Mondelez International
MDLZ
1,082 hedge funds and large institutions have $45.1B invested in Mondelez International in 2014 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 322 increasing their positions, 487 reducing their positions, and 66 closing their positions.
158% more call options, than puts
Call options by funds: $271M | Put options by funds: $105M
29% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 66
1% more funds holding
Funds holding: 1,074 → 1,082 (+8)
5% less capital invested
Capital invested by funds: $47.4B → $45.1B (-$2.32B)
23% less funds holding in top 10
Funds holding in top 10: 30 → 23 (-7)
34% less repeat investments, than reductions
Existing positions increased: 322 | Existing positions reduced: 487
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$418M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$347M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$181M |
| 4 |
Two Sigma Investments
New York
|
+$122M |
| 5 |
TP
Third Point
New York
|
+$51.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IIS
Ignis Investment Services
Edinburgh,
United Kingdom
|
-$457M |
| 2 |
State Street
Boston,
Massachusetts
|
-$218M |
| 3 |
JP
Jana Partners
New York
|
-$164M |
| 4 |
Jennison Associates
New York
|
-$130M |
| 5 |
Bank of New York Mellon
New York
|
-$117M |
MDLZ Hedge Fund Activity: Q1 2014 in Review
1,082 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q1 2014, worth a combined $45.1B — down 4.9% from $47.4B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new MDLZ positions and 66 closed out — a net gain of 19 holders — while 322 added to existing stakes and 487 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $418M. The largest seller was Ignis Investment Services, exiting entirely with an estimated $457M sold.
- 1,082 institutional investors held Mondelez International (MDLZ) as of Q1 2014, up from 1,074 in Q4 2013.
- Funds reported $45.1B of Mondelez International stock for Q1 2014, down 4.9% quarter-over-quarter.
- 85 funds opened new Mondelez International positions in Q1 2014 and 66 closed out, a net change of +19 holders.
- The largest Mondelez International buyer in Q1 2014 was Wellington Management Group, an estimated $418M added.
- The largest Mondelez International seller in Q1 2014 was Ignis Investment Services, an estimated $457M sold.
Based on aggregated 13F filings for Q1 2014.