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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
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$455M -$5.54M -122,845 -1%
Morgan Stanley
27
Morgan Stanley
New York
$454M -$34.4M -763,820 -7%
TCIM
28
TIAA CREF Investment Management
New York
$453M -$14.8M -329,299 -3%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$451M -$61.7M -1,367,548 -12%
UBS AM
30
UBS AM
Illinois
$438M -$11.3M -249,925 -2%
Goldman Sachs
31
Goldman Sachs
New York
$413M +$92.6M +2,053,470 +27%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$409M +$92.7M +2,054,918 +28%
HIM
33
Hillhouse Investment Management
Cayman Islands
$382M
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$377M -$80M -1,773,489 -17%
IFP
35
Independent Franchise Partners
United Kingdom
$376M +$1.86M +41,222 +0.5%
Nomura Holdings
36
Nomura Holdings
Japan
$352M -$187M -4,146,420 -33%
Legal & General Group
37
Legal & General Group
United Kingdom
$318M -$3.96M -87,894 -1%
Citadel Advisors
38
Citadel Advisors
Florida
$312M +$195M +4,314,319 +148%
O
39
OppenheimerFunds
New York
$310M +$394K +8,741 +0.1%
SGA
40
Sustainable Growth Advisers
Connecticut
$289M +$51.9M +1,151,730 +21%
Fayez Sarofim & Co
41
Fayez Sarofim & Co
Texas
$287M -$643K -14,263 -0.2%
Aristotle Capital Management
42
Aristotle Capital Management
California
$247M +$4.53M +100,496 +2%
Swiss National Bank
43
Swiss National Bank
Switzerland
$241M -$600K -13,312 -0.2%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$238M +$28.3M +626,846 +13%
TA
45
Teachers Advisors
New York
$234M -$11.2M -248,175 -4%
Charles Schwab
46
Charles Schwab
California
$219M +$10.3M +227,958 +5%
ClearBridge Investments
47
ClearBridge Investments
New York
$218M +$30.9M +686,328 +16%
Millennium Management
48
Millennium Management
New York
$218M +$80.4M +1,783,938 +55%
EVM
49
Eaton Vance Management
Massachusetts
$218M +$113M +2,502,668 +99%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$214M -$892M -19,785,566 -80%

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.