Mondelez International
MDLZ
1,182 hedge funds and large institutions have $51.3B invested in Mondelez International in 2015 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 395 increasing their positions, 447 reducing their positions, and 41 closing their positions.
159% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 41
31% more funds holding in top 10
Funds holding in top 10: 32 → 42 (+10)
5% more funds holding
Funds holding: 1,123 → 1,182 (+59)
1% more capital invested
Capital invested by funds: $50.7B → $51.3B (+$536M)
12% less repeat investments, than reductions
Existing positions increased: 395 | Existing positions reduced: 447
37% less call options, than puts
Call options by funds: $845M | Put options by funds: $1.34B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSCM
Pershing Square Capital Management
New York
|
+$1.87B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$730M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$405M |
| 4 |
IG
ING Group
Amsterdam,
Netherlands
|
+$285M |
| 5 |
CWM
CIBC World Markets
New York
|
+$218M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Holdings
Tokyo,
Japan
|
-$2.86B |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$400M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$277M |
| 4 |
SC
Sculptor Capital
New York
|
-$221M |
| 5 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$177M |
MDLZ Hedge Fund Activity: Q3 2015 in Review
1,182 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q3 2015, worth a combined $51.3B — up 1.1% from $50.7B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new MDLZ positions and 41 closed out — a net gain of 65 holders — while 395 added to existing stakes and 447 trimmed.
The largest buyer was Pershing Square Capital Management, opening a new position worth an estimated $1.87B. The largest seller was Nomura Holdings, cutting an estimated $2.86B.
- 1,182 institutional investors held Mondelez International (MDLZ) as of Q3 2015, up from 1,123 in Q2 2015.
- Funds reported $51.3B of Mondelez International stock for Q3 2015, up 1.1% quarter-over-quarter.
- 106 funds opened new Mondelez International positions in Q3 2015 and 41 closed out, a net change of +65 holders.
- The largest Mondelez International buyer in Q3 2015 was Pershing Square Capital Management, an estimated $1.87B added.
- The largest Mondelez International seller in Q3 2015 was Nomura Holdings, an estimated $2.86B sold.
Based on aggregated 13F filings for Q3 2015.