 23% 1629943
    5 FMR Llc*Fil LTD Asset manager 23% 315066
    6 Invesco LTD. Asset manager 22% 914208
    7 Geode Capital Management, LLC Asset manager 21% 1214717
    8 UBS Asset Management Americas Inc*Ubs Group AG Asset manager 21% 1610520
    9 Dimensional Fund Advisors LP Asset manager 20.9% 354204
    10 Northern Trust Corp Asset manager 20.9% 73124
    11 Capital International Inc /Ca/*Capital International Sarl*Capital International LTD /Ca/*Capital Research Global Investors*Capital World Investors*Capital International Investors*Capital Bank & Trust Co Asset manager 20.7% 732812
    12 Price T Rowe Associates Inc /MD/ Asset manager 20.7% 80255
    13 Arrowstreet Capital, Limited Partnership Asset manager 20.7% 1164508
    14 D. E. Shaw & Co., Inc. Asset manager 20.4% 1009207
    15 Adage Capital Partners GP, L.L.C. Asset manager 20.3% 1165408
    16 Charles Schwab Investment Management Inc Asset manager 20.2% 884546
    17 Clal Insurance Enterprises Holdings LTD Asset manager 20.2% 919593
    18 Citadel Advisors LLC Asset manager 20.2% 1255159
    19 Nuveen Asset Management, LLC Asset manager 20.2% 1521019
    20 Morgan Stanley Asset manager 20.1% 895421
    21 Bank of America Corp /DE/ Asset manager 20.1% 70858
    22 Deutsche Bank Ag\ Asset manager 20.1% 948046
    23 Two Sigma Advisers, LP Asset manager 20.1% 1478735
    24 Millennium Management LLC Asset manager 20.1% 1273087
    25 Legal & General Group PLC Asset manager 20.1% 764068

    The companies, 2020 Q4

    CompanyReported ownersReported ownershipSEC CIKReport
    Mosaic Co New SIC 2870 · S&P 500 50581.90%1285785
    C F Industries Holdings Inc SIC 2870 · S&P 500 47390.45%1324404

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