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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
FCCM
601
First City Capital Management
Georgia
$1.49M +$6.81K +151 +0.4%
PMG
602
ProVise Management Group
Florida
$1.49M -$44.8K -994 -3%
SCM
603
Southport Capital Management
Tennessee
$1.49M +$14.5K +322 +0.9%
AIM
604
ARGA Investment Management
Connecticut
$1.48M +$744K +16,500 +93%
BG
605
Bahl & Gaynor
Ohio
$1.47M -$91.3K -2,024 -6%
NB
606
NBT Bank
New York
$1.47M -$45.1K -1,000 -3%
HWA
607
Heritage Wealth Advisors
Virginia
$1.46M +$109K +2,428 +8%
PCTC
608
Perkins Coie Trust Company
Washington
$1.46M +$21.6K +480 +1%
RIM
609
Regent Investment Management
Kentucky
$1.46M -$58.6K -1,300 -4%
IA
610
Icon Advisers
Colorado
$1.44M +$311K +6,900 +26%
FO
611
FT Options
Illinois
$1.44M -$340K -7,550 -18%
AIM
612
Anchor Investment Management
South Carolina
$1.44M
GIM
613
Grassi Investment Management
California
$1.43M -$58.6K -1,299 -4%
TTWM
614
TCV Trust & Wealth Management
Virginia
$1.43M -$16.1K -357 -1%
TAM
615
Tealwood Asset Management
Minnesota
$1.43M +$1.49M +32,995 New
BCM
616
BlueCrest Capital Management
Jersey
$1.4M +$1.47M +32,494 New
GXMC
617
Global X Management Company
New York
$1.4M +$19.9K +442 +1%
BS
618
Banco Santander
Spain
$1.39M -$11K -243 -0.8%
SI
619
Stephens Inc
Arkansas
$1.37M +$318K +7,051 +29%
Rafferty Asset Management
620
Rafferty Asset Management
New York
$1.37M -$639K -14,175 -31%
PTC
621
Private Trust Company
Ohio
$1.36M +$54K +1,198 +4%
SC
622
Schulhoff & Co
Ohio
$1.35M -$15.3K -340 -1%
SWP
623
Stratos Wealth Partners
Ohio
$1.34M +$156K +3,452 +12%
CWM
624
Cedar Wealth Management
California
$1.34M
EDRH
625
Edmond de Rothschild Holding
Switzerland
$1.34M +$460K +10,195 +49%

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.