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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
Acadian Asset Management
751
Acadian Asset Management
Massachusetts
$795K -$62.1K -1,402 -7%
HBT
752
Hills Bank & Trust
Iowa
$795K +$7.75K +175 +1%
LWCFA
753
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$789K -$5.54K -125 -0.7%
CAM
754
Columbia Asset Management
Michigan
$785K
1GA
755
1st Global Advisors
Texas
$783K +$33.2K +750 +4%
AIM
756
Allen Investment Management
New York
$781K -$886K -19,993 -52%
LOAME
757
Lombard Odier Asset Management (Europe)
United Kingdom
$775K -$162K -3,650 -17%
EFS
758
Essex Financial Services
Connecticut
$772K -$227K -5,113 -22%
KLI
759
Kelman-Lazarov Inc
Tennessee
$771K
FNB
760
Farmers National Bank
Kentucky
$769K -$15.2K -343 -2%
FG
761
Fiduciary Group
Georgia
$769K -$8.86K -200 -1%
CIC
762
Carnegie Investment Counsel
Ohio
$768K -$66.7K -1,506 -8%
NB
763
Nicolet Bankshares
Wisconsin
$767K -$6.42K -145 -0.8%
CWM
764
Calamos Wealth Management
Illinois
$764K -$2.05M -46,214 -72%
BAAM
765
Baker Avenue Asset Management
California
$763K
AIM
766
ARGA Investment Management
Connecticut
$763K +$350K +7,900 +81%
RCM
767
Radnor Capital Management
Pennsylvania
$758K -$57.6K -1,300 -7%
NIC
768
Northwest Investment Counselors
Oregon
$756K -$4.43K -100 -0.6%
BAM
769
Barrett Asset Management
New York
$755K +$532K +12,000 +218%
SGCA
770
Steel Grove Capital Advisors
Tennessee
$754K
TAM
771
Tocqueville Asset Management
New York
$753K -$78K -1,760 -9%
SHCM
772
Stokes & Hubbell Capital Management
Louisiana
$746K +$89 +2 +0%
I2I
773
Insight 2811 Inc
Illinois
$745K
VRS
774
Virginia Retirement Systems
Virginia
$744K -$1.08M -24,300 -58%
SCA
775
Snowden Capital Advisors
New York
$733K +$280K +6,329 +59%

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.