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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
FIB
326
First Interstate Bank
Montana
$6.7M -$559K -12,621 -8%
Truist Financial
327
Truist Financial
North Carolina
$6.69M -$83.4K -1,882 -1%
NMERB
328
New Mexico Educational Retirement Board
New Mexico
$6.67M -$510K -11,500 -7%
SAM
329
Securian Asset Management
Minnesota
$6.61M -$30.4K -687 -0.4%
GD
330
Grandfield & Dodd
New York
$6.56M +$21K +475 +0.3%
SCM
331
Suffolk Capital Management
New York
$6.55M +$3.75M +84,669 +126%
FSA
332
Franklin Street Advisors
North Carolina
$6.54M +$2.68M +60,370 +66%
EWM
333
Endurance Wealth Management
Rhode Island
$6.53M +$718K +16,200 +12%
CS
334
Candriam SCA
Luxembourg
$6.51M +$569K +12,841 +9%
Federated Hermes
335
Federated Hermes
Pennsylvania
$6.27M +$1.32M +29,847 +26%
OAM
336
Oppenheimer Asset Management
New York
$6.22M +$6.39M +144,301 New
First Trust Advisors
337
First Trust Advisors
Illinois
$6.07M -$54.8M -1,237,496 -90%
ACM
338
Azimuth Capital Management
Michigan
$6.01M +$92.9K +2,096 +2%
OI
339
Oakbrook Investments
Illinois
$5.97M -$904K -20,400 -13%
BCAM
340
Boston Common Asset Management
Massachusetts
$5.97M +$947K +21,365 +18%
Jones Financial Companies
341
Jones Financial Companies
Missouri
$5.95M +$338K +7,635 +6%
LD
342
Lipe & Dalton
New York
$5.92M -$157K -3,550 -3%
BAMF
343
BI Asset Management Fondsmaeglerselskab
Denmark
$5.86M +$6.03M +136,000 New
RC
344
RegentAtlantic Capital
New Jersey
$5.85M -$470K -10,614 -7%
CANY
345
Caxton Associates (New York)
New York
$5.82M +$5.98M +135,000 New
VKH
346
Virtu KCG Holdings
New York
$5.79M +$5.34M +120,492 +859%
FMII
347
Farmers & Merchants Investments Inc
Nebraska
$5.79M +$405K +9,144 +7%
YIA
348
YHB Investment Advisors
Connecticut
$5.63M -$60.8K -1,373 -1%
Wolverine Trading
349
Wolverine Trading
Illinois
$5.59M +$3.2M +72,119 +126%
PL
350
Perpetual Ltd
Australia
$5.58M +$5.61M +126,662 New

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.