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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
SGAM
651
Steinberg Global Asset Management
Florida
$1.17M +$3.47K +77 +0.3%
ASC
652
Atalanta Sosnoff Capital
New York
$1.17M +$1.22M +27,076 New
BIC
653
Bridges Investment Counsel
Nebraska
$1.17M +$782K +17,351 +180%
AA
654
Ancora Advisors
Ohio
$1.16M -$158K -3,500 -12%
CD
655
Carl Domino
Florida
$1.16M -$91.8K -2,035 -7%
NHC
656
Nicholas Hoffman & Company
Georgia
$1.16M +$21.6K +478 +2%
IAMOG
657
Investors Asset Management of Georgia
Georgia
$1.15M
FFWA
658
FRG Family Wealth Advisors
Washington
$1.15M +$53.7K +1,190 +5%
DAM
659
Deltec Asset Management
New York
$1.15M
Mariner
660
Mariner
Kansas
$1.15M -$235K -5,216 -16%
BUB
661
BBVA USA Bancshares
Texas
$1.15M -$67.7K -1,502 -5%
LCM
662
Logan Capital Management
Pennsylvania
$1.14M
GWCM
663
Godshalk Welsh Capital Management
Pennsylvania
$1.13M -$22.5K -500 -2%
NG
664
NatWest Group
United Kingdom
$1.13M
CA
665
Cullinan Associates
Kentucky
$1.13M
CB
666
Chemical Bank
Michigan
$1.13M
BG
667
Bollard Group
Massachusetts
$1.11M +$451 +10 +0%
GWM
668
Geneos Wealth Management
Colorado
$1.1M -$30.3K -672 -3%
TA
669
Tiedemann Advisors
New York
$1.1M -$338K -7,500 -23%
FFC
670
First Financial Corp
Indiana
$1.09M +$12.6K +280 +1%
LNWWM
671
Laird Norton Wetherby Wealth Management
California
$1.07M +$38.9K +862 +4%
HVIA
672
Hudson Valley Investment Advisors
New York
$1.06M -$8.7K -193 -0.8%
PAG
673
Pinnacle Advisory Group
Maryland
$1.06M -$3.61K -80 -0.3%
SHCM
674
Stokes & Hubbell Capital Management
Louisiana
$1.05M +$314K +6,954 +40%
GAM
675
Griffin Asset Management
New York
$1.04M +$1.08M +24,043 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.