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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
GIM
601
Grassi Investment Management
California
$1.48M -$48.7K -1,099 -3%
AP
602
Advisor Partners
California
$1.48M +$60.7K +1,370 +4%
CSS
603
Cubist Systematic Strategies
Connecticut
$1.48M +$92.3K +2,083 +6%
FCCM
604
First City Capital Management
Georgia
$1.48M +$6.65K +150 +0.4%
SCM
605
Southport Capital Management
Tennessee
$1.47M -$4.43K -100 -0.3%
FP
606
FDO Partners
Massachusetts
$1.47M +$1.51M +34,050 New
LOAMS
607
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.46M +$1.5M +33,858 New
CCP
608
Corient Capital Partners
California
$1.45M +$34.7K +782 +2%
TTWM
609
TCV Trust & Wealth Management
Virginia
$1.44M -$19.7K -445 -1%
PCTC
610
Perkins Coie Trust Company
Washington
$1.44M -$17.6K -398 -1%
AIM
611
Anchor Investment Management
South Carolina
$1.43M +$2.22K +50 +0.2%
Tudor Investment Corp
612
Tudor Investment Corp
Connecticut
$1.43M +$1.26M +28,425 +592%
TA
613
Tiedemann Advisors
New York
$1.42M +$182K +4,100 +14%
TL
614
Tirschwell & Loewy
New York
$1.42M -$8.86K -200 -1%
AB
615
AT Bancorp
Iowa
$1.4M +$93.2K +2,104 +7%
BS
616
Banco Santander
Spain
$1.4M -$11.9K -269 -0.8%
WF
617
WealthTrust Fairport
Ohio
$1.39M +$6.65K +150 +0.5%
GXMC
618
Global X Management Company
New York
$1.38M -$63.6K -1,435 -4%
PG
619
PEAK6 Group
Illinois
$1.37M -$9.58M -216,175 -87%
Mariner
620
Mariner
Kansas
$1.37M -$34.4K -776 -2%
FMBTD
621
First Midwest Bank Trust Division
Illinois
$1.37M -$581K -13,121 -29%
WCA
622
Westover Capital Advisors
Delaware
$1.36M -$59.2K -1,335 -4%
SC
623
Schulhoff & Co
Ohio
$1.36M -$136K -3,059 -9%
HWA
624
Heritage Wealth Advisors
Virginia
$1.36M +$89 +2 +0%
II
625
IFM Investors
Australia
$1.35M +$515K +11,612 +59%

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.