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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
VIA
476
Virtus Investment Advisers
Connecticut
$2.89M -$218K -4,827 -7%
KTA
477
Keeley-Teton Advisors
Illinois
$2.88M -$250K -5,535 -8%
CIBC World Market
478
CIBC World Market
Ontario, Canada
$2.88M -$63.7M -1,412,964 -95%
KCPG
479
Kavar Capital Partners Group
Kansas
$2.87M +$45 +1 +0%
ICOA
480
Investment Centers of America
North Dakota
$2.87M -$482K -10,692 -14%
MC
481
Moors & Cabot
Massachusetts
$2.85M -$13.8K -307 -0.5%
SIC
482
Salem Investment Counselors
North Carolina
$2.82M +$198K +4,395 +7%
BCA
483
Benchmark Capital Advisors
New York
$2.82M -$38.8K -860 -1%
APFBOT
484
Amica Pension Fund Board of Trustees
Rhode Island
$2.81M
IA
485
IFP Advisors
Florida
$2.8M -$62.8K -1,392 -2%
CAL
486
Capital Analysts LLC
Pennsylvania
$2.79M +$96.3K +2,136 +3%
CDH
487
Charles D. Hyman
$2.78M -$73.7K -1,635 -2%
PP
488
Palladium Partners
Virginia
$2.78M -$52.1K -1,156 -2%
RC
489
RBF Capital
California
$2.76M
AIP
490
Ameritas Investment Partners
Nebraska
$2.76M -$52.5K -1,164 -2%
FTIOP
491
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.75M +$669K +14,836 +30%
LCM
492
Laurion Capital Management
New York
$2.73M +$2.85M +63,300 New
CIA
493
Covington Investment Advisors
Pennsylvania
$2.72M +$26.6K +590 +0.9%
RJT
494
Raymond James Trust
Florida
$2.68M -$46.2K -1,025 -2%
MJRIC
495
Mogy Joel R Investment Counsel
California
$2.67M +$45.1K +1,000 +2%
GJIC
496
Gamble Jones Investment Counsel
California
$2.66M -$22.2K -493 -0.8%
Cerity Partners
497
Cerity Partners
New York
$2.65M +$465K +10,315 +25%
Balyasny Asset Management
498
Balyasny Asset Management
Illinois
$2.64M -$5.6M -124,272 -67%
AAIM
499
American Assets Investment Management
California
$2.63M +$14.9K +330 +0.5%
WB
500
Webster Bank
Connecticut
$2.61M -$25.1K -557 -0.9%

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.