Mondelez International
MDLZ
1,350 hedge funds and large institutions have $45.5B invested in Mondelez International in 2018 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 503 increasing their positions, 530 reducing their positions, and 95 closing their positions.
0.52% less ownership
Funds ownership: 75.83% → 75.32% (-0.52%)
3% less capital invested
Capital invested by funds: $47B → $45.5B (-$1.49B)
5% less repeat investments, than reductions
Existing positions increased: 503 | Existing positions reduced: 530
5% less first-time investments, than exits
New positions opened: 90 | Existing positions closed: 95
1% less funds holding
Funds holding: 1,364 → 1,350 (-14)
12% less funds holding in top 10
Funds holding in top 10: 25 → 22 (-3)
57% less call options, than puts
Call options by funds: $311M | Put options by funds: $721M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sculptor Capital
New York
|
+$289M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$251M |
| 3 |
FPA
First Pacific Advisors
El Segundo,
California
|
+$219M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$189M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$141M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
-$443M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$421M |
| 3 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$366M |
| 4 |
Millennium Management
New York
|
-$235M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$195M |
MDLZ Hedge Fund Activity: Q2 2018 in Review
1,350 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q2 2018, worth a combined $45.5B — down 3.2% from $47B a quarter earlier.
Sellers outnumbered buyers: 95 funds closed out of MDLZ and 90 opened new positions — a net loss of 5 holders — while 530 trimmed existing stakes and 503 added.
The largest buyer was Sculptor Capital, opening a new position worth an estimated $289M. The largest seller was Parnassus Investments, cutting an estimated $443M.
- 1,350 institutional investors held Mondelez International (MDLZ) as of Q2 2018, down from 1,364 in Q1 2018.
- Funds reported $45.5B of Mondelez International stock for Q2 2018, down 3.2% quarter-over-quarter.
- 90 funds opened new Mondelez International positions in Q2 2018 and 95 closed out, a net change of -5 holders.
- The largest Mondelez International buyer in Q2 2018 was Sculptor Capital, an estimated $289M added.
- The largest Mondelez International seller in Q2 2018 was Parnassus Investments, an estimated $443M sold.
Based on aggregated 13F filings for Q2 2018.