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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
MCM
901
Murphy Capital Management
New Jersey
$431K -$22.2K -493 -5%
ARMT
902
Amica Retiree Medical Trust
Rhode Island
$430K
BIM
903
Bridges Investment Management
Nebraska
$429K +$9.02K +200 +2%
NCM
904
Noesis Capital Mangement
Florida
$426K
PWAP
905
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$420K -$13.5K -300 -3%
CCM
906
Coldstream Capital Management
Washington
$419K +$85.4K +1,895 +24%
TC
907
Telemus Capital
Michigan
$418K +$55.5K +1,230 +15%
FFBTD
908
First Financial Bank - Trust Division
Ohio
$410K +$39.6K +878 +10%
4IG
909
440 Investment Group
Kansas
$409K
WJA
910
Williams Jones & Associates
New York
$409K
FNT
911
First National Trust
Pennsylvania
$406K +$48.8K +1,082 +13%
IH
912
IFC Holdings
Florida
$404K +$17K +376 +4%
SCP
913
Seizert Capital Partners
Michigan
$398K -$15.8K -350 -4%
CS
914
Credential Securities
$397K +$31.9K +708 +8%
IMOV
915
Investment Management of Virginia
Virginia
$396K -$29.4K -653 -7%
BA
916
Bridgewater Associates
Connecticut
$396K +$413K +9,162 New
MLFP
917
MPS Loria Financial Planners
Illinois
$394K +$405K +8,974 New
SSWM
918
Smith Salley Wealth Management
North Carolina
$393K
CCFCSB
919
Cape Cod Five Cents Savings Bank
Massachusetts
$390K
ZF
920
Zhang Financial
Michigan
$388K +$31.6K +700 +8%
BSW
921
Buckingham Strategic Wealth
Missouri
$388K +$405K +8,991 New
BEAM
922
Baker Ellis Asset Management
Washington
$385K -$9.38K -208 -2%
BHWM
923
Bar Harbor Wealth Management
New Hampshire
$384K -$119K -2,649 -23%
FNBOO
924
First National Bank of Omaha
Nebraska
$384K -$93.3K -2,070 -19%
VFA
925
Voya Financial Advisors
Connecticut
$382K +$2.98K +66 +0.8%

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.