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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
AGM
901
Alpine Global Management
New York
$419K +$431K +9,719 New
BFM
902
Boston Financial Management
Massachusetts
$416K +$34.7K +783 +9%
BIC
903
Bridges Investment Counsel
Nebraska
$415K -$794K -17,927 -65%
SCP
904
Seizert Capital Partners
Michigan
$412K -$118K -2,670 -22%
WJA
905
Williams Jones & Associates
New York
$408K -$110K -2,478 -21%
CIC
906
Chilton Investment Company
Connecticut
$408K -$11.1K -250 -3%
4IG
907
440 Investment Group
Kansas
$408K +$419K +9,466 New
UBWV
908
United Bank (West Virginia)
West Virginia
$403K -$29.6K -667 -7%
TC
909
TFS Capital
Pennsylvania
$403K +$415K +9,361 New
CWM
910
Cornerstone Wealth Management
Missouri
$395K +$66.9K +1,510 +20%
BEAM
911
Baker Ellis Asset Management
Washington
$393K
STMM
912
South Texas Money Management
Texas
$393K +$4.83K +109 +1%
SSWM
913
Smith Salley Wealth Management
North Carolina
$391K +$58.1K +1,312 +17%
BBHC
914
Brown Brothers Harriman & Co
New York
$390K -$103K -2,314 -20%
CCFCSB
915
Cape Cod Five Cents Savings Bank
Massachusetts
$389K -$4.17K -94 -1%
SBH
916
Segall Bryant & Hamill
Illinois
$387K -$21.6K -488 -5%
IH
917
IFC Holdings
Florida
$386K -$49.4K -1,115 -11%
VFA
918
Voya Financial Advisors
Connecticut
$385K -$6.29K -142 -2%
CG
919
Cutler Group
California
$384K -$80.6K -1,819 -17%
WIS
920
Wright Investors Service
Connecticut
$384K +$39.7K +895 +11%
BHIA
921
Birch Hill Investment Advisors
Massachusetts
$381K -$2.13K -48 -0.5%
TG
922
TLP Group
Illinois
$381K +$392K +8,844 New
FHA
923
Flagship Harbor Advisors
Massachusetts
$379K -$85.4K -1,928 -18%
FBA
924
Front Barnett Associates
Illinois
$379K
DIA
925
Denver Investment Advisors
Colorado
$376K

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.