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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
MYLI
576
Meiji Yasuda Life Insurance
Japan
$1.66M -$62K -1,400 -4%
MSV
577
MN Services Vermogensbeheer
Netherlands
$1.66M +$45.9K +1,036 +3%
CBU
578
CIBC Bank USA
Illinois
$1.65M
BAS
579
Brown Advisory Securities
Maryland
$1.64M -$221K -4,982 -12%
AT
580
Argent Trust
Texas
$1.63M -$76.4K -1,724 -4%
CC
581
ClearArc Capital
Ohio
$1.61M -$8.55K -193 -0.5%
FCI
582
Financial Counselors Inc
Kansas
$1.61M +$89.8K +2,027 +6%
MME
583
Meag Munich Ergo
Germany
$1.59M +$860K +19,412 +111%
AC
584
Abbrea Capital
California
$1.58M +$104K +2,350 +7%
SBIA
585
Sheaff Brock Investment Advisors
Indiana
$1.57M -$870K -19,635 -35%
FIM
586
Frontier Investment Management
Texas
$1.57M -$52.3K -1,180 -3%
CAM
587
Carret Asset Management
New York
$1.57M -$24.4K -551 -1%
TCM
588
Twin Capital Management
Pennsylvania
$1.56M +$1.61M +36,321 New
CAM
589
Close Asset Management
United Kingdom
$1.56M +$1.42M +31,986 +758%
BG
590
Bahl & Gaynor
Ohio
$1.55M -$102K -2,294 -6%
RMAM
591
Raab & Moskowitz Asset Management
New Jersey
$1.53M -$122K -2,746 -7%
DLA
592
Douglas Lane & Associates
New York
$1.53M -$562K -12,678 -26%
GA
593
Geneva Advisors
Illinois
$1.53M -$371K -8,375 -19%
PMG
594
ProVise Management Group
Florida
$1.52M +$177 +4 +0%
ECM
595
Everence Capital Management
Indiana
$1.52M
RIM
596
Regent Investment Management
Kentucky
$1.51M +$487K +10,994 +46%
TA
597
TRB Advisors
New York
$1.51M
AF
598
Ally Financial
Michigan
$1.51M +$1.55M +35,000 New
NB
599
NBT Bank
New York
$1.51M +$22.3K +504 +1%
HK
600
Horizon Kinetics
New York
$1.5M -$41.2K -929 -3%

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.