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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
ACM
551
Axel Capital Management
New York
$1.94M
BRA
552
Blue Rock Advisors
Minnesota
$1.94M +$1.58M +35,000 +350%
OPCM
553
Osborne Partners Capital Management
California
$1.94M +$30.2K +670 +2%
MML Investors Services
554
MML Investors Services
Massachusetts
$1.94M +$195K +4,322 +11%
HCA
555
Horan Capital Advisors
Ohio
$1.94M +$44.8K +994 +2%
LSCM
556
LaSalle Street Capital Management
Illinois
$1.93M
Daiwa Securities Group
557
Daiwa Securities Group
Japan
$1.9M +$27.1K +600 +1%
DAM
558
Doheny Asset Management
California
$1.9M -$64.7K -1,435 -3%
PC
559
Pecaut & Co
Iowa
$1.87M -$54.1K -1,200 -3%
AMCA
560
Arthur M. Cohen & Associates
Illinois
$1.85M -$135K -3,000 -7%
NSAM
561
North Star Asset Management
Wisconsin
$1.84M -$27.7K -614 -1%
HSA
562
HBK Sorce Advisory
Pennsylvania
$1.83M +$1.26K +28 +0.1%
II
563
IFM Investors
Australia
$1.81M +$482K +10,693 +34%
CAM
564
Carret Asset Management
New York
$1.81M +$252K +5,581 +15%
MA
565
Montag & Associates
Georgia
$1.81M -$69.9K -1,550 -4%
IAA
566
Independent Advisor Alliance
North Carolina
$1.81M -$61.8K -1,371 -3%
KRSITF
567
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.79M +$12.4K +274 +0.7%
PAI
568
Pittenger & Anderson Inc
Nebraska
$1.79M
BFO
569
Boston Family Office
Massachusetts
$1.78M +$86.6K +1,920 +5%
AAM
570
Auxier Asset Management
Oregon
$1.78M
AIP
571
ARS Investment Partners
New York
$1.77M -$34.2K -758 -2%
BAS
572
Brown Advisory Securities
Maryland
$1.77M +$124K +2,756 +7%
MNBTD
573
Moody National Bank Trust Division
Texas
$1.76M
CNC
574
Citizens & Northern Corp
Pennsylvania
$1.76M -$15.8K -350 -0.9%
CBU
575
CIBC Bank USA
Illinois
$1.74M +$82.3K +1,825 +5%

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.