Mondelez International
MDLZ
1,575 hedge funds and large institutions have $62.7B invested in Mondelez International in 2020 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 580 increasing their positions, 600 reducing their positions, and 88 closing their positions.
36% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 88
12% more capital invested
Capital invested by funds: $56B → $62.7B (+$6.63B)
7% more funds holding in top 10
Funds holding in top 10: 29 → 31 (+2)
1% more funds holding
Funds holding: 1,553 → 1,575 (+22)
0.26% less ownership
Funds ownership: 76.78% → 76.52% (-0.26%)
2% less call options, than puts
Call options by funds: $321M | Put options by funds: $328M
3% less repeat investments, than reductions
Existing positions increased: 580 | Existing positions reduced: 600
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$376M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$180M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$112M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$101M |
| 5 |
Holocene Advisors
New York
|
+$89.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
-$201M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$149M |
| 3 |
LT
Lindsell Train
London,
United Kingdom
|
-$138M |
| 4 |
BlackRock
New York
|
-$130M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$114M |
MDLZ Hedge Fund Activity: Q3 2020 in Review
1,575 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q3 2020, worth a combined $62.7B — up 12% from $56B a quarter earlier.
Buyers outnumbered sellers: 120 funds opened new MDLZ positions and 88 closed out — a net gain of 32 holders — while 580 added to existing stakes and 600 trimmed.
The largest buyer was Capital World Investors, adding an estimated $376M. The largest seller was Trian Fund Management, cutting an estimated $201M.
- 1,575 institutional investors held Mondelez International (MDLZ) as of Q3 2020, up from 1,553 in Q2 2020.
- Funds reported $62.7B of Mondelez International stock for Q3 2020, up 12% quarter-over-quarter.
- 120 funds opened new Mondelez International positions in Q3 2020 and 88 closed out, a net change of +32 holders.
- The largest Mondelez International buyer in Q3 2020 was Capital World Investors, an estimated $376M added.
- The largest Mondelez International seller in Q3 2020 was Trian Fund Management, an estimated $201M sold.
Based on aggregated 13F filings for Q3 2020.