Mondelez International
MDLZ
1,146 hedge funds and large institutions have $47.2B invested in Mondelez International in 2014 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 389 increasing their positions, 453 reducing their positions, and 58 closing their positions.
119% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 58
79% more call options, than puts
Call options by funds: $339M | Put options by funds: $189M
7% more capital invested
Capital invested by funds: $44.2B → $47.2B (+$3.01B)
5% more funds holding
Funds holding: 1,095 → 1,146 (+51)
0% more funds holding in top 10
Funds holding in top 10: 22 → 22 (0)
14% less repeat investments, than reductions
Existing positions increased: 389 | Existing positions reduced: 453
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$259M |
| 2 |
TFM
Trian Fund Management
New York
|
+$166M |
| 3 |
State Street
Boston,
Massachusetts
|
+$118M |
| 4 |
Goldman Sachs
New York
|
+$116M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
+$109M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$294M |
| 2 |
Morgan Stanley
New York
|
-$204M |
| 3 |
SC
Sculptor Capital
New York
|
-$163M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$154M |
| 5 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$142M |
MDLZ Hedge Fund Activity: Q4 2014 in Review
1,146 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q4 2014, worth a combined $47.2B — up 6.8% from $44.2B a quarter earlier.
Buyers outnumbered sellers: 127 funds opened new MDLZ positions and 58 closed out — a net gain of 69 holders — while 389 added to existing stakes and 453 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $259M. The largest seller was BlackRock Advisors, cutting an estimated $294M.
- 1,146 institutional investors held Mondelez International (MDLZ) as of Q4 2014, up from 1,095 in Q3 2014.
- Funds reported $47.2B of Mondelez International stock for Q4 2014, up 6.8% quarter-over-quarter.
- 127 funds opened new Mondelez International positions in Q4 2014 and 58 closed out, a net change of +69 holders.
- The largest Mondelez International buyer in Q4 2014 was Wellington Management Group, an estimated $259M added.
- The largest Mondelez International seller in Q4 2014 was BlackRock Advisors, an estimated $294M sold.
Based on aggregated 13F filings for Q4 2014.