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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
S
801
SignatureFD
Georgia
$639K -$33.6K -758 -5%
LNB
802
Ledyard National Bank
$634K +$122K +2,749 +23%
WAM
803
Wealthspire Advisors (Maryland)
Maryland
$633K +$11.9K +268 +2%
DAM
804
Delta Asset Management
Tennessee
$628K +$3.46K +78 +0.5%
ID
805
Integral Derivatives
New York
$627K +$645K +14,550 New
CA
806
CapWealth Advisors
Tennessee
$626K -$25.8K -582 -4%
PPCM
807
Pillar Pacific Capital Management
California
$621K -$4.96K -112 -0.8%
CCA
808
Checchi Capital Advisers
California
$618K -$70.1K -1,583 -10%
HR
809
Howe & Rusling
New York
$617K -$22.6K -510 -3%
HIIFS
810
Harel Insurance Investments & Financial Services
Israel
$617K +$620K +13,986 New
RMDI
811
R.M. Davis Inc
Maine
$605K +$121K +2,723 +24%
PCMM
812
Private Capital Management (Minnesota)
Minnesota
$603K
PGFC
813
Peapack-Gladstone Financial Corp
New Jersey
$602K
SC
814
Searle & Co
Connecticut
$601K +$73.6K +1,660 +13%
ZCA
815
Zeke Capital Advisors
Pennsylvania
$599K -$111K -2,494 -15%
RS
816
Robeco Schweiz
Switzerland
$596K -$139K -3,142 -19%
SCM
817
Sterling Capital Management
North Carolina
$595K -$550K -12,417 -47%
PJSIMP
818
P.J. Schmidt Investment Management (PJS)
Wisconsin
$589K +$65.4K +1,475 +12%
CI
819
Capital Innovations
Wisconsin
$582K +$214K +4,820 +56%
RBA
820
Richard Bernstein Advisors
New York
$579K
LW
821
Linscomb Wealth
Texas
$577K +$31.9K +719 +6%
SPC
822
Sigma Planning Corp
Michigan
$576K +$58.7K +1,324 +11%
CTA
823
Chesley Taft & Associates
Illinois
$576K +$133K +3,000 +29%
BTIS
824
BB&T Investment Services
North Carolina
$575K +$3.85K +87 +0.7%
CG
825
Caprock Group
Idaho
$573K +$45.3K +1,023 +8%

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.