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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
BA
851
Boston Advisors
Massachusetts
$510K +$4.43K +100 +0.9%
CFA
852
Carroll Financial Associates
North Carolina
$505K -$23K -519 -4%
WPW
853
Waldron Private Wealth
Pennsylvania
$504K +$264K +5,947 +103%
SBSB
854
Sullivan, Bruyette, Speros & Blaney
Virginia
$502K -$14.7K -332 -3%
NRS
855
Neville Rodie & Shaw
New York
$500K -$5.54K -125 -1%
TBA
856
Tower Bridge Advisors
Pennsylvania
$499K
BHWM
857
Bar Harbor Wealth Management
New Hampshire
$498K -$178K -4,026 -26%
Cetera Investment Advisers
858
Cetera Investment Advisers
Illinois
$498K +$16.4K +371 +3%
ACM
859
Ashford Capital Management
Delaware
$495K
AHB
860
Abner Herrman & Brock
New Jersey
$494K -$101K -2,276 -17%
BFEC
861
Benjamin F. Edwards & Company
Missouri
$493K -$76.4K -1,725 -13%
FBFS
862
First Business Financial Services
Wisconsin
$481K
MMG
863
Monetary Management Group
Missouri
$480K -$4.43K -100 -0.9%
JIC
864
Joel Isaacson & Co
New York
$477K
KCM
865
Kanawha Capital Management
Virginia
$477K +$532 +12 +0.1%
MFW
866
Mosaic Family Wealth
Missouri
$474K +$20.6K +465 +4%
P
867
Pitcairn
Pennsylvania
$473K -$2.3K -52 -0.5%
IAM
868
Impax Asset Management
New Hampshire
$472K +$35.5K +800 +8%
FNBOO
869
First National Bank of Omaha
Nebraska
$472K +$66.5K +1,500 +16%
SCP
870
Sandhill Capital Partners
New York
$468K -$21.8K -492 -4%
RG
871
Rikoon Group
New Mexico
$467K -$13.7K -310 -3%
CC
872
Cedar Capital
Illinois
$465K +$51.3K +1,157 +12%
NSB
873
Norway Savings Bank
Maine
$457K -$158K -3,569 -25%
AHC
874
Adell Harriman & Carpenter
Texas
$456K -$4.43K -100 -0.9%
HB
875
Homrich & Berg
Georgia
$455K +$8.69K +196 +2%

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.