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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
MLIC
676
Mandatum Life Insurance Company
Finland
$1.08M +$322K +7,276 +41%
FFC
677
First Financial Corp
Indiana
$1.07M -$159K -3,583 -13%
HVIA
678
Hudson Valley Investment Advisors
New York
$1.07M -$46.8K -1,057 -4%
PAG
679
Pinnacle Advisory Group
Maryland
$1.07M +$383K +8,639 +54%
SI
680
Stephens Inc
Arkansas
$1.06M +$257K +5,792 +31%
LAM
681
Lebenthal Asset Management
New York
$1.04M
RB
682
Rodgers Brothers
Pennsylvania
$1.03M -$8.86K -200 -0.8%
LNWWM
683
Laird Norton Wetherby Wealth Management
California
$1.03M +$69.5K +1,569 +7%
BHB
684
Bank Hapoalim BM
Israel
$1.03M
NSIM
685
North Star Investment Management
Illinois
$997K +$34.9K +787 +4%
FWM
686
Frontier Wealth Management
Missouri
$996K +$181K +4,091 +22%
ADBIC
687
A.D. Beadell Investment Counsel
Wisconsin
$989K -$26.6K -600 -3%
HS
688
HighVista Strategies
Massachusetts
$982K
SI
689
SII Investments
Wisconsin
$974K -$68.6K -1,548 -6%
LPC
690
Loeb Partners Corp
New York
$969K
MRCM
691
M&R Capital Management
New Jersey
$967K -$3.63K -82 -0.4%
HAG
692
HighPoint Advisor Group
Illinois
$967K +$38.2K +861 +4%
BFIM
693
Beese Fulmer Investment Management
Ohio
$962K -$20.6K -465 -2%
IRF
694
IBM Retirement Fund
New York
$958K -$5.48M -123,614 -88%
CWM
695
Concert Wealth Management
California
$956K -$26.4K -596 -3%
SACTSONJ
696
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$948K
CBN
697
Cadence Bank NA
Texas
$947K +$6.69K +151 +0.7%
ST
698
Spot Trading
Illinois
$944K +$972K +21,924 New
AT
699
Arden Trust
Delaware
$938K -$112K -2,530 -10%
WCM
700
Weik Capital Management
Pennsylvania
$937K

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.