Mondelez International
MDLZ
1,365 hedge funds and large institutions have $47B invested in Mondelez International in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 498 increasing their positions, 521 reducing their positions, and 74 closing their positions.
49% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 74
9% more funds holding in top 10
Funds holding in top 10: 23 → 25 (+2)
2% more funds holding
Funds holding: 1,343 → 1,365 (+22)
0.27% more ownership
Funds ownership: 75.57% → 75.83% (+0.27%)
3% less capital invested
Capital invested by funds: $48.3B → $47B (-$1.33B)
4% less repeat investments, than reductions
Existing positions increased: 498 | Existing positions reduced: 521
62% less call options, than puts
Call options by funds: $318M | Put options by funds: $831M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$383M |
| 2 |
JP Morgan Chase
New York
|
+$301M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$205M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$200M |
| 5 |
Millennium Management
New York
|
+$142M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
-$1.03B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$476M |
| 3 |
PSCM
Pershing Square Capital Management
New York
|
-$308M |
| 4 |
Nomura Holdings
Tokyo,
Japan
|
-$239M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$234M |
MDLZ Hedge Fund Activity: Q1 2018 in Review
1,365 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q1 2018, worth a combined $47B — down 2.8% from $48.3B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new MDLZ positions and 74 closed out — a net gain of 36 holders — while 498 added to existing stakes and 521 trimmed.
The largest buyer was Capital International Investors, adding an estimated $383M. The largest seller was Trian Fund Management, cutting an estimated $1.03B.
- 1,365 institutional investors held Mondelez International (MDLZ) as of Q1 2018, up from 1,343 in Q4 2017.
- Funds reported $47B of Mondelez International stock for Q1 2018, down 2.8% quarter-over-quarter.
- 110 funds opened new Mondelez International positions in Q1 2018 and 74 closed out, a net change of +36 holders.
- The largest Mondelez International buyer in Q1 2018 was Capital International Investors, an estimated $383M added.
- The largest Mondelez International seller in Q1 2018 was Trian Fund Management, an estimated $1.03B sold.
Based on aggregated 13F filings for Q1 2018.