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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
Dodge & Cox
851
Dodge & Cox
California
$511K
RMDI
852
R.M. Davis Inc
Maine
$510K -$101K -2,242 -16%
SBSB
853
Sullivan, Bruyette, Speros & Blaney
Virginia
$508K +$5.14K +114 +1%
PVWM
854
Point View Wealth Management
New Jersey
$507K +$52.6K +1,166 +11%
BBHC
855
Brown Brothers Harriman & Co
New York
$506K +$120K +2,669 +30%
TU
856
TDAM USA
Ontario, Canada
$505K -$24.6K -545 -4%
NRS
857
Neville Rodie & Shaw
New York
$501K
MFW
858
Mosaic Family Wealth
Missouri
$501K +$27.1K +600 +5%
CC
859
Cedar Capital
Illinois
$500K +$35.1K +779 +7%
FFSOTS
860
Fiduciary Financial Services of The Southwest
Texas
$498K +$58.2K +1,290 +13%
ACM
861
Ashford Capital Management
Delaware
$496K
KCM
862
Kanawha Capital Management
Virginia
$496K +$18.7K +415 +4%
AAM
863
Aureus Asset Management
Massachusetts
$492K +$70.6K +1,566 +16%
AHB
864
Abner Herrman & Brock
New Jersey
$491K -$4.96K -110 -1%
BFEC
865
Benjamin F. Edwards & Company
Missouri
$491K -$3.56K -79 -0.7%
GCA
866
Gideon Capital Advisors
New York
$489K -$31.6K -700 -6%
SGI
867
Summit Global Investments
Utah
$486K +$507K +11,254 New
AHC
868
Adell Harriman & Carpenter
Texas
$483K +$27.1K +600 +6%
FBFS
869
First Business Financial Services
Wisconsin
$482K
JIC
870
Joel Isaacson & Co
New York
$479K
SCP
871
Sandhill Capital Partners
New York
$478K +$9.88K +219 +2%
SLF
872
Sun Life Financial
Ontario, Canada
$477K +$497K +11,018 +31,480%
MMG
873
Monetary Management Group
Missouri
$475K -$6.76K -150 -1%
TBA
874
Tower Bridge Advisors
Pennsylvania
$475K -$27.1K -601 -5%
ATC
875
Argent Trust Co
Tennessee
$473K -$45.1K -1,000 -8%

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.