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Mondelez International
MDLZ

Overview Fund Activity

1,071 hedge funds and large institutions have $47.4B invested in Mondelez International in 2013 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 306 increasing their positions, 489 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
+54
Holders Change %
+5.31%
% of All Funds
31.11%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.87%
New
132
Increased
306
Reduced
489
Closed
68
Calls
$393M
Puts
$334M
Net Calls
+$59.2M
Net Calls Change
+$72.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$535M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$182M
3
JP
Jana Partners
New York
+$164M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$147M
5
CS
Credit Suisse
Switzerland
+$135M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$161M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$94M
3
SC
Sculptor Capital
New York
-$81.8M
4
ESG
Emerging Sovereign Group
New York
-$72M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$70.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
826
Lubar & Co
Wisconsin
$342K – – –
AHC
827
Adell Harriman & Carpenter
Texas
$341K -$106K -3,011 -24%
IA
828
IndexIQ Advisors
New York
$340K +$22.3K +632 +7%
BAM
829
Barrett Asset Management
New York
$338K – – –
CB
830
Chemical Bank
Michigan
$336K -$64.9K -1,841 -16%
CPO
831
Cerity Partners OCIO
New York
$336K -$47.5K -1,347 -12%
BCM
832
Birmingham Capital Management
Alabama
$330K -$39.5K -1,120 -11%
WKA
833
Wilson Kemp & Associates
Michigan
$330K +$15.9K +450 +5%
MCM
834
Manchester Capital Management
Vermont
$328K – – –
Rafferty Asset Management
835
Rafferty Asset Management
New York
$326K +$326K +9,249 New
MBTD
836
Mechanics Bank - Trust Department
California
$325K +$325K +9,201 New
FB
837
Fulton Bank
Pennsylvania
$325K +$325K +9,213 New
FTI
838
Fiduciary Trust International
Massachusetts
$324K +$45.1K +1,277 +16%
BEAM
839
Baker Ellis Asset Management
Washington
$322K -$70.7K -2,000 -18%
SCA
840
Stonebridge Capital Advisors
Minnesota
$322K +$322K +9,135 New
BFM
841
Boston Financial Management
Massachusetts
$318K – – –
CCT
842
Capital City Trust
Florida
$318K – – –
MGIA
843
Moneta Group Investment Advisors
Missouri
$318K – – –
GGPS
844
Gary Goldberg Planning Services
New York
$318K +$106 +3 +0%
CCA
845
Cobblestone Capital Advisors
New York
$318K +$17.5K +497 +6%
Harris Associates
846
Harris Associates
Illinois
$318K +$318K +9,004 New
FNT
847
First National Trust
Pennsylvania
$317K -$1.73K -49 -0.5%
SMU
848
Signet Management USA
Virginia
$317K +$317K +8,967 New
EWA
849
Exencial Wealth Advisors
Oklahoma
$314K – – –
CCMG
850
Clark Capital Management Group
Pennsylvania
$311K -$14.8K -418 -5%
32 33
34
35 36