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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
BIM
701
Baldwin Investment Management
Pennsylvania
$927K -$1.11K -25 -0.1%
WIC
702
Woodmont Investment Counsel
Tennessee
$926K
AMIM
703
Aull & Monroe Investment Management
Alabama
$925K -$13.3K -300 -1%
NFG
704
Next Financial Group
Texas
$924K -$385K -8,679 -30%
CWA
705
Cypress Wealth Advisors
California
$922K +$2.08K +47 +0.2%
BT
706
Brandywine Trust
Delaware
$919K
SCM
707
Schnieders Capital Management
California
$918K +$19.9K +450 +2%
CCM
708
Cadence Capital Management
Massachusetts
$911K -$838K -18,911 -47%
GIM
709
Guardian Investment Management
California
$909K -$266K -6,000 -22%
WF
710
Welch & Forbes
Massachusetts
$908K -$17.8K -402 -2%
ACS
711
Archford Capital Strategies
Illinois
$906K -$80.8K -1,823 -8%
WSTAM
712
Wilbanks Smith & Thomas Asset Management
Virginia
$903K -$17.1K -387 -2%
HTI
713
Hikari Tsushin Inc
Japan
$900K
ANRIA
714
American National Registered Investment Advisor
Texas
$897K
UBG
715
United Bank (Georgia)
Georgia
$894K +$56.8K +1,282 +7%
EDRH
716
Edmond de Rothschild Holding
Switzerland
$894K +$609K +13,750 +197%
SCI
717
Stableford Capital II
Arizona
$890K +$916K +20,662 New
EWM
718
Evercore Wealth Management
New York
$878K -$12.3K -278 -1%
TCM
719
Teza Capital Management
Illinois
$877K +$902K +20,360 New
RIL
720
Rothschild Investment LLC
Illinois
$875K +$8.06K +182 +0.9%
SIG
721
Sky Investment Group
Connecticut
$873K
W
722
Wealthfront
California
$873K +$104K +2,337 +13%
IB
723
Intrust Bank
Kansas
$869K +$2.84K +64 +0.3%
CAM
724
CGOV Asset Management
Ontario, Canada
$867K +$57.6K +1,300 +9%
PNC
725
Park National Corp
Ohio
$864K +$103K +2,319 +13%

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.