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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
SSB
526
Sandy Spring Bank
Maryland
$2.32M -$109K -2,409 -4%
GLRA
527
Gerald L. Ray & Associates
Texas
$2.24M +$342K +7,595 +17%
HFM
528
Hartford Financial Management
Connecticut
$2.24M -$17K -378 -0.7%
MSFP
529
Mark Sheptoff Financial Planning
Connecticut
$2.23M +$271 +6 +0%
FAB
530
First American Bank
Illinois
$2.19M +$98.4K +2,182 +4%
AR
531
Advisory Research
Illinois
$2.19M -$202K -4,474 -8%
BIMC
532
Benson Investment Management Company
Virginia
$2.19M +$41.5K +920 +2%
WHG
533
Westwood Holdings Group
Texas
$2.17M -$1.47M -32,617 -39%
MERSOM
534
Municipal Employees' Retirement System of Michigan
Michigan
$2.15M -$647K -14,350 -22%
SFPIA
535
Stevens First Principles Investment Advisors
California
$2.15M -$17.6K -390 -0.8%
KIA
536
KCM Investment Advisors
California
$2.15M -$129K -2,865 -5%
JIC
537
Johnson Investment Counsel
Ohio
$2.13M +$173K +3,837 +8%
WC
538
Whitnell & Co
Illinois
$2.13M +$93.3K +2,070 +4%
PAG
539
Private Advisor Group
New Jersey
$2.11M -$84.1K -1,865 -4%
RBC
540
Ronald Blue & Co
Georgia
$2.1M -$89.9K -1,993 -4%
AIA
541
AGF Investments America
Ontario, Canada
$2.04M +$74.5K +1,653 +4%
IIM
542
Intact Investment Management
Quebec, Canada
$2.03M -$839K -18,600 -28%
SSA
543
Schonfeld Strategic Advisors
New York
$2.01M +$1.81M +40,120 +631%
DADC
544
D.A. Davidson & Co
Montana
$2M -$18.3K -406 -0.9%
AIS
545
American Investment Services
Massachusetts
$2M +$8.79K +195 +0.4%
AAM
546
AR Asset Management
California
$1.99M
NSEDCP
547
NJ State Employees Deferred Compensation Plan
New Jersey
$1.99M
CI
548
Conning Inc
Connecticut
$1.97M -$21.5K -477 -1%
LCOV
549
London Company of Virginia
Virginia
$1.96M
WCM
550
Wallace Capital Management
Texas
$1.96M +$49.9K +1,107 +2%

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.