We are live on ! Find out more
MDLZ icon

Mondelez International

1,345 hedge funds and large institutions have $47.8B invested in Mondelez International in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 472 increasing their positions, 535 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $45.5B → $47.8B (+$2.33B)

7% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 76

0.55% more ownership

Funds ownership: 75.32%75.87% (+0.55%)

0% less funds holding

Funds holding: 1,3501,345 (-5)

12% less repeat investments, than reductions

Existing positions increased: 472 | Existing positions reduced: 535

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

58% less call options, than puts

Call options by funds: $291M | Put options by funds: $687M

Holders
1,345
Holders Change
-5
Holders Change %
-0.37%
% of All Funds
30.75%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.43%
New
81
Increased
472
Reduced
535
Closed
76
Calls
$291M
Puts
$687M
Net Calls
-$396M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NIC
776
Northwest Investment Counselors
Oregon
$721K -$2.13K -50 -0.3%
UR
777
USCA RIA
Texas
$715K +$53.8K +1,262 +8%
EFS
778
Essex Financial Services
Connecticut
$710K -$4.65K -109 -0.7%
RIM
779
Rampart Investment Management
Connecticut
$710K +$425K +9,973 +66%
CCM
780
Compton Capital Management
Rhode Island
$709K -$4.27K -100 -0.6%
GP
781
Greenline Partners
New York
$709K
LWCFA
782
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$705K
WF
783
Welch & Forbes
Massachusetts
$700K -$14.8K -346 -2%
PCM
784
Poehling Capital Management
Wisconsin
$698K +$80.4K +1,885 +13%
DBRC
785
D.B. Root & Company
Pennsylvania
$692K +$687K +16,114 New
CS
786
Comerica Securities
Michigan
$691K +$171K +4,005 +33%
KLI
787
Kelman-Lazarov Inc
Tennessee
$688K -$13.9K -325 -2%
SACTSONJ
788
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$687K +$171K +4,000 +33%
DMK
789
David M. Knott
$683K
FWM
790
Frontier Wealth Management
Missouri
$680K -$9.3K -218 -1%
ARTA
791
A.R.T. Advisors
New York
$678K -$8.08M -189,300 -92%
HDIM
792
Hanson & Doremus Investment Management
Vermont
$678K -$6.83K -160 -1%
TA
793
Tiedemann Advisors
New York
$678K +$20K +468 +3%
AHC
794
Adell Harriman & Carpenter
Texas
$670K -$38.4K -900 -5%
FG
795
Fiduciary Group
Georgia
$665K -$8.53K -200 -1%
DPIM
796
Duff & Phelps Investment Management
Illinois
$664K -$18.8K -440 -3%
LWAC
797
Laurel Wealth Advisors (California)
California
$664K +$38.6K +905 +6%
OMC
798
Overbrook Management Corp
New York
$659K +$654K +15,341 New
GP
799
Girard Partners
Pennsylvania
$657K -$7.81K -183 -1%
PIA
800
Piedmont Investment Advisors
North Carolina
$655K -$2.05M -48,006 -76%