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Mondelez International

1,276 hedge funds and large institutions have $50.2B invested in Mondelez International in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 473 increasing their positions, 502 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 55

1% more funds holding

Funds holding: 1,2681,276 (+8)

0.1% less ownership

Funds ownership: 76.77%76.67% (-0.1%)

0% less capital invested

Capital invested by funds: $50.4B → $50.2B (-$151M)

6% less repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 502

10% less funds holding in top 10

Funds holding in top 10: 3027 (-3)

29% less call options, than puts

Call options by funds: $996M | Put options by funds: $1.39B

Holders
1,276
Holders Change
+8
Holders Change %
+0.63%
% of All Funds
31.81%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.67%
New
75
Increased
473
Reduced
502
Closed
55
Calls
$996M
Puts
$1.39B
Net Calls
-$398M
Net Calls Change
-$123M
Name Holding Trade Value Shares
Change
Change in
Stake
UR
726
USCA RIA
Texas
$854K +$21.1K +467 +2%
CAM
727
Congress Asset Management
Massachusetts
$852K
BC
728
Bartlett & Co
Ohio
$850K -$4.33K -96 -0.5%
CA
729
Cortland Associates
Missouri
$847K
EFS
730
Essex Financial Services
Connecticut
$847K +$76.3K +1,692 +9%
SI
731
SII Investments
Wisconsin
$843K -$141K -3,125 -14%
AIM
732
Aspen Investment Management
Michigan
$843K +$6.76K +150 +0.8%
APP
733
Avantax Planning Partners
Iowa
$843K +$7.67K +170 +0.9%
ACP
734
Ashfield Capital Partners
California
$842K
ZB
735
Zions Bancorporation
Utah
$833K +$851K +18,883 +4,583%
RCM
736
Riverhead Capital Management
Delaware
$828K -$1.72M -38,110 -67%
SCA
737
Snowden Capital Advisors
New York
$827K +$96.4K +2,139 +13%
KOCAA
738
Knights of Columbus Asset Advisors
Connecticut
$821K -$473K -10,500 -36%
SGCA
739
Steel Grove Capital Advisors
Tennessee
$820K +$66K +1,464 +8%
HCMNY
740
Howard Capital Management (New York)
New York
$818K
FIM
741
Freedom Investment Management
Connecticut
$816K -$506K -11,218 -37%
BAAM
742
Baker Avenue Asset Management
California
$816K +$54.1K +1,199 +7%
BPC
743
Banque Pictet & Cie
Switzerland
$816K +$404K +8,962 +90%
MCWS
744
McKinley Carter Wealth Services
West Virginia
$814K
SFM
745
Signet Financial Management
New Jersey
$811K
GP
746
Girard Partners
Pennsylvania
$807K +$8.7K +193 +1%
BFA
747
Bragg Financial Advisors
North Carolina
$802K
GIM
748
Guardian Investment Management
California
$799K -$117K -2,600 -12%
BPCE
749
Bank Pictet & Cie (Europe)
Germany
$798K -$59.3K -1,315 -7%
PNC
750
Park National Corp
Ohio
$794K -$76.4K -1,694 -8%

MDLZ Hedge Fund Activity: Q2 2017 in Review

1,276 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q2 2017, worth a combined $50.2B — down 0.3% from $50.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new MDLZ positions and 55 closed out — a net gain of 20 holders — while 473 added to existing stakes and 502 trimmed.

The largest buyer was UBS Group, adding an estimated $579M. The largest seller was Wellington Management Group, cutting an estimated $892M.

  • 1,276 institutional investors held Mondelez International (MDLZ) as of Q2 2017, up from 1,268 in Q1 2017.
  • Funds reported $50.2B of Mondelez International stock for Q2 2017, down 0.3% quarter-over-quarter.
  • 75 funds opened new Mondelez International positions in Q2 2017 and 55 closed out, a net change of +20 holders.
  • The largest Mondelez International buyer in Q2 2017 was UBS Group, an estimated $579M added.
  • The largest Mondelez International seller in Q2 2017 was Wellington Management Group, an estimated $892M sold.

Based on aggregated 13F filings for Q2 2017.