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Mondelez International

1,268 hedge funds and large institutions have $50.4B invested in Mondelez International in 2017 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 428 increasing their positions, 524 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 71

1% more funds holding

Funds holding: 1,2531,268 (+15)

0.49% more ownership

Funds ownership: 76.28%76.77% (+0.49%)

3% less capital invested

Capital invested by funds: $52.2B → $50.4B (-$1.8B)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

17% less call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.62B

18% less repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 524

Holders
1,268
Holders Change
+15
Holders Change %
+1.2%
% of All Funds
31.57%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.75%
New
100
Increased
428
Reduced
524
Closed
71
Calls
$1.34B
Puts
$1.62B
Net Calls
-$275M
Net Calls Change
+$399M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
251
Tiptree Advisors
New York
$12.1M +$917K +20,700 +8%
VanEck Associates
252
VanEck Associates
New York
$12.1M +$970K +21,895 +8%
WB
253
WesBanco Bank
West Virginia
$12M -$629K -14,191 -5%
URS
254
Utah Retirement Systems
Utah
$11.8M +$8.86K +200 +0.1%
DCM
255
Dupont Capital Management
Delaware
$11.8M +$1.56M +35,195 +15%
Skandinaviska Enskilda Banken (SEB)
256
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.7M +$162K +3,650 +1%
PAMP
257
Polar Asset Management Partners
Ontario, Canada
$11.6M +$11.9M +269,300 New
SLAM
258
Swiss Life Asset Management
$11.3M +$844K +19,050 +8%
DILIC
259
Dai-ichi Life Insurance Company
Japan
$11.3M +$267K +6,025 +2%
SCM
260
Stevens Capital Management
Pennsylvania
$11.3M +$11.6M +261,563 New
Ninety One (UK)
261
Ninety One (UK)
United Kingdom
$10.9M +$1.19M +26,818 +12%
Envestnet Asset Management
262
Envestnet Asset Management
Illinois
$10.8M -$717K -16,182 -6%
UOC
263
UBS O'Connor
Illinois
$10.8M -$13.3M -300,000 -55%
HC
264
Henshaw Capital
Massachusetts
$10.8M
IC
265
InterOcean Capital
Illinois
$10.6M +$5.07M +114,520 +87%
DekaBank Deutsche Girozentrale
266
DekaBank Deutsche Girozentrale
Germany
$10.6M -$123K -2,767 -1%
JMPWA
267
JP Morgan Private Wealth Advisors
California
$10.4M -$203K -4,579 -2%
MWNA
268
Marshall Wace North America
New York
$10.4M +$10.7M +242,135 New
HCMT
269
Highland Capital Management (Tennessee)
Tennessee
$10.4M +$4.34M +97,840 +68%
1832 Asset Management
270
1832 Asset Management
Ontario, Canada
$10.3M -$28.4M -641,013 -73%
BAPIM
271
British Airways Pensions Investment Management
United Kingdom
$10.2M +$10.5M +237,960 New
1M
272
13D Management
New York
$10.2M -$273K -6,167 -3%
OCA
273
Otter Creek Advisors
Florida
$10.1M +$1.31M +29,652 +14%
XK
274
Xact Kapitalforvaltning
Sweden
$10.1M +$407K +9,195 +4%
Fidelity International
275
Fidelity International
Bermuda
$9.96M -$775K -17,500 -7%

MDLZ Hedge Fund Activity: Q1 2017 in Review

1,268 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q1 2017, worth a combined $50.4B — down 3.5% from $52.2B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new MDLZ positions and 71 closed out — a net gain of 29 holders — while 428 added to existing stakes and 524 trimmed.

The largest buyer was BlackRock, adding an estimated $3.86B. The largest seller was Wellington Management Group, cutting an estimated $877M.

  • 1,268 institutional investors held Mondelez International (MDLZ) as of Q1 2017, up from 1,253 in Q4 2016.
  • Funds reported $50.4B of Mondelez International stock for Q1 2017, down 3.5% quarter-over-quarter.
  • 100 funds opened new Mondelez International positions in Q1 2017 and 71 closed out, a net change of +29 holders.
  • The largest Mondelez International buyer in Q1 2017 was BlackRock, an estimated $3.86B added.
  • The largest Mondelez International seller in Q1 2017 was Wellington Management Group, an estimated $877M sold.

Based on aggregated 13F filings for Q1 2017.