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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
BUB
651
BBVA USA Bancshares
Texas
$1.21M -$155K -3,490 -11%
RW
652
Rand Wealth
Maryland
$1.2M
FPB
653
First PREMIER Bank
South Dakota
$1.2M -$47.6K -1,075 -4%
SWP
654
Stratos Wealth Partners
Ohio
$1.19M +$133K +3,004 +12%
AWM
655
Avior Wealth Management
Nebraska
$1.18M -$38.1K -860 -3%
SGAM
656
Steinberg Global Asset Management
Florida
$1.16M +$130K +2,925 +12%
GIA
657
Guyasuta Investment Advisors
Pennsylvania
$1.15M +$17.9K +403 +2%
GWCM
658
Godshalk Welsh Capital Management
Pennsylvania
$1.15M +$4.43K +100 +0.4%
IAMOG
659
Investors Asset Management of Georgia
Georgia
$1.15M +$23.3K +525 +2%
DAM
660
Deltec Asset Management
New York
$1.15M
IA
661
Icon Advisers
Colorado
$1.14M -$270K -6,100 -19%
LCM
662
Logan Capital Management
Pennsylvania
$1.14M +$6.51K +147 +0.6%
NHC
663
Nicholas Hoffman & Company
Georgia
$1.13M -$105K -2,376 -8%
WIM
664
Waverton Investment Management
United Kingdom
$1.13M
NG
665
NatWest Group
United Kingdom
$1.13M -$40.5K -915 -3%
AIM
666
Assured Investment Management
New York
$1.13M +$1.16M +26,211 New
GWM
667
Geneos Wealth Management
Colorado
$1.13M +$4.17K +94 +0.4%
CA
668
Cullinan Associates
Kentucky
$1.13M +$141K +3,190 +14%
OAM
669
Oxford Asset Management
United Kingdom
$1.13M +$1.16M +26,126 New
CB
670
Chemical Bank
Michigan
$1.13M -$28.1K -635 -2%
BT
671
Beacon Trust
New Jersey
$1.12M -$92.5K -2,088 -8%
BG
672
Bollard Group
Massachusetts
$1.1M +$127K +2,869 +13%
FFWA
673
FRG Family Wealth Advisors
Washington
$1.1M +$26.6K +600 +2%
CNBT
674
Canandaigua National Bank & Trust
New York
$1.1M -$40.7K -918 -3%
GS
675
GAM Systematic
United Kingdom
$1.09M +$358K +8,068 +47%

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.