We are live on ! Find out more
MDLZ icon

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
MCWS
701
McKinley Carter Wealth Services
West Virginia
$828K -$197K -4,485 -19%
HCMNY
702
Howard Capital Management (New York)
New York
$824K +$19K +432 +2%
GS
703
GAM Systematic
United Kingdom
$821K -$438K -9,993 -35%
PNC
704
Park National Corp
Ohio
$817K -$4.39K -100 -0.5%
DCMM
705
DG Capital Management (Massachusetts)
Massachusetts
$812K -$527K -12,005 -39%
ACP
706
Ashfield Capital Partners
California
$811K -$11K -250 -1%
CBB
707
Citizens Business Bank
California
$811K +$811K +18,486 New
LWCFA
708
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$809K +$5.48K +125 +0.7%
PAMG
709
Patton Albertson Miller Group
Tennessee
$808K -$49.4K -1,125 -6%
1GA
710
1st Global Advisors
Texas
$808K +$146K +3,328 +22%
KLI
711
Kelman-Lazarov Inc
Tennessee
$807K
CAM
712
Columbia Asset Management
Michigan
$801K -$40.6K -925 -5%
HBT
713
Hills Bank & Trust
Iowa
$801K +$34.5K +787 +5%
FG
714
Fiduciary Group
Georgia
$799K -$17.5K -400 -2%
RC
715
Roundview Capital
New Jersey
$799K -$10.3K -235 -1%
EFS
716
Essex Financial Services
Connecticut
$798K -$22.6K -515 -3%
NB
717
Nicolet Bankshares
Wisconsin
$793K +$397K +9,041 +100%
CB
718
Chemical Bank
Michigan
$787K
NIC
719
Northwest Investment Counselors
Oregon
$786K -$4.39K -100 -0.6%
MLIC
720
Mandatum Life Insurance Company
Finland
$778K +$86.9K +1,980 +13%
CIC
721
Carnegie Investment Counsel
Ohio
$775K -$45.9K -1,047 -5%
FA
722
FDx Advisors
Illinois
$774K +$28.1K +640 +4%
I2I
723
Insight 2811 Inc
Illinois
$773K -$160K -3,650 -17%
HPBT
724
High Point Bank & Trust
North Carolina
$768K -$7.59K -173 -1%
WS
725
Wedbush Securities
California
$764K +$14.5K +330 +2%

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.