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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
CANC
451
Culbertson A N & Co
Virginia
$3.45M +$16.2K +360 +0.5%
V
452
Veritable
Delaware
$3.41M -$20.7K -460 -0.6%
BCM
453
Bayesian Capital Management
New York
$3.38M +$3.21M +71,175 +999%
PGIM
454
Pacific Global Investment Management
California
$3.37M -$49.1K -1,090 -1%
EVC
455
Eidelman Virant Capital
Missouri
$3.33M +$1.35M +29,900 +63%
FBT
456
First Bankers Trust
Kentucky
$3.3M +$12.2K +271 +0.4%
CFB
457
Cullen/Frost Bankers
Texas
$3.27M -$38.8K -860 -1%
FCM
458
Force Capital Management
New York
$3.21M -$285K -6,317 -8%
AC
459
Addison Capital
Pennsylvania
$3.17M -$64.3K -1,425 -2%
HFS
460
Haverford Financial Services
Pennsylvania
$3.17M +$1.06M +23,611 +47%
BAM
461
Boyar Asset Management
New York
$3.14M -$53.6K -1,188 -2%
AP
462
Appleton Partners
Massachusetts
$3.12M -$22.5K -500 -0.7%
PFPT
463
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.12M +$638K +14,158 +24%
Northwestern Mutual Wealth Management
464
Northwestern Mutual Wealth Management
Wisconsin
$3.08M -$17K -377 -0.5%
NAMP
465
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.08M -$22.5K -500 -0.7%
MUAMU
466
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.07M +$3.21M +71,100 New
SWM
467
Segment Wealth Management
Texas
$3.07M +$77.6K +1,721 +2%
JFGIW
468
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.07M -$54.4K -1,206 -2%
SFS
469
Strategic Financial Services
New York
$3.02M +$16.7K +370 +0.5%
AOWM
470
Alpha Omega Wealth Management
Virginia
$3.01M +$51.6K +1,144 +2%
AG
471
Advisor Group
Arizona
$3M +$107K +2,377 +4%
OCM
472
Oakwood Capital Management
California
$2.94M -$31.6K -700 -1%
BBA
473
BLB&B Advisors
Pennsylvania
$2.94M -$66.1K -1,466 -2%
BSPF
474
British Steel Pension Fund
United Kingdom
$2.93M
CIBC Private Wealth Group
475
CIBC Private Wealth Group
Georgia
$2.9M -$346K -7,677 -10%

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.