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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
TCM
426
Tufton Capital Management
Maryland
$3.79M -$16.6K -375 -0.4%
BTS
427
BB&T Securities
Virginia
$3.75M -$2.86M -64,505 -43%
JC
428
Jacobs & Co
California
$3.65M -$114K -2,570 -3%
WHG
429
Westwood Holdings Group
Texas
$3.57M -$632K -14,252 -15%
BCM
430
BTC Capital Management
Iowa
$3.57M +$26.9K +608 +0.7%
B
431
Barings
North Carolina
$3.53M +$1.02M +22,946 +39%
WSC
432
Wellington Shields & Co
New York
$3.52M
Twin Tree Management
433
Twin Tree Management
Texas
$3.51M +$2.35M +53,030 +186%
BTW
434
Boston Trust Walden
Massachusetts
$3.51M +$19.8K +446 +0.6%
LMGAM
435
Liberty Mutual Group Asset Management
Massachusetts
$3.5M -$1.35M -30,454 -27%
UAS
436
United Asset Strategies
New York
$3.48M +$3.58M +80,709 New
FCM
437
Force Capital Management
New York
$3.47M -$579K -13,060 -14%
CANC
438
Culbertson A N & Co
Virginia
$3.43M +$98.2K +2,215 +3%
V
439
Veritable
Delaware
$3.42M -$63K -1,421 -2%
SM
440
SLS Management
New York
$3.42M +$3.52M +79,395 New
PGIM
441
Pacific Global Investment Management
California
$3.4M -$26.9K -608 -0.8%
ICOA
442
Investment Centers of America
North Dakota
$3.32M +$45.8K +1,034 +1%
CFB
443
Cullen/Frost Bankers
Texas
$3.3M +$326K +7,362 +11%
FBT
444
First Bankers Trust
Kentucky
$3.28M +$178K +4,009 +6%
LPL Financial
445
LPL Financial
California
$3.26M -$451K -10,184 -12%
AC
446
Addison Capital
Pennsylvania
$3.23M -$4.43K -100 -0.1%
CIBC Private Wealth Group
447
CIBC Private Wealth Group
Georgia
$3.23M -$372K -8,398 -10%
BAM
448
Boyar Asset Management
New York
$3.19M +$583K +13,164 +22%
AP
449
Appleton Partners
Massachusetts
$3.13M -$158K -3,565 -5%
KTA
450
Keeley-Teton Advisors
Illinois
$3.11M +$3.2M +72,291 New

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.