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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
RC
476
RBF Capital
California
$2.76M
CAM
477
Cypress Asset Management
Texas
$2.75M -$180K -4,060 -6%
CI
478
Cigna Investments
Connecticut
$2.72M +$284K +6,401 +11%
RJT
479
Raymond James Trust
Florida
$2.71M +$59.1K +1,334 +2%
CIA
480
Covington Investment Advisors
Pennsylvania
$2.69M
CAL
481
Capital Analysts LLC
Pennsylvania
$2.69M +$6.42K +145 +0.2%
GJIC
482
Gamble Jones Investment Counsel
California
$2.68M -$28.6K -645 -1%
LSA
483
L & S Advisors
California
$2.63M -$362K -8,176 -12%
WB
484
Webster Bank
Connecticut
$2.63M +$123K +2,783 +5%
SIC
485
Salem Investment Counselors
North Carolina
$2.63M -$3.13M -70,660 -54%
MJRIC
486
Mogy Joel R Investment Counsel
California
$2.62M +$44.3K +1,000 +2%
TBA
487
Train Babcock Advisors
New York
$2.62M -$267K -6,020 -9%
AAIM
488
American Assets Investment Management
California
$2.61M +$2.69M +60,680 New
CTI
489
Community Trust & Investment
Kentucky
$2.58M -$9K -203 -0.3%
LIM
490
Leavell Investment Management
Alabama
$2.54M +$135K +3,036 +5%
PFPT
491
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.5M +$25.3K +570 +1%
CG
492
Clinton Group
New York
$2.48M +$2.55M +57,548 New
LIA
493
LS Investment Advisors
Michigan
$2.47M +$287K +6,484 +13%
RCM
494
Riverhead Capital Management
Delaware
$2.47M -$1.84M -41,539 -42%
Thrivent Financial for Lutherans
495
Thrivent Financial for Lutherans
Minnesota
$2.44M -$1.25M -28,110 -33%
OMCS
496
Old Mutual Customised Solutions
South Africa
$2.42M +$307K +6,927 +14%
SSB
497
Sandy Spring Bank
Maryland
$2.42M -$75.6K -1,705 -3%
CC
498
Courier Capital
New York
$2.41M -$4.34K -98 -0.2%
SWM
499
SVA Wealth Management
Wisconsin
$2.4M -$118K -2,652 -5%
HIC
500
Harvey Investment Company
Kentucky
$2.4M -$53K -1,196 -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.