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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
DLA
626
Douglas Lane & Associates
New York
$1.32M -$220K -4,882 -14%
FMBTD
627
First Midwest Bank Trust Division
Illinois
$1.32M -$55.1K -1,221 -4%
WSFS
628
Wilmington Savings Fund Society
Delaware
$1.32M
MCM
629
Marsico Capital Management
Colorado
$1.31M
WF
630
WealthTrust Fairport
Ohio
$1.31M -$81.6K -1,810 -6%
SYBT
631
Stock Yards Bank & Trust
Kentucky
$1.31M +$17.6K +391 +1%
KCMRT
632
Kemper Corp Master Retirement Trust
Illinois
$1.31M
MCIM
633
Meadow Creek Investment Management
Georgia
$1.3M -$2.73M -60,592 -67%
TCOO
634
Trust Company of Oklahoma
Oklahoma
$1.3M +$5.14K +114 +0.4%
TP
635
Truvvo Partners
New York
$1.29M
HCM
636
Hutner Capital Management
Vermont
$1.29M -$8.79K -195 -0.6%
KPCM
637
Kings Point Capital Management
New York
$1.29M
MPAM
638
Murphy Pohlad Asset Management
Minnesota
$1.28M +$20.3K +450 +2%
LS
639
Livforsakringsbolaget Skandia
Sweden
$1.27M
TL
640
Tirschwell & Loewy
New York
$1.27M -$34.9K -775 -5%
PTC
641
Philadelphia Trust Company
Pennsylvania
$1.27M -$23.7K -525 -2%
RMAM
642
Raab & Moskowitz Asset Management
New Jersey
$1.27M -$281K -6,224 -18%
ONB
643
Old National Bancorp
Indiana
$1.25M -$33.2K -737 -2%
FPB
644
First PREMIER Bank
South Dakota
$1.24M +$39.8K +883 +3%
BWAM
645
Boyd Watterson Asset Management
Ohio
$1.23M +$20.7K +459 +2%
RW
646
Rand Wealth
Maryland
$1.21M +$1.71K +38 +0.1%
NG
647
Northstar Group
New York
$1.21M +$1.62K +36 +0.1%
CNBT
648
Canandaigua National Bank & Trust
New York
$1.2M +$104K +2,308 +9%
AWM
649
Avior Wealth Management
Nebraska
$1.19M +$2.12K +47 +0.2%
QSS
650
Quantitative Systematic Strategies
Florida
$1.18M +$1.23M +27,254 New

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.