Mondelez International
MDLZ
1,017 hedge funds and large institutions have $42B invested in Mondelez International in 2013 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 355 increasing their positions, 449 reducing their positions, and 67 closing their positions.
10% more capital invested
Capital invested by funds: $38.1B → $42B (+$3.88B)
4% more funds holding in top 10
Funds holding in top 10: 24 → 25 (+1)
9% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 67
0% less funds holding
Funds holding: 1,022 → 1,017 (-5)
4% less call options, than puts
Call options by funds: $306M | Put options by funds: $319M
21% less repeat investments, than reductions
Existing positions increased: 355 | Existing positions reduced: 449
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$279M |
| 2 |
O
OppenheimerFunds
New York
|
+$148M |
| 3 |
Morgan Stanley
New York
|
+$145M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$143M |
| 5 |
SC
Sculptor Capital
New York
|
+$106M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$152M |
| 2 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$139M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$128M |
| 4 |
Renaissance Technologies
New York
|
-$106M |
| 5 |
MCM
Marsico Capital Management
Denver,
Colorado
|
-$106M |
MDLZ Hedge Fund Activity: Q3 2013 in Review
1,017 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q3 2013, worth a combined $42B — up 10% from $38.1B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new MDLZ positions and 67 closed out — a net gain of 6 holders — while 355 added to existing stakes and 449 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $279M. The largest seller was BlackRock Advisors, cutting an estimated $152M.
- 1,017 institutional investors held Mondelez International (MDLZ) as of Q3 2013, down from 1,022 in Q2 2013.
- Funds reported $42B of Mondelez International stock for Q3 2013, up 10% quarter-over-quarter.
- 73 funds opened new Mondelez International positions in Q3 2013 and 67 closed out, a net change of +6 holders.
- The largest Mondelez International buyer in Q3 2013 was T. Rowe Price Associates, an estimated $279M added.
- The largest Mondelez International seller in Q3 2013 was BlackRock Advisors, an estimated $152M sold.
Based on aggregated 13F filings for Q3 2013.