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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
WIM
676
Waverton Investment Management
United Kingdom
$1.03M -$108K -2,400 -9%
EP
677
Elkfork Partners
Oregon
$1.02M -$2.15M -47,608 -67%
FA
678
FDx Advisors
Illinois
$1M +$362K +8,030 +53%
FWM
679
Frontier Wealth Management
Missouri
$1M +$3.38K +75 +0.3%
W
680
Wealthfront
California
$1M +$132K +2,920 +14%
NSIM
681
North Star Investment Management
Illinois
$1M
ADBIC
682
A.D. Beadell Investment Counsel
Wisconsin
$992K
MRCM
683
M&R Capital Management
New Jersey
$992K +$13.5K +300 +1%
HS
684
HighVista Strategies
Massachusetts
$985K
EWM
685
Evercore Wealth Management
New York
$975K +$99.4K +2,204 +11%
BHB
686
Bank Hapoalim BM
Israel
$973K -$60.9K -1,350 -6%
LPC
687
Loeb Partners Corp
New York
$972K
GIA
688
Guyasuta Investment Advisors
Pennsylvania
$971K -$193K -4,275 -16%
RB
689
Rodgers Brothers
Pennsylvania
$968K -$72.1K -1,600 -7%
HAG
690
HighPoint Advisor Group
Illinois
$967K
BFIM
691
Beese Fulmer Investment Management
Ohio
$965K
CBN
692
Cadence Bank NA
Texas
$955K +$5.23K +116 +0.5%
WCM
693
Weik Capital Management
Pennsylvania
$939K
SCM
694
Schnieders Capital Management
California
$935K +$15.8K +350 +2%
AT
695
Arden Trust
Delaware
$931K -$10.2K -227 -1%
CCM
696
Cadence Capital Management
Massachusetts
$929K +$16.1K +358 +2%
SCI
697
Stableford Capital II
Arizona
$925K +$34.3K +760 +4%
BT
698
Brandywine Trust
Delaware
$921K
WF
699
Welch & Forbes
Massachusetts
$917K +$6.58K +146 +0.7%
HBT
700
Hills Bank & Trust
Iowa
$916K +$124K +2,747 +15%

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.