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Mondelez International
MDLZ

Overview Fund Activity

1,095 hedge funds and large institutions have $49.3B invested in Mondelez International in 2014 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 359 increasing their positions, 470 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,095
Holders Change
+15
Holders Change %
+1.39%
% of All Funds
31.49%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.75%
New
83
Increased
359
Reduced
470
Closed
61
Calls
$185M
Puts
$120M
Net Calls
+$65.4M
Net Calls Change
-$101M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$531M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$203M
3
SC
Sculptor Capital
New York
+$171M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$145M
5
Aristotle Capital Management
Aristotle Capital Management
California
+$135M

Top Sellers

1
Invesco
Invesco
Georgia
-$471M
2
State Street
State Street
Massachusetts
-$209M
3
IFP
Independent Franchise Partners
United Kingdom
-$139M
4
Two Sigma Investments
Two Sigma Investments
New York
-$97.9M
5
SAM
Southeastern Asset Management
Tennessee
-$91M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
701
Bartlett & Co
Ohio
$752K – – –
WFI
702
West Family Investments
California
$752K – – –
BST
703
Bath Savings Trust
Maine
$734K -$90.3K -2,400 -11%
PPCM
704
Pillar Pacific Capital Management
California
$734K -$32.5K -865 -4%
PFSC
705
Peoples Financial Services Corp
Pennsylvania
$733K -$9.4K -250 -1%
PSI
706
Pinnacle Summer Investments
Virginia
$729K -$578K -15,224 -44%
WSTAM
707
Wilbanks Smith & Thomas Asset Management
Virginia
$727K -$64.8K -1,722 -8%
CA
708
Cetera Advisors
Colorado
$721K +$22.3K +583 +3%
RC
709
Roundview Capital
New Jersey
$714K -$1.88K -50 -0.3%
MWR
710
McAdams Wright Ragen
Washington
$712K +$348K +9,247 +95%
WFM
711
Wilmington Funds Management
Delaware
$707K -$553K -14,700 -44%
HCMNY
712
Howard Capital Management (New York)
New York
$704K -$21.3K -567 -3%
LNWWM
713
Laird Norton Wetherby Wealth Management
California
$698K -$29.7K -790 -4%
EFS
714
Essex Financial Services
Connecticut
$697K -$18.5K -492 -3%
DADC
715
D.A. Davidson & Co
Montana
$690K +$16.6K +443 +2%
SCM
716
Schnieders Capital Management
California
$686K +$62.1K +1,650 +10%
TYCC
717
Texas Yale Capital Corp
Florida
$681K – – –
ANB
718
Amarillo National Bank
Texas
$679K +$3.2K +85 +0.5%
VFA
719
Virtus Fund Advisers
Connecticut
$672K +$672K +17,866 New
MMG
720
Monetary Management Group
Missouri
$671K -$152K -4,050 -18%
LWCFA
721
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$671K +$80.8K +2,150 +14%
HPBT
722
High Point Bank & Trust
North Carolina
$668K -$7.52K -200 -1%
GSC
723
Ground Swell Capital
South Carolina
$667K +$667K +17,743 New
BHWM
724
Bar Harbor Wealth Management
New Hampshire
$663K -$38K -1,009 -5%
MFS
725
MSI Financial Services
Massachusetts
$663K -$903 -24 -0.1%
27 28
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