Mondelez International
MDLZ
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.
36% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 55
1% more funds holding
Funds holding: 1,268 → 1,276 (+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: 30 → 27 (-3)
29% less call options, than puts
Call options by funds: $996M | Put options by funds: $1.39B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$579M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$195M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$184M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$150M |
| 5 |
JP Morgan Chase
New York
|
+$131M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$892M |
| 2 |
PSCM
Pershing Square Capital Management
New York
|
-$246M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$214M |
| 4 |
Nomura Holdings
Tokyo,
Japan
|
-$187M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$175M |
MDLZ Hedge Fund Activity: Q2 2017 in Review
1,276 of the 4,012 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.