Mondelez International
MDLZ
1,578 hedge funds and large institutions have $60.9B invested in Mondelez International in 2019 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 602 increasing their positions, 546 reducing their positions, and 76 closing their positions.
141% more first-time investments, than exits
New positions opened: 183 | Existing positions closed: 76
10% more repeat investments, than reductions
Existing positions increased: 602 | Existing positions reduced: 546
5% more funds holding
Funds holding: 1,498 → 1,578 (+80)
0.58% less ownership
Funds ownership: 77.25% → 76.67% (-0.58%)
1% less capital invested
Capital invested by funds: $61.7B → $60.9B (-$818M)
17% less funds holding in top 10
Funds holding in top 10: 29 → 24 (-5)
42% less call options, than puts
Call options by funds: $269M | Put options by funds: $464M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$202M |
| 2 |
Parnassus Investments
San Francisco,
California
|
+$132M |
| 3 |
Lazard Asset Management
New York
|
+$113M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$112M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$105M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$804M |
| 2 |
Renaissance Technologies
New York
|
-$209M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$197M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$138M |
| 5 |
Millennium Management
New York
|
-$134M |
MDLZ Hedge Fund Activity: Q4 2019 in Review
1,578 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q4 2019, worth a combined $60.9B — down 1.3% from $61.7B a quarter earlier.
Buyers outnumbered sellers: 183 funds opened new MDLZ positions and 76 closed out — a net gain of 107 holders — while 602 added to existing stakes and 546 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $202M. The largest seller was Invesco, cutting an estimated $804M.
- 1,578 institutional investors held Mondelez International (MDLZ) as of Q4 2019, up from 1,498 in Q3 2019.
- Funds reported $60.9B of Mondelez International stock for Q4 2019, down 1.3% quarter-over-quarter.
- 183 funds opened new Mondelez International positions in Q4 2019 and 76 closed out, a net change of +107 holders.
- The largest Mondelez International buyer in Q4 2019 was JP Morgan Chase, an estimated $202M added.
- The largest Mondelez International seller in Q4 2019 was Invesco, an estimated $804M sold.
Based on aggregated 13F filings for Q4 2019.