Mondelez International
MDLZ
1,408 hedge funds and large institutions have $44.2B invested in Mondelez International in 2018 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 492 increasing their positions, 518 reducing their positions, and 96 closing their positions.
75% more first-time investments, than exits
New positions opened: 168 | Existing positions closed: 96
42% more funds holding in top 10
Funds holding in top 10: 19 → 27 (+8)
5% more funds holding
Funds holding: 1,346 → 1,408 (+62)
0.65% more ownership
Funds ownership: 75.87% → 76.52% (+0.65%)
5% less repeat investments, than reductions
Existing positions increased: 492 | Existing positions reduced: 518
7% less capital invested
Capital invested by funds: $47.8B → $44.2B (-$3.55B)
43% less call options, than puts
Call options by funds: $276M | Put options by funds: $487M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSM
Sound Shore Management
Greenwich,
Connecticut
|
+$150M |
| 2 |
BlackRock
New York
|
+$149M |
| 3 |
UIM
USS Investment Management
London,
United Kingdom
|
+$117M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$100M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$87.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$233M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$166M |
| 3 |
Two Sigma Advisers
New York
|
-$158M |
| 4 |
SC
Sculptor Capital
New York
|
-$156M |
| 5 |
HIM
Hillhouse Investment Management
Grand Cayman,
Cayman Islands
|
-$152M |
MDLZ Hedge Fund Activity: Q4 2018 in Review
1,408 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q4 2018, worth a combined $44.2B — down 7.4% from $47.8B a quarter earlier.
Buyers outnumbered sellers: 168 funds opened new MDLZ positions and 96 closed out — a net gain of 72 holders — while 492 added to existing stakes and 518 trimmed.
The largest buyer was Sound Shore Management, opening a new position worth an estimated $150M. The largest seller was First Pacific Advisors, exiting entirely with an estimated $233M sold.
- 1,408 institutional investors held Mondelez International (MDLZ) as of Q4 2018, up from 1,346 in Q3 2018.
- Funds reported $44.2B of Mondelez International stock for Q4 2018, down 7.4% quarter-over-quarter.
- 168 funds opened new Mondelez International positions in Q4 2018 and 96 closed out, a net change of +72 holders.
- The largest Mondelez International buyer in Q4 2018 was Sound Shore Management, an estimated $150M added.
- The largest Mondelez International seller in Q4 2018 was First Pacific Advisors, an estimated $233M sold.
Based on aggregated 13F filings for Q4 2018.