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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
Assenagon Asset Management
726
Assenagon Asset Management
Luxembourg
$862K
WFI
727
West Family Investments
California
$862K
BPCE
728
Bank Pictet & Cie (Europe)
Germany
$853K -$28.8K -650 -3%
BC
729
Bartlett & Co
Ohio
$852K
CAM
730
Congress Asset Management
Massachusetts
$850K -$24.6K -555 -3%
PFSC
731
Peoples Financial Services Corp
Pennsylvania
$849K -$56.8K -1,282 -6%
RC
732
Roundview Capital
New Jersey
$846K +$64.3K +1,450 +8%
CIA
733
Capital Investment Advisors
Georgia
$845K -$21.6K -488 -2%
CA
734
Cortland Associates
Missouri
$845K
ACP
735
Ashfield Capital Partners
California
$839K +$114K +2,578 +15%
ANI
736
American National Insurance
Texas
$837K
TH
737
Timber Hill
Connecticut
$836K -$3.76M -84,756 -81%
AIM
738
Aspen Investment Management
Michigan
$834K
DA
739
Dillon & Associates
Michigan
$834K
IGIM
740
I.G. Investment Management
Manitoba, Canada
$834K +$736K +16,600 +604%
APP
741
Avantax Planning Partners
Iowa
$833K -$15.7K -354 -2%
UR
742
USCA RIA
Texas
$832K -$143K -3,223 -14%
Verition Fund Management
743
Verition Fund Management
Connecticut
$818K +$841K +18,981 New
HCMNY
744
Howard Capital Management (New York)
New York
$816K +$27K +610 +3%
TYCC
745
Texas Yale Capital Corp
Florida
$813K
MCWS
746
McKinley Carter Wealth Services
West Virginia
$812K
SFM
747
Signet Financial Management
New Jersey
$809K +$832K +18,783 New
DPIM
748
Duff & Phelps Investment Management
Illinois
$804K -$23.9K -540 -3%
BFA
749
Bragg Financial Advisors
North Carolina
$800K +$78.9K +1,781 +11%
GP
750
Girard Partners
Pennsylvania
$797K -$49.8K -1,124 -6%

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.