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Mondelez International

1,201 hedge funds and large institutions have $51.5B invested in Mondelez International in 2016 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 432 increasing their positions, 479 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 65

10% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 479

1% less funds holding

Funds holding: 1,2191,201 (-18)

7% less capital invested

Capital invested by funds: $55.1B → $51.5B (-$3.61B)

24% less funds holding in top 10

Funds holding in top 10: 4131 (-10)

28% less call options, than puts

Call options by funds: $1.08B | Put options by funds: $1.5B

Holders
1,201
Holders Change
-18
Holders Change %
-1.48%
% of All Funds
32.04%
Holding in Top 10
31
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-24.39%
% of All Funds
0.83%
New
62
Increased
432
Reduced
479
Closed
65
Calls
$1.08B
Puts
$1.5B
Net Calls
-$424M
Net Calls Change
+$48.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
676
Acadian Asset Management
Massachusetts
$914K -$1.01M -22,990 -52%
EWM
677
Evercore Wealth Management
New York
$914K -$49.2K -1,122 -5%
ANRIA
678
American National Registered Investment Advisor
Texas
$914K
WSTAM
679
Wilbanks Smith & Thomas Asset Management
Virginia
$913K +$3.9K +89 +0.4%
HAG
680
HighPoint Advisor Group
Illinois
$911K +$7.59K +173 +0.8%
CWA
681
Cypress Wealth Advisors
California
$910K +$11.8K +268 +1%
LPL Financial
682
LPL Financial
California
$904K +$24.6K +560 +3%
SI
683
Stephens Inc
Arkansas
$902K -$193K -4,397 -18%
LOCC
684
Lombard Odier & Cie (Canada)
Quebec, Canada
$891K +$351K +8,000 +65%
RS
685
Robeco Schweiz
Switzerland
$889K
RA
686
Rational Advisors
New York
$883K +$145K +3,295 +20%
CAM
687
Congress Asset Management
Massachusetts
$882K -$19.7K -449 -2%
CIA
688
Capital Investment Advisors
Georgia
$879K -$5.7K -130 -0.6%
WFI
689
West Family Investments
California
$878K
DPIM
690
Duff & Phelps Investment Management
Illinois
$870K -$29.4K -670 -3%
BC
691
Bartlett & Co
Ohio
$868K
IB
692
Intrust Bank
Kansas
$866K -$24.8K -566 -3%
SCM
693
Schnieders Capital Management
California
$866K -$1.54K -35 -0.2%
CA
694
Cortland Associates
Missouri
$863K +$862K +19,647 New
DA
695
Dillon & Associates
Michigan
$860K +$4.39K +100 +0.5%
AIM
696
Aspen Investment Management
Michigan
$854K -$6.58K -150 -0.8%
ANI
697
American National Insurance
Texas
$853K
FWM
698
Frontier Wealth Management
Missouri
$835K -$395 -9 -0%
IWA
699
IBEX Wealth Advisors
New Jersey
$835K +$834K +19,010 New
TYCC
700
Texas Yale Capital Corp
Florida
$829K

MDLZ Hedge Fund Activity: Q3 2016 in Review

1,201 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q3 2016, worth a combined $51.5B — down 6.5% from $55.1B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of MDLZ and 62 opened new positions — a net loss of 3 holders — while 479 trimmed existing stakes and 432 added.

The largest buyer was Nomura Holdings, adding an estimated $827M. The largest seller was Macquarie Group, cutting an estimated $695M.

  • 1,201 institutional investors held Mondelez International (MDLZ) as of Q3 2016, down from 1,219 in Q2 2016.
  • Funds reported $51.5B of Mondelez International stock for Q3 2016, down 6.5% quarter-over-quarter.
  • 62 funds opened new Mondelez International positions in Q3 2016 and 65 closed out, a net change of -3 holders.
  • The largest Mondelez International buyer in Q3 2016 was Nomura Holdings, an estimated $827M added.
  • The largest Mondelez International seller in Q3 2016 was Macquarie Group, an estimated $695M sold.

Based on aggregated 13F filings for Q3 2016.