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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
SC
301
SouthState Corp
Florida
$8.09M +$776K +17,503 +10%
HNB
302
Huntington National Bank
Ohio
$8.09M +$346K +7,819 +4%
MOACM
303
Mutual of America Capital Management
New York
$8.05M +$201K +4,526 +2%
Creative Planning
304
Creative Planning
Kansas
$8.02M -$88.6K -1,999 -1%
BC
305
Brinker Capital
Pennsylvania
$7.99M +$2.12M +47,947 +35%
Balyasny Asset Management
306
Balyasny Asset Management
Illinois
$7.99M +$2.68M +60,376 +48%
FBB
307
Fulton Breakefield Broenniman
Maryland
$7.89M -$1.15K -26 -0%
CIBC Asset Management
308
CIBC Asset Management
Ontario, Canada
$7.89M +$106K +2,394 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
309
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.8M +$8.02M +181,038 New
BPB
310
Badgley, Phelps & Bell
Washington
$7.72M +$135K +3,052 +2%
NB
311
Norinchukin Bank
Japan
$7.64M +$235K +5,308 +3%
B
312
BP
United Kingdom
$7.63M -$709K -16,000 -8%
HIM
313
HughesLittle Investment Management
$7.47M -$2.47M -55,842 -24%
AIM
314
Achmea Investment Management
Netherlands
$7.45M +$7.66M +172,934 New
CBOA
315
Commonwealth Bank of Australia
Australia
$7.44M +$627K +14,156 +9%
Natixis Advisors
316
Natixis Advisors
Massachusetts
$7.41M +$237K +5,357 +3%
BFA
317
Beaumont Financial Advisors
Massachusetts
$7.33M +$109K +2,467 +1%
PP
318
Paloma Partners
Connecticut
$7.33M +$6.61M +149,121 +714%
WTC
319
WhitTier Trust Company
Nevada
$7.23M -$552K -12,447 -7%
MCM
320
MAI Capital Management
Ohio
$7.23M -$105K -2,364 -1%
Simplex Trading
321
Simplex Trading
Illinois
$7.03M -$518K -11,699 -7%
OPERF
322
Oregon Public Employees Retirement Fund
Oregon
$7M
WAM
323
World Asset Management
Michigan
$6.86M +$547K +12,351 +8%
NIM
324
Northeast Investment Management
Massachusetts
$6.84M +$175K +3,949 +3%
HFS
325
HL Financial Services
Kentucky
$6.81M -$244K -5,512 -3%

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.