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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
MKC
401
M. Kraus & Co
Vermont
$4.35M -$1.24K -28 -0%
DY
402
Dowling & Yahnke
California
$4.25M +$17.6K +398 +0.4%
Cambridge Investment Research Advisors
403
Cambridge Investment Research Advisors
Iowa
$4.24M +$15.8K +356 +0.4%
KRS
404
Kentucky Retirement Systems
Kentucky
$4.22M -$629K -14,193 -13%
Mirae Asset Global Investments
405
Mirae Asset Global Investments
South Korea
$4.19M +$1.24M +28,072 +41%
SFFS
406
Stonehage Fleming Financial Services
Jersey
$4.18M +$551K +12,429 +15%
IIC
407
Ironwood Investment Counsel
Arizona
$4.18M +$51.5K +1,163 +1%
AIM
408
Avity Investment Management
Connecticut
$4.14M -$126K -2,835 -3%
CSIC
409
Clifford Swan Investment Counsel
California
$4.12M +$420K +9,476 +11%
NLGIA
410
Nippon Life Global Investors Americas
New York
$4.12M +$4.23M +95,520 New
ECM
411
ETrade Capital Management
Virginia
$4.11M +$66.8K +1,507 +2%
GL
412
GLG LLC
New York
$4.1M -$3.2M -72,229 -43%
UB
413
UMB Bank
Missouri
$4.1M -$1.06M -23,970 -20%
AMI
414
Amica Mutual Insurance
Rhode Island
$4.07M
LSERS
415
Louisiana State Employees Retirement System
Louisiana
$4.04M -$146K -3,300 -3%
TMAM
416
Tokio Marine Asset Management
Japan
$4.04M +$2.75M +61,963 +195%
CTC
417
Central Trust Company
Missouri
$4.01M -$123K -2,767 -3%
CIS
418
Capital International Sarl
California
$3.98M -$505K -11,400 -11%
KFC
419
Klingenstein Fields & Co
New York
$3.98M -$38.8K -875 -0.9%
GCP
420
GSA Capital Partners
United Kingdom
$3.95M +$4.06M +91,729 New
MI
421
Markston International
New York
$3.92M +$88.6K +2,000 +2%
MCIM
422
Meadow Creek Investment Management
Georgia
$3.91M -$2.92M -65,884 -42%
CAN
423
Cetera Advisor Networks
California
$3.89M +$193K +4,362 +5%
FLPIM
424
F.L. Putnam Investment Management
Massachusetts
$3.89M +$229K +5,165 +6%
GT
425
Glenview Trust
Kentucky
$3.87M -$36.4K -822 -0.9%

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.