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Mondelez International

1,670 hedge funds and large institutions have $64.1B invested in Mondelez International in 2020 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 595 increasing their positions, 616 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 200 | Existing positions closed: 80

6% more funds holding

Funds holding: 1,5741,670 (+96)

2% more capital invested

Capital invested by funds: $62.7B → $64.1B (+$1.47B)

0.85% less ownership

Funds ownership: 76.52%75.67% (-0.85%)

3% less repeat investments, than reductions

Existing positions increased: 595 | Existing positions reduced: 616

48% less call options, than puts

Call options by funds: $195M | Put options by funds: $374M

48% less funds holding in top 10

Funds holding in top 10: 3116 (-15)

Holders
1,670
Holders Change
+96
Holders Change %
+6.1%
% of All Funds
29.55%
Holding in Top 10
16
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-48.39%
% of All Funds
0.28%
New
200
Increased
595
Reduced
616
Closed
80
Calls
$195M
Puts
$374M
Net Calls
-$179M
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Change in
Stake
MHC
301
Meyer Handelman Company
New York
$12.6M -$927K -16,222 -7%
PMAM
302
Picton Mahoney Asset Management
Ontario, Canada
$12.3M -$3.06M -53,600 -20%
WT
303
Washington Trust
Rhode Island
$12.3M +$309K +5,410 +3%
William Blair & Company
304
William Blair & Company
Illinois
$12.2M -$7.56M -132,220 -39%
BCAM
305
Boston Common Asset Management
Massachusetts
$12.2M +$2.73M +47,741 +30%
BAM
306
Berkshire Asset Management
Pennsylvania
$12.2M +$484K +8,472 +4%
CCM
307
Covington Capital Management
California
$12.1M +$247K +4,323 +2%
SCA
308
Stillwater Capital Advisors
Pennsylvania
$12M -$51.7K -905 -0.4%
Squarepoint
309
Squarepoint
New York
$11.9M -$1.66M -29,121 -12%
BAMF
310
BI Asset Management Fondsmaeglerselskab
Denmark
$11.8M +$7.31M +127,977 +172%
Creative Planning
311
Creative Planning
Kansas
$11.8M +$557K +9,737 +5%
FSA
312
Franklin Street Advisors
North Carolina
$11.8M -$116K -2,035 -1%
PP
313
Prospector Partners
Connecticut
$11.7M -$74.3K -1,300 -0.6%
TH
314
TCTC Holdings
Texas
$11.7M -$49.3K -862 -0.4%
MSA
315
Mason Street Advisors
Wisconsin
$11.5M -$190K -3,326 -2%
CSS
316
Cubist Systematic Strategies
Connecticut
$11.4M +$11.1M +193,790 +38,758%
TMAM
317
Tokio Marine Asset Management
Japan
$11.2M -$306K -5,356 -3%
BCWM
318
Bartlett & Co Wealth Management
Ohio
$11.2M -$139K -2,431 -1%
RFA
319
Reilly Financial Advisors
California
$11.2M +$305K +5,342 +3%
BC
320
Bartlett & Co
Ohio
$11.1M -$139K -2,431 -1%
PL
321
Parthenon LLC
Kentucky
$11.1M +$61.7K +1,080 +0.6%
Jones Financial Companies
322
Jones Financial Companies
Missouri
$11M +$287K +5,016 +3%
OCAM
323
Onex Canada Asset Management
Ontario, Canada
$10.9M -$660K -11,550 -6%
SC
324
SouthState Corp
Florida
$10.8M -$468K -8,184 -4%
MLICM
325
Metropolitan Life Insurance Company (MetLife)
New York
$10.8M -$551K -9,644 -5%

MDLZ Hedge Fund Activity: Q4 2020 in Review

1,670 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q4 2020, worth a combined $64.1B — up 2.3% from $62.7B a quarter earlier.

Buyers outnumbered sellers: 200 funds opened new MDLZ positions and 80 closed out — a net gain of 120 holders — while 595 added to existing stakes and 616 trimmed.

The largest buyer was Capital World Investors, adding an estimated $229M. The largest seller was Capital International Investors, cutting an estimated $174M.

  • 1,670 institutional investors held Mondelez International (MDLZ) as of Q4 2020, up from 1,574 in Q3 2020.
  • Funds reported $64.1B of Mondelez International stock for Q4 2020, up 2.3% quarter-over-quarter.
  • 200 funds opened new Mondelez International positions in Q4 2020 and 80 closed out, a net change of +120 holders.
  • The largest Mondelez International buyer in Q4 2020 was Capital World Investors, an estimated $229M added.
  • The largest Mondelez International seller in Q4 2020 was Capital International Investors, an estimated $174M sold.

Based on aggregated 13F filings for Q4 2020.