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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
LW
826
Linscomb Wealth
Texas
$580K +$1.76K +39 +0.3%
CTA
827
Chesley Taft & Associates
Illinois
$578K
BTIS
828
BB&T Investment Services
North Carolina
$576K +$902 +20 +0.2%
PPCM
829
Pillar Pacific Capital Management
California
$574K -$50.7K -1,125 -8%
S
830
SignatureFD
Georgia
$565K -$78.8K -1,748 -12%
BCM
831
Bourgeon Capital Management
Connecticut
$561K
CCM
832
Compton Capital Management
Rhode Island
$561K +$20.5K +455 +4%
KIC
833
Keating Investment Counselors
Florida
$560K
FNBTCON
834
First National Bank & Trust Co of Newtown
Pennsylvania
$560K +$3.29K +73 +0.6%
TSW
835
Thompson Siegel & Walmsley
Virginia
$558K
CWM
836
Cornerstone Wealth Management
Missouri
$557K +$177K +3,928 +44%
PCMM
837
Private Capital Management (Minnesota)
Minnesota
$555K -$51.9K -1,150 -8%
FWM
838
Focused Wealth Management
New York
$555K +$90 +2 +0%
CG
839
Clinton Group
New York
$554K -$2.02M -44,719 -78%
CFA
840
Carroll Financial Associates
North Carolina
$545K +$40.2K +891 +8%
FLI
841
Family Legacy Inc
South Carolina
$544K -$3.38K -75 -0.6%
SKK
842
Shepherd Kaplan Krochuk
Massachusetts
$542K
AI
843
Atria Investments
North Carolina
$541K +$8.48K +188 +2%
HIH
844
HRS Investment Holdings
New York
$540K
CA
845
Cetera Advisors
Colorado
$539K +$107K +2,367 +23%
RIG
846
Roosevelt Investment Group
New York
$537K -$5K -111 -0.9%
CT
847
Cambridge Trust
Massachusetts
$526K -$13.2K -292 -2%
BHBT
848
Burke & Herbert Bank & Trust
Virginia
$524K
IAM
849
Impax Asset Management
New Hampshire
$521K +$49.6K +1,100 +10%
RS
850
Robeco Schweiz
Switzerland
$516K -$80.4K -1,784 -13%

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.