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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 %
RNS
726
Robert N. Shapiro
$663K +$67.7K +1,804 +11%
LW
727
Linscomb Wealth
Texas
$650K +$21.9K +581 +3%
BFA
728
Bragg Financial Advisors
North Carolina
$647K – – –
IAM
729
Impax Asset Management
New Hampshire
$646K +$646K +17,182 New
HKIM
730
Hayek Kallen Investment Management
Alabama
$645K +$13.8K +367 +2%
MWAC
731
Mariner Wealth Advisors (Cincinnati)
Ohio
$644K +$62.6K +1,667 +11%
RIM
732
Regent Investment Management
Kentucky
$638K – – –
SCM
733
Stux Capital Management
New York
$636K +$636K +16,900 New
VAS
734
Valicenti Advisory Services
New York
$634K -$930K -24,738 -59%
DWA
735
Douglass Winthrop Advisors
New York
$634K -$162K -4,302 -20%
Verition Fund Management
736
Verition Fund Management
Connecticut
$630K -$257K -6,833 -29%
NAM
737
Needelman Asset Management
California
$625K – – –
SCP
738
Seizert Capital Partners
Michigan
$624K – – –
ACP
739
Ashfield Capital Partners
California
$623K -$85.9K -2,283 -12%
AT
740
Arden Trust
Delaware
$615K -$1.88K -50 -0.3%
IAS
741
IMA Advisory Services
Colorado
$594K +$594K +15,785 New
SA
742
Strategic Advisors
New York
$586K -$4.36K -116 -0.7%
BUB
743
BBVA USA Bancshares
Texas
$581K -$12.6K -336 -2%
AWM
744
Altavista Wealth Management
North Carolina
$580K -$363K -9,651 -38%
WIS
745
Wright Investors Service
Connecticut
$577K +$25.4K +674 +5%
FHA
746
First Horizon Advisors
Tennessee
$569K -$140K -3,749 -20%
III
747
Independent Investors Inc
New York
$569K – – –
UBWV
748
United Bank (West Virginia)
West Virginia
$566K -$979 -26 -0.2%
AF
749
Aldebaran Financial
$564K -$30.7K -816 -5%
BAM
750
Burgundy Asset Management
Ontario, Canada
$564K – – –
28 29
30
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