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Mondelez International

1,201 hedge funds and large institutions have $51.5B invested in Mondelez International in 2016 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 432 increasing their positions, 479 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 65

10% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 479

1% less funds holding

Funds holding: 1,2191,201 (-18)

7% less capital invested

Capital invested by funds: $55.1B → $51.5B (-$3.61B)

24% less funds holding in top 10

Funds holding in top 10: 4131 (-10)

28% less call options, than puts

Call options by funds: $1.08B | Put options by funds: $1.5B

Holders
1,201
Holders Change
-18
Holders Change %
-1.48%
% of All Funds
32.04%
Holding in Top 10
31
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-24.39%
% of All Funds
0.83%
New
62
Increased
432
Reduced
479
Closed
65
Calls
$1.08B
Puts
$1.5B
Net Calls
-$424M
Net Calls Change
+$48.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MF
926
Magnetar Financial
Illinois
$316K +$316K +7,206 New
BA
927
Birinyi Associates
Connecticut
$315K -$291K -6,634 -48%
ATIA
928
American Trust Investment Advisors
New Hampshire
$314K -$362K -8,250 -54%
BAC
929
Boys Arnold & Co
North Carolina
$312K +$29.6K +675 +11%
BIM
930
Bridges Investment Management
Nebraska
$309K
WRHAM
931
W.R. Huff Asset Management
Florida
$308K
ESBC
932
E.S. Barr & Co
Kentucky
$307K -$8.77K -200 -3%
VFP
933
Verus Financial Partners
Virginia
$305K +$3.33K +76 +1%
JCM
934
Jacobi Capital Management
Pennsylvania
$305K +$8.03K +183 +3%
CWM
935
Cornerstone Wealth Management
Missouri
$305K +$310K +7,076 New
PAG
936
Pinnacle Advisory Group
Maryland
$305K +$316K +7,194 New
HHGA
937
Halbert Hargrove Global Advisors
California
$304K -$23.1K -527 -7%
GI
938
Glovista Investments
New Jersey
$304K
WP
939
WealthPLAN Partners
Nebraska
$304K -$355K -8,090 -53%
MIH
940
Madison Investment Holdings
Wisconsin
$303K
VWM
941
Valley Wealth Managers
New Jersey
$301K -$32.2K -735 -10%
PMFA
942
Plante Moran Financial Advisors
Michigan
$300K +$9.04K +206 +3%
BCM
943
BTR Capital Management
California
$299K
BAM
944
Bruderman Asset Management
New York
$298K -$5.62K -128 -2%
TWA
945
TCI Wealth Advisors
Arizona
$296K
MBTD
946
Mechanics Bank - Trust Department
California
$294K -$80.5K -1,834 -22%
AAM
947
Aureus Asset Management
Massachusetts
$294K -$13.2K -301 -4%
SA
948
SL Advisors
New Jersey
$291K -$396K -9,029 -58%
SMH
949
Sanders Morris Harris
Texas
$290K
AWP
950
Ascent Wealth Partners
New York
$289K

MDLZ Hedge Fund Activity: Q3 2016 in Review

1,201 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q3 2016, worth a combined $51.5B — down 6.5% from $55.1B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of MDLZ and 62 opened new positions — a net loss of 3 holders — while 479 trimmed existing stakes and 432 added.

The largest buyer was Nomura Holdings, adding an estimated $827M. The largest seller was Macquarie Group, cutting an estimated $695M.

  • 1,201 institutional investors held Mondelez International (MDLZ) as of Q3 2016, down from 1,219 in Q2 2016.
  • Funds reported $51.5B of Mondelez International stock for Q3 2016, down 6.5% quarter-over-quarter.
  • 62 funds opened new Mondelez International positions in Q3 2016 and 65 closed out, a net change of -3 holders.
  • The largest Mondelez International buyer in Q3 2016 was Nomura Holdings, an estimated $827M added.
  • The largest Mondelez International seller in Q3 2016 was Macquarie Group, an estimated $695M sold.

Based on aggregated 13F filings for Q3 2016.