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Mondelez International

1,276 hedge funds and large institutions have $50.2B invested in Mondelez International in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 473 increasing their positions, 502 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 55

1% more funds holding

Funds holding: 1,2681,276 (+8)

0.1% less ownership

Funds ownership: 76.77%76.67% (-0.1%)

0% less capital invested

Capital invested by funds: $50.4B → $50.2B (-$151M)

6% less repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 502

10% less funds holding in top 10

Funds holding in top 10: 3027 (-3)

29% less call options, than puts

Call options by funds: $996M | Put options by funds: $1.39B

Holders
1,276
Holders Change
+8
Holders Change %
+0.63%
% of All Funds
31.81%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.67%
New
75
Increased
473
Reduced
502
Closed
55
Calls
$996M
Puts
$1.39B
Net Calls
-$398M
Net Calls Change
-$123M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
376
Oppenheimer & Co
New York
$5.22M +$142K +3,141 +3%
KCM
377
Kingdon Capital Management
New York
$5.21M +$5.43M +120,506 New
BF
378
BOK Financial
Oklahoma
$5.2M -$202K -4,489 -4%
SPC
379
Stewart & Patten Company
California
$5.19M +$638K +14,140 +13%
LTFS
380
Ladenburg Thalmann Financial Services
Florida
$5.15M -$233K -5,161 -4%
CFG
381
Cambridge Financial Group
Ohio
$5.13M -$11.4K -253 -0.2%
FNBT
382
FineMark National Bank & Trust
Florida
$5.07M -$82.5K -1,830 -2%
NIT
383
NumerixS Investment Technologies
British Columbia, Canada
$5.05M +$3.08M +68,349 +141%
TCOV
384
Trust Company of Vermont
Vermont
$5.03M +$52.9K +1,173 +1%
CL
385
Croft-Leominster
Maryland
$4.98M -$15.2K -336 -0.3%
SG Americas Securities
386
SG Americas Securities
New York
$4.98M -$16.8M -371,683 -76%
NPF
387
Norris Perne & French
Michigan
$4.97M +$185K +4,105 +4%
QI
388
QS Investors
New York
$4.97M -$29.2K -647 -0.6%
MA
389
Marshwinds Advisory
Georgia
$4.95M -$42.8K -950 -0.8%
LBC
390
Lowe Brockenbrough & Co
Virginia
$4.95M -$4.42K -98 -0.1%
PCM
391
Parsons Capital Management
Rhode Island
$4.9M -$35.2K -780 -0.7%
PSUF
392
People's United Financial
Connecticut
$4.88M +$143K +3,161 +3%
COPPSERS
393
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.87M -$23.4K -518 -0.5%
ETC
394
Evercore Trust Company
New York
$4.86M -$32.6K -723 -0.6%
SC
395
Saybrook Capital
North Carolina
$4.84M +$393K +8,705 +8%
VIP
396
Vantage Investment Partners
Missouri
$4.84M
FCT
397
Family Capital Trust
Massachusetts
$4.8M -$90.2K -2,000 -2%
TFA
398
Toth Financial Advisory
Virginia
$4.8M -$116K -2,583 -2%
William Blair & Company
399
William Blair & Company
Illinois
$4.76M +$55.8K +1,238 +1%
AC
400
Addenda Capital
Quebec, Canada
$4.71M -$209K -4,644 -4%

MDLZ Hedge Fund Activity: Q2 2017 in Review

1,276 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q2 2017, worth a combined $50.2B — down 0.3% from $50.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new MDLZ positions and 55 closed out — a net gain of 20 holders — while 473 added to existing stakes and 502 trimmed.

The largest buyer was UBS Group, adding an estimated $579M. The largest seller was Wellington Management Group, cutting an estimated $892M.

  • 1,276 institutional investors held Mondelez International (MDLZ) as of Q2 2017, up from 1,268 in Q1 2017.
  • Funds reported $50.2B of Mondelez International stock for Q2 2017, down 0.3% quarter-over-quarter.
  • 75 funds opened new Mondelez International positions in Q2 2017 and 55 closed out, a net change of +20 holders.
  • The largest Mondelez International buyer in Q2 2017 was UBS Group, an estimated $579M added.
  • The largest Mondelez International seller in Q2 2017 was Wellington Management Group, an estimated $892M sold.

Based on aggregated 13F filings for Q2 2017.