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Mondelez International

1,201 hedge funds and large institutions have $51.5B invested in Mondelez International in 2016 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 432 increasing their positions, 479 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 65

10% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 479

1% less funds holding

Funds holding: 1,2191,201 (-18)

7% less capital invested

Capital invested by funds: $55.1B → $51.5B (-$3.61B)

24% less funds holding in top 10

Funds holding in top 10: 4131 (-10)

28% less call options, than puts

Call options by funds: $1.08B | Put options by funds: $1.5B

Holders
1,201
Holders Change
-18
Holders Change %
-1.48%
% of All Funds
32.04%
Holding in Top 10
31
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-24.39%
% of All Funds
0.83%
New
62
Increased
432
Reduced
479
Closed
65
Calls
$1.08B
Puts
$1.5B
Net Calls
-$424M
Net Calls Change
+$48.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
601
Heritage Wealth Advisors
Virginia
$1.38M +$26.4K +602 +2%
CWM
602
Cedar Wealth Management
California
$1.38M -$17.5K -400 -1%
WCA
603
Westover Capital Advisors
Delaware
$1.37M +$699K +15,923 +104%
KPCM
604
Kings Point Capital Management
New York
$1.36M
HCM
605
Hutner Capital Management
Vermont
$1.35M +$1.35M +30,844 New
BUB
606
BBVA USA Bancshares
Texas
$1.32M +$69.9K +1,593 +6%
BWAM
607
Boyd Watterson Asset Management
Ohio
$1.31M +$43.3K +986 +3%
MPAM
608
Murphy Pohlad Asset Management
Minnesota
$1.3M +$70.6K +1,610 +6%
LIA
609
LS Investment Advisors
Michigan
$1.29M -$222K -5,068 -15%
HP
610
Hikari Power
Japan
$1.28M
FFC
611
First Financial Corp
Indiana
$1.28M +$199K +4,543 +18%
CWM
612
Concert Wealth Management
California
$1.27M +$7.94K +181 +0.6%
RW
613
Rand Wealth
Maryland
$1.27M +$48.6K +1,107 +4%
SYBT
614
Stock Yards Bank & Trust
Kentucky
$1.26M -$609K -13,875 -33%
NFG
615
Next Financial Group
Texas
$1.26M +$381K +8,685 +44%
NG
616
Northstar Group
New York
$1.25M +$1.32K +30 +0.1%
FPB
617
First PREMIER Bank
South Dakota
$1.25M +$75.3K +1,717 +6%
TNBTD
618
Trustmark National Bank Trust Department
Mississippi
$1.25M +$1.84K +42 +0.1%
BVDMP
619
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.24M
AWM
620
Avior Wealth Management
Nebraska
$1.22M +$123K +2,812 +11%
NHC
621
Nicholas Hoffman & Company
Georgia
$1.21M +$14.9K +340 +1%
ACS
622
Archford Capital Strategies
Illinois
$1.21M +$14.8K +338 +1%
HIH
623
HRS Investment Holdings
New York
$1.21M
BHB
624
Bank Hapoalim BM
Israel
$1.2M +$1.2M +27,370 New
BIC
625
Bridges Investment Counsel
Nebraska
$1.19M

MDLZ Hedge Fund Activity: Q3 2016 in Review

1,201 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q3 2016, worth a combined $51.5B — down 6.5% from $55.1B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of MDLZ and 62 opened new positions — a net loss of 3 holders — while 479 trimmed existing stakes and 432 added.

The largest buyer was Nomura Holdings, adding an estimated $827M. The largest seller was Macquarie Group, cutting an estimated $695M.

  • 1,201 institutional investors held Mondelez International (MDLZ) as of Q3 2016, down from 1,219 in Q2 2016.
  • Funds reported $51.5B of Mondelez International stock for Q3 2016, down 6.5% quarter-over-quarter.
  • 62 funds opened new Mondelez International positions in Q3 2016 and 65 closed out, a net change of -3 holders.
  • The largest Mondelez International buyer in Q3 2016 was Nomura Holdings, an estimated $827M added.
  • The largest Mondelez International seller in Q3 2016 was Macquarie Group, an estimated $695M sold.

Based on aggregated 13F filings for Q3 2016.