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Mondelez International
MDLZ

1,146 hedge funds and large institutions have $47.2B invested in Mondelez International in 2014 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 389 increasing their positions, 453 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 58

79% more call options, than puts

Call options by funds: $339M | Put options by funds: $189M

7% more capital invested

Capital invested by funds: $44.2B → $47.2B (+$3.01B)

5% more funds holding

Funds holding: 1,095 → 1,146 (+51)

0% more funds holding in top 10

Funds holding in top 10: 22 → 22 (0)

14% less repeat investments, than reductions

Existing positions increased: 389 | Existing positions reduced: 453

Holders
1,146
Holders Change
+51
Holders Change %
+4.66%
% of All Funds
30.55%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.59%
New
127
Increased
389
Reduced
453
Closed
58
Calls
$339M
Puts
$189M
Net Calls
+$150M
Net Calls Change
+$161M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$259M
2
TFM
Trian Fund Management
New York
+$166M
3
State Street
State Street
Massachusetts
+$118M
4
Goldman Sachs
Goldman Sachs
New York
+$116M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$109M

Top Sellers

Rank Fund Capital Flow
1
BA
BlackRock Advisors
Delaware
-$294M
2
Morgan Stanley
Morgan Stanley
New York
-$204M
3
SC
Sculptor Capital
New York
-$163M
4
Bank of America
Bank of America
North Carolina
-$154M
5
SAM
Southeastern Asset Management
Tennessee
-$142M
Name Holding Trade Value Shares
Change 		Change in
Stake
BEAM
876
Baker Ellis Asset Management
Washington
$339K – – –
CCFCSB
877
Cape Cod Five Cents Savings Bank
Massachusetts
$338K -$19.7K -540 -5%
EWA
878
Exencial Wealth Advisors
Oklahoma
$338K -$2.51K -69 -0.8%
CCT
879
Capital City Trust
Florida
$338K – – –
HL
880
HeadInvest LLC
Maine
$337K – – –
MCM
881
Manchester Capital Management
Vermont
$337K – – –
BRWM
882
B. Riley Wealth Management
Tennessee
$333K +$7.03K +193 +2%
JIC
883
Joel Isaacson & Co
New York
$333K +$62.9K +1,729 +23%
CIC
884
Crawford Investment Counsel
Georgia
$332K – – –
GF
885
Gerstein Fisher
New York
$332K +$2.88K +79 +0.9%
FFBTD
886
First Financial Bank - Trust Division
Ohio
$331K -$20.2K -555 -6%
FMLI
887
Fukoku Mutual Life Insurance
Japan
$330K -$167K -4,600 -34%
CCA
888
Cobblestone Capital Advisors
New York
$330K +$182 +5 +0.1%
OWP
889
Obermeyer Wealth Partners
Colorado
$330K +$85.5K +2,350 +35%
OPTFSNA
890
Old Point Trust & Financial Services N A
Virginia
$328K – – –
BCM
891
Bluefin Capital Management
New York
$327K -$946K -25,993 -74%
MGIA
892
Moneta Group Investment Advisors
Missouri
$327K – – –
CIC
893
Chilton Investment Company
Connecticut
$326K +$327K +8,981 New
CI
894
Capital Innovations
Wisconsin
$324K +$325K +8,921 New
PFS
895
Prospera Financial Services
Texas
$322K +$25.5K +700 +9%
BA
896
Birinyi Associates
Connecticut
$321K – – –
FFC
897
First Financial Corp
Indiana
$320K -$27.2K -747 -8%
ANBTV
898
American National Bank & Trust (Virginia)
Virginia
$319K +$54.6K +1,500 +21%
SCA
899
Stonebridge Capital Advisors
Minnesota
$318K +$8.04K +221 +3%
MSS
900
Mitchell Sinkler & Starr
Pennsylvania
$317K – – –
34 35
36
37 38

MDLZ Hedge Fund Activity: Q4 2014 in Review

1,146 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q4 2014, worth a combined $47.2B — up 6.8% from $44.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new MDLZ positions and 58 closed out — a net gain of 69 holders — while 389 added to existing stakes and 453 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $259M. The largest seller was BlackRock Advisors, cutting an estimated $294M.

  • 1,146 institutional investors held Mondelez International (MDLZ) as of Q4 2014, up from 1,095 in Q3 2014.
  • Funds reported $47.2B of Mondelez International stock for Q4 2014, up 6.8% quarter-over-quarter.
  • 127 funds opened new Mondelez International positions in Q4 2014 and 58 closed out, a net change of +69 holders.
  • The largest Mondelez International buyer in Q4 2014 was Wellington Management Group, an estimated $259M added.
  • The largest Mondelez International seller in Q4 2014 was BlackRock Advisors, an estimated $294M sold.

Based on aggregated 13F filings for Q4 2014.