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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
CWM
626
Cedar Wealth Management
California
$1.34M
KPF
627
K2 Principal Fund
Ontario, Canada
$1.33M +$1.37M +30,900 New
WSFS
628
Wilmington Savings Fund Society
Delaware
$1.31M -$14.1K -318 -1%
MCM
629
Marsico Capital Management
Colorado
$1.31M +$1.35M +30,438 New
AA
630
Ancora Advisors
Ohio
$1.31M -$44.3K -1,000 -3%
PTC
631
Private Trust Company
Ohio
$1.31M -$6.91K -156 -0.5%
KCMRT
632
Kemper Corp Master Retirement Trust
Illinois
$1.3M -$443K -10,000 -25%
FIM
633
Freedom Investment Management
Connecticut
$1.3M +$529K +11,932 +66%
HCA
634
Harbour Capital Advisors
Virginia
$1.29M +$6.65K +150 +0.5%
HCM
635
Hutner Capital Management
Vermont
$1.29M -$14.3K -323 -1%
PE
636
Point72 Europe
United Kingdom
$1.29M +$222K +5,000 +20%
SYBT
637
Stock Yards Bank & Trust
Kentucky
$1.29M +$128K +2,898 +11%
TCOO
638
Trust Company of Oklahoma
Oklahoma
$1.29M +$50.6K +1,142 +4%
PTC
639
Philadelphia Trust Company
Pennsylvania
$1.29M -$30.6K -690 -2%
TP
640
Truvvo Partners
New York
$1.29M +$137K +3,100 +12%
KPCM
641
Kings Point Capital Management
New York
$1.28M
ONB
642
Old National Bancorp
Indiana
$1.28M -$180K -4,056 -12%
KOCAA
643
Knights of Columbus Asset Advisors
Connecticut
$1.27M +$1.31M +29,500 New
LS
644
Livforsakringsbolaget Skandia
Sweden
$1.27M -$2.87M -64,700 -69%
MPAM
645
Murphy Pohlad Asset Management
Minnesota
$1.26M -$89.3K -2,015 -6%
CD
646
Carl Domino
Florida
$1.24M -$158K -3,570 -11%
BVDMP
647
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.22M
FDCDDQ
648
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.21M +$1.25M +28,143 New
NG
649
Northstar Group
New York
$1.21M -$2.92K -66 -0.2%
BWAM
650
Boyd Watterson Asset Management
Ohio
$1.21M -$64.6K -1,458 -5%

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.