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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
CRC
876
Curi RMB Capital
Illinois
$471K +$29.4K +651 +6%
GBT
877
Grove Bank & Trust
Florida
$471K +$240K +5,330 +96%
TDC
878
Thompson Davis & Co
Virginia
$471K +$373K +8,273 +315%
P
879
Pitcairn
Pennsylvania
$470K -$3.88K -86 -0.8%
RCAG
880
Rehmann Capital Advisory Group
Michigan
$461K -$85K -1,886 -15%
NSB
881
Norway Savings Bank
Maine
$461K +$3.16K +70 +0.7%
CG
882
Colony Group
Massachusetts
$458K +$478K +10,612 New
CONA
883
Capital One National Association
New York
$453K +$104K +2,304 +28%
PG
884
Pendal Group
Australia
$450K +$470K +10,427 New
PFS
885
Prospera Financial Services
Texas
$450K -$104K -2,305 -18%
GA
886
GFS Advisors
Texas
$450K
DWT
887
Dorsey & Whitney Trust
South Dakota
$447K +$1.71K +38 +0.4%
HB
888
Homrich & Berg
Georgia
$445K -$11.3K -250 -2%
RG
889
Rikoon Group
New Mexico
$445K -$4.51K -100 -1%
CIA
890
Choate Investment Advisors
Massachusetts
$444K -$7.17K -159 -2%
YWP
891
YorkBridge Wealth Partners
New York
$442K +$20.6K +456 +5%
WP
892
WMS Partners
Maryland
$442K +$461K +10,227 New
BIC
893
Beach Investment Counsel
Pennsylvania
$441K
WIS
894
Wright Investors Service
Connecticut
$441K +$57.7K +1,280 +14%
EHC
895
Everett Harris & Co
California
$440K
TSWM
896
Triangle Securities Wealth Management
North Carolina
$439K -$5.86K -130 -1%
SCM
897
Sterling Capital Management
North Carolina
$438K -$165K -3,669 -27%
AFG
898
Albion Financial Group
Utah
$437K
BOH
899
Bank of Hawaii
Hawaii
$434K
ST
900
Sentinel Trust
Texas
$432K

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.