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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
NB
751
Nicolet Bankshares
Wisconsin
$791K +$23.6K +524 +3%
BMC
752
Beaton Management Company
Massachusetts
$790K +$825K +18,294 New
CAM
753
Columbia Asset Management
Michigan
$787K
AIM
754
Allen Investment Management
New York
$785K +$2.21K +49 +0.3%
GI
755
Glovista Investments
New Jersey
$783K +$239K +5,300 +41%
QAM
756
Quantres Asset Management
Cayman Islands
$782K +$816K +18,100 New
LOAME
757
Lombard Odier Asset Management (Europe)
United Kingdom
$777K
1GA
758
1st Global Advisors
Texas
$773K -$12.3K -273 -2%
KLI
759
Kelman-Lazarov Inc
Tennessee
$767K -$6.76K -150 -0.8%
TYCC
760
Texas Yale Capital Corp
Florida
$765K -$51.9K -1,150 -6%
FG
761
Fiduciary Group
Georgia
$765K -$6.4K -142 -0.8%
RCM
762
Radnor Capital Management
Pennsylvania
$760K
NIC
763
Northwest Investment Counselors
Oregon
$758K -$721 -16 -0.1%
BAM
764
Barrett Asset Management
New York
$756K
CIC
765
Carnegie Investment Counsel
Ohio
$755K -$9.78K -217 -1%
DWA
766
Douglass Winthrop Advisors
New York
$755K +$36.1K +800 +5%
FPFS
767
First Personal Financial Services
North Carolina
$753K +$541K +11,990 +220%
DPIM
768
Duff & Phelps Investment Management
Illinois
$752K -$56.4K -1,250 -7%
VRS
769
Virginia Retirement Systems
Virginia
$746K
TAM
770
Tyers Asset Management
Texas
$744K -$1.56M -34,624 -67%
NAM
771
Needelman Asset Management
California
$736K +$2.03K +45 +0.3%
CWM
772
Calamos Wealth Management
Illinois
$730K -$38.1K -846 -5%
TNBTD
773
Trustmark National Bank Trust Department
Mississippi
$722K -$6.18K -137 -0.8%
LWCFA
774
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$721K -$86.9K -1,927 -11%
CBTWT
775
Community Bank & Trust (Waco, Texas)
Texas
$721K

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.