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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
WC
401
Whitney & Co
New York
$4.69M +$23.6K +524 +0.5%
PWPCM
402
Perella Weinberg Partners Capital Management
New York
$4.63M +$2.74M +60,776 +131%
TAF
403
Tredje AP-fonden
Sweden
$4.62M
PPSG
404
Princeton Portfolio Strategies Group
New Jersey
$4.58M -$25.1K -556 -0.5%
GT
405
Glenmede Trust
Pennsylvania
$4.55M
FDCDDQ
406
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.52M +$3.45M +76,566 +272%
AF
407
Alerus Financial
North Dakota
$4.48M +$49.2K +1,091 +1%
BTS
408
BB&T Securities
Virginia
$4.46M +$732K +16,242 +19%
OTPPB
409
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.45M +$4.64M +102,932 New
Cambridge Investment Research Advisors
410
Cambridge Investment Research Advisors
Iowa
$4.43M +$186K +4,118 +4%
WBC
411
Westpac Banking Corp
Australia
$4.41M -$476K -10,563 -9%
MKC
412
M. Kraus & Co
Vermont
$4.39M +$25K +555 +0.5%
M
413
MOTCO
Texas
$4.32M +$4.43M +98,244 +5,316%
SM
414
Scoggin Management
New York
$4.32M -$1.13M -25,000 -20%
BGDI
415
BW Gestao de Investimentos
Brazil
$4.32M +$4.51M +100,000 New
YIA
416
YHB Investment Advisors
Connecticut
$4.28M -$1.17M -25,950 -21%
DY
417
Dowling & Yahnke
California
$4.27M +$6.09K +135 +0.1%
WMSA
418
Weiss Multi-Strategy Advisers
New York
$4.27M -$4.22M -93,701 -49%
LMGAM
419
Liberty Mutual Group Asset Management
Massachusetts
$4.24M +$767K +17,002 +21%
IIC
420
Ironwood Investment Counsel
Arizona
$4.24M +$50.8K +1,126 +1%
ARTA
421
A.R.T. Advisors
New York
$4.21M -$1.42M -31,500 -24%
ID
422
Integral Derivatives
New York
$4.21M +$3.73M +82,824 +569%
KRS
423
Kentucky Retirement Systems
Kentucky
$4.2M -$27.6K -612 -0.6%
SFFS
424
Stonehage Fleming Financial Services
Jersey
$4.19M
AIM
425
Avity Investment Management
Connecticut
$4.19M +$32.9K +730 +0.8%

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.