We are live on ! Find out more
MDLZ icon

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
DADC
526
D.A. Davidson & Co
Montana
$2.01M -$335K -7,564 -14%
TI
527
Trexquant Investment
Connecticut
$2.01M +$2.07M +46,659 New
PWPCM
528
Perella Weinberg Partners Capital Management
New York
$2M -$394K -8,900 -16%
MYAM
529
Meiji Yasuda Asset Management
Japan
$1.99M -$62K -1,400 -3%
CI
530
Conning Inc
Connecticut
$1.99M -$59.8K -1,350 -3%
AIS
531
American Investment Services
Massachusetts
$1.99M +$44K +992 +2%
AAM
532
AR Asset Management
California
$1.98M
NSEDCP
533
NJ State Employees Deferred Compensation Plan
New Jersey
$1.98M
AMCA
534
Arthur M. Cohen & Associates
Illinois
$1.98M -$141K -3,173 -6%
Rafferty Asset Management
535
Rafferty Asset Management
New York
$1.97M +$233K +5,257 +13%
SEC
536
Seven Eight Capital
New York
$1.97M +$603K +13,600 +42%
AIA
537
AGF Investments America
Ontario, Canada
$1.97M +$35.2K +795 +2%
LCOV
538
London Company of Virginia
Virginia
$1.96M
JIC
539
Johnson Investment Counsel
Ohio
$1.96M -$64.3K -1,452 -3%
DAM
540
Doheny Asset Management
California
$1.96M -$16.6K -375 -0.8%
ACM
541
Axel Capital Management
New York
$1.94M
LSCM
542
LaSalle Street Capital Management
Illinois
$1.92M
PC
543
Pecaut & Co
Iowa
$1.92M -$518K -11,700 -21%
GLRA
544
Gerald L. Ray & Associates
Texas
$1.91M -$337K -7,595 -15%
IAA
545
Independent Advisor Alliance
North Carolina
$1.91M -$131K -2,948 -6%
WCM
546
Wallace Capital Management
Texas
$1.91M -$13K -293 -0.7%
OPCM
547
Osborne Partners Capital Management
California
$1.91M
HCA
548
Horan Capital Advisors
Ohio
$1.89M +$21.3K +480 +1%
N
549
Nuveen
North Carolina
$1.88M -$12.2M -275,394 -86%
FAAS
550
First Allied Advisory Services
California
$1.87M +$124K +2,788 +7%

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.