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Mondelez International

1,276 hedge funds and large institutions have $50.2B invested in Mondelez International in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 473 increasing their positions, 502 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 55

1% more funds holding

Funds holding: 1,2681,276 (+8)

0.1% less ownership

Funds ownership: 76.77%76.67% (-0.1%)

0% less capital invested

Capital invested by funds: $50.4B → $50.2B (-$151M)

6% less repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 502

10% less funds holding in top 10

Funds holding in top 10: 3027 (-3)

29% less call options, than puts

Call options by funds: $996M | Put options by funds: $1.39B

Holders
1,276
Holders Change
+8
Holders Change %
+0.63%
% of All Funds
31.81%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.67%
New
75
Increased
473
Reduced
502
Closed
55
Calls
$996M
Puts
$1.39B
Net Calls
-$398M
Net Calls Change
-$123M
Name Holding Trade Value Shares
Change
Change in
Stake
ABTD
251
Arvest Bank Trust Division
Oklahoma
$12.5M +$134K +2,969 +1%
RC
252
RBO & Co
California
$12.5M -$12.2K -270 -0.1%
TAM
253
Tocqueville Asset Management
New York
$12.5M +$12.2M +270,874 +1,551%
RG
254
Rathbones Group
United Kingdom
$12.4M -$273K -6,046 -2%
Public Employees Retirement Association of Colorado
255
Public Employees Retirement Association of Colorado
Colorado
$12.3M -$56.4M -1,249,955 -81%
DZ Bank
256
DZ Bank
Germany
$12.3M -$2.25M -49,948 -15%
MWNA
257
Marshall Wace North America
New York
$12.3M +$1.96M +43,429 +18%
CCM
258
Covington Capital Management
California
$12.2M +$32.3K +717 +0.3%
TMAM
259
Tokio Marine Asset Management
Japan
$12.1M +$8.45M +187,384 +200%
WB
260
WesBanco Bank
West Virginia
$12M -$8.79K -195 -0.1%
CAM
261
Capstone Asset Management
Texas
$11.8M -$338K -7,489 -3%
Public Sector Pension Investment Board (PSP Investments)
262
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.8M -$4.51M -100,100 -27%
Ninety One (UK)
263
Ninety One (UK)
United Kingdom
$11.7M +$826K +18,324 +7%
Skandinaviska Enskilda Banken (SEB)
264
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.7M -$51.4K -1,140 -0.4%
URS
265
Utah Retirement Systems
Utah
$11.6M -$221K -4,900 -2%
Fidelity International
266
Fidelity International
Bermuda
$11.5M +$1.58M +35,039 +15%
Janus Henderson Group
267
Janus Henderson Group
United Kingdom
$11.4M +$2.8M +62,189 +31%
SLAM
268
Swiss Life Asset Management
$11.3M
DILIC
269
Dai-ichi Life Insurance Company
Japan
$11.3M -$47.5K -1,054 -0.4%
Janney Montgomery Scott
270
Janney Montgomery Scott
Pennsylvania
$11.1M +$1.18M +26,158 +11%
Envestnet Asset Management
271
Envestnet Asset Management
Illinois
$11M +$165K +3,649 +1%
Robeco Institutional Asset Management
272
Robeco Institutional Asset Management
Netherlands
$11M -$26.4M -584,698 -70%
DekaBank Deutsche Girozentrale
273
DekaBank Deutsche Girozentrale
Germany
$10.8M +$168K +3,732 +2%
HC
274
Henshaw Capital
Massachusetts
$10.8M
MSV
275
MN Services Vermogensbeheer
Netherlands
$10.7M +$9.36M +207,487 +504%

MDLZ Hedge Fund Activity: Q2 2017 in Review

1,276 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q2 2017, worth a combined $50.2B — down 0.3% from $50.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new MDLZ positions and 55 closed out — a net gain of 20 holders — while 473 added to existing stakes and 502 trimmed.

The largest buyer was UBS Group, adding an estimated $579M. The largest seller was Wellington Management Group, cutting an estimated $892M.

  • 1,276 institutional investors held Mondelez International (MDLZ) as of Q2 2017, up from 1,268 in Q1 2017.
  • Funds reported $50.2B of Mondelez International stock for Q2 2017, down 0.3% quarter-over-quarter.
  • 75 funds opened new Mondelez International positions in Q2 2017 and 55 closed out, a net change of +20 holders.
  • The largest Mondelez International buyer in Q2 2017 was UBS Group, an estimated $579M added.
  • The largest Mondelez International seller in Q2 2017 was Wellington Management Group, an estimated $892M sold.

Based on aggregated 13F filings for Q2 2017.