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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
Janney Montgomery Scott
276
Janney Montgomery Scott
Pennsylvania
$9.91M +$531K +11,981 +5%
LIC
277
Lodestar Investment Counsel
Illinois
$9.88M -$98.7K -2,228 -1%
NIPH
278
NN Investment Partners Holdings
Netherlands
$9.65M -$399K -9,002 -4%
NIMI
279
Natixis Investment Managers International
France
$9.61M +$42.3K +954 +0.4%
ORI
280
Oak Ridge Investments
Illinois
$9.57M +$1.08M +24,421 +12%
BAM
281
Berkshire Asset Management
Pennsylvania
$9.54M -$74.4K -1,679 -0.8%
DnB Asset Management
282
DnB Asset Management
Norway
$9.35M +$1.6M +36,100 +20%
BC
283
Brookfield Corp
Ontario, Canada
$9.34M -$2.69M -60,620 -22%
BNP Paribas Asset Management
284
BNP Paribas Asset Management
France
$9.26M -$24.4M -550,425 -72%
ZIG
285
Zurich Insurance Group
Switzerland
$9.24M +$155K +3,508 +2%
PL
286
Parthenon LLC
Kentucky
$9.16M -$109K -2,450 -1%
MSA
287
Mason Street Advisors
Wisconsin
$9.09M -$13.4K -303 -0.1%
AIA
288
Avalon Investment & Advisory
Texas
$9.06M +$9.32M +210,345 New
IIM
289
Ivory Investment Management
New York
$8.94M +$9.19M +207,456 New
Janus Henderson Group
290
Janus Henderson Group
United Kingdom
$8.69M +$84.2K +1,900 +1%
TH
291
TCTC Holdings
Texas
$8.66M
CI
292
Capital International
California
$8.65M +$244K +5,500 +3%
SDIC
293
South Dakota Investment Council
South Dakota
$8.47M
HPC
294
HM Payson & Co
Maine
$8.35M -$129K -2,906 -1%
WMSA
295
Weiss Multi-Strategy Advisers
New York
$8.29M +$2.65M +59,770 +45%
SF
296
Synovus Financial
Georgia
$8.27M -$888K -20,028 -9%
KLWA
297
Kelly Lawrence W & Associates
California
$8.25M +$165K +3,720 +2%
Baird Financial Group
298
Baird Financial Group
Wisconsin
$8.2M -$3.08M -69,573 -27%
SC
299
Scotia Capital
Ontario, Canada
$8.17M -$1.71M -38,527 -17%
PCM
300
Palisade Capital Management
New Jersey
$8.14M +$738K +16,653 +10%

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.