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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
JFGIW
451
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.11M +$19.3K +435 +0.6%
NAMP
452
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.1M
Northwestern Mutual Wealth Management
453
Northwestern Mutual Wealth Management
Wisconsin
$3.09M -$235K -5,305 -7%
VIA
454
Virtus Investment Advisers
Connecticut
$3.09M -$49.8K -1,123 -2%
EP
455
Elkfork Partners
Oregon
$3.07M -$2.29M -51,766 -42%
SFS
456
Strategic Financial Services
New York
$3M -$12K -270 -0.4%
BBA
457
BLB&B Advisors
Pennsylvania
$2.99M -$67.3K -1,519 -2%
SWM
458
Segment Wealth Management
Texas
$2.99M +$37.8K +854 +1%
OCM
459
Oakwood Capital Management
California
$2.96M +$40.1K +905 +1%
AOWM
460
Alpha Omega Wealth Management
Virginia
$2.95M -$26.9K -608 -0.9%
CII
461
Capital International Inc
California
$2.95M -$17.7K -400 -0.6%
BSPF
462
British Steel Pension Fund
United Kingdom
$2.92M -$244K -5,512 -8%
AG
463
Advisor Group
Arizona
$2.89M -$136K -3,063 -4%
KCPG
464
Kavar Capital Partners Group
Kansas
$2.87M +$339K +7,640 +13%
FMT
465
First Mercantile Trust
Tennessee
$2.86M -$233K -5,269 -7%
MC
466
Moors & Cabot
Massachusetts
$2.85M -$111K -2,513 -4%
IA
467
IFP Advisors
Florida
$2.85M +$13.3K +299 +0.5%
BCA
468
Benchmark Capital Advisors
New York
$2.85M -$44.3K -1,000 -1%
CDH
469
Charles D. Hyman
$2.85M -$8.86K -200 -0.3%
IIM
470
Intact Investment Management
Quebec, Canada
$2.83M +$1.96M +44,300 +207%
PP
471
Palladium Partners
Virginia
$2.82M -$40.1K -905 -1%
APFBOT
472
Amica Pension Fund Board of Trustees
Rhode Island
$2.81M
AIP
473
Ameritas Investment Partners
Nebraska
$2.8M -$85K -1,919 -3%
GAM
474
Gotham Asset Management
New York
$2.78M +$2.86M +64,524 New
MERSOM
475
Municipal Employees' Retirement System of Michigan
Michigan
$2.77M -$44.3K -1,000 -2%

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.