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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
PVWM
876
Point View Wealth Management
New Jersey
$455K +$24.4K +551 +6%
MCM
877
Murphy Capital Management
New Jersey
$452K +$5.27K +119 +1%
BCM
878
Bienville Capital Management
New York
$452K +$88.6K +2,000 +24%
GA
879
GFS Advisors
Texas
$450K +$462K +10,431 New
CIA
880
Choate Investment Advisors
Massachusetts
$449K +$1.82K +41 +0.4%
DWT
881
Dorsey & Whitney Trust
South Dakota
$445K +$3.06K +69 +0.7%
TSWM
882
Triangle Securities Wealth Management
North Carolina
$443K +$19.2K +434 +4%
CRC
883
Curi RMB Capital
Illinois
$442K +$86.5K +1,951 +24%
FFSOTS
884
Fiduciary Financial Services of The Southwest
Texas
$441K -$91.6K -2,066 -17%
BIC
885
Beach Investment Counsel
Pennsylvania
$439K -$56.9K -1,283 -11%
EHC
886
Everett Harris & Co
California
$439K
AAM
887
Aureus Asset Management
Massachusetts
$439K +$96.3K +2,174 +28%
CA
888
Cetera Advisors
Colorado
$438K -$12.1K -273 -3%
AFG
889
Albion Financial Group
Utah
$436K -$3.72K -84 -0.8%
BOH
890
Bank of Hawaii
Hawaii
$433K
ST
891
Sentinel Trust
Texas
$431K
PWAP
892
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$431K +$3.1K +70 +0.7%
BRA
893
Blue Rock Advisors
Minnesota
$431K +$443K +10,000 New
WG
894
Winton Group
United Kingdom
$428K -$24.3M -547,725 -98%
ARMT
895
Amica Retiree Medical Trust
Rhode Island
$428K
BPC
896
Banque Pictet & Cie
Switzerland
$428K
YWP
897
YorkBridge Wealth Partners
New York
$428K +$77.1K +1,740 +22%
NCM
898
Noesis Capital Mangement
Florida
$425K -$17.2K -388 -4%
IMOV
899
Investment Management of Virginia
Virginia
$423K
BIM
900
Bridges Investment Management
Nebraska
$419K -$18.4K -415 -4%

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.