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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
ANI
801
American National Insurance
Texas
$645K -$203K -4,500 -23%
DAM
802
Delta Asset Management
Tennessee
$641K +$10.9K +241 +2%
PJSIMP
803
P.J. Schmidt Investment Management (PJS)
Wisconsin
$641K +$53.2K +1,180 +9%
HIC
804
Holderness Investments Company
North Carolina
$640K -$13.5K -300 -2%
NPC
805
National Planning Corporation
California
$639K -$9.06K -201 -1%
Cetera Investment Advisers
806
Cetera Investment Advisers
Illinois
$639K +$145K +3,206 +28%
MWAC
807
Mariner Wealth Advisors (Cincinnati)
Ohio
$627K -$31.7K -702 -5%
MIAN
808
Mariner Independent Advisor Network
Kansas
$625K +$652K +14,471 New
HCM
809
Hall Capital Management
Rhode Island
$624K -$64.3K -1,425 -9%
HR
810
Howe & Rusling
New York
$624K +$5.55K +123 +0.9%
I2I
811
Insight 2811 Inc
Illinois
$622K -$131K -2,900 -17%
CAM
812
Close Asset Management
United Kingdom
$619K -$986K -21,865 -60%
LWAC
813
Laurel Wealth Advisors (California)
California
$607K +$43.8K +971 +7%
FNB
814
Farmers National Bank
Kentucky
$605K -$159K -3,529 -20%
SC
815
Searle & Co
Connecticut
$603K
IFWM
816
Institute for Wealth Management
Colorado
$602K +$626K +13,889 New
TFA
817
Transamerica Financial Advisors
Florida
$601K +$627K +13,913 New
SPC
818
Sigma Planning Corp
Michigan
$591K +$13.8K +306 +2%
AW
819
ACG Wealth
Georgia
$589K +$20.8K +461 +3%
CCA
820
Checchi Capital Advisers
California
$587K -$34.7K -769 -5%
CI
821
Capital Innovations
Wisconsin
$583K
BA
822
Boston Advisors
Massachusetts
$583K +$74.8K +1,660 +14%
RBA
823
Richard Bernstein Advisors
New York
$581K
PA
824
Parallel Advisors
California
$581K +$34.3K +760 +6%
PAMG
825
Patton Albertson Miller Group
Tennessee
$580K -$123K -2,725 -17%

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.