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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
NAM
776
Needelman Asset Management
California
$732K -$4.43K -100 -0.6%
TNBTD
777
Trustmark National Bank Trust Department
Mississippi
$726K -$294K -6,630 -28%
RA
778
Rational Advisors
New York
$724K +$744K +16,800 New
CBTWT
779
Community Bank & Trust (Waco, Texas)
Texas
$719K
DWA
780
Douglass Winthrop Advisors
New York
$719K +$44.3K +1,000 +6%
HCM
781
Hilton Capital Management
New York
$711K +$111K +2,512 +18%
PAMG
782
Patton Albertson Miller Group
Tennessee
$710K -$74.2K -1,675 -9%
BST
783
Bath Savings Trust
Maine
$710K -$31K -700 -4%
IDBONY
784
Israel Discount Bank of New York
New York
$704K +$165K +3,715 +29%
HDIM
785
Hanson & Doremus Investment Management
Vermont
$695K -$57.6K -1,300 -7%
PL
786
Plancorp LLC
Missouri
$686K -$70.8K -1,598 -9%
TG
787
TCW Group
California
$685K -$5.18M -116,882 -88%
HCM
788
Hall Capital Management
Rhode Island
$684K -$52.4K -1,183 -7%
AIIMS
789
Analyst IMS Investment Management Services
Israel
$681K -$9.26K -209 -1%
WPC
790
Waters Parkerson & Co
Louisiana
$680K -$1.77K -40 -0.3%
WS
791
Wedbush Securities
California
$680K +$5.67K +128 +0.8%
CIM
792
CIM Investment Management
Pennsylvania
$676K -$70.1K -1,583 -9%
LP
793
LMR Partners
United Kingdom
$664K +$683K +15,405 New
GCIA
794
Gabelli & Co Investment Advisers
New York
$663K +$39.9K +900 +6%
FA
795
FDx Advisors
Illinois
$656K -$256K -5,775 -27%
MWAC
796
Mariner Wealth Advisors (Cincinnati)
Ohio
$656K -$12.9K -292 -2%
VAS
797
Valicenti Advisory Services
New York
$655K +$8.11K +183 +1%
HIC
798
Holderness Investments Company
North Carolina
$651K +$93.9K +2,120 +16%
NPC
799
National Planning Corporation
California
$651K +$121K +2,726 +22%
ASN
800
Advisory Services Network
Georgia
$642K +$661K +14,910 New

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.