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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
PWW
951
Pettyjohn Wood & White
Virginia
$355K -$11.9K -265 -3%
OLA
952
Oliver Luxxe Assets
New Jersey
$354K
WI
953
Wintrust Investments
Illinois
$354K +$4.69K +104 +1%
HL
954
HeadInvest LLC
Maine
$353K -$11.3K -250 -3%
CAMG
955
CWA Asset Management Group
Florida
$351K -$25.8K -572 -7%
CS
956
Comerica Securities
Michigan
$351K +$9.78K +217 +3%
PMFA
957
Plante Moran Financial Advisors
Michigan
$350K -$7.58K -168 -2%
MWM
958
Modera Wealth Management
New Jersey
$350K +$45 +1 +0%
SM
959
SG3 Management
Puerto Rico
$350K +$365K +8,100 New
TIA
960
Tandem Investment Advisors
South Carolina
$349K +$52.7K +1,168 +17%
ARM
961
Adirondack Research & Management
New York
$348K
CHAM
962
Clear Harbor Asset Management
Connecticut
$347K
RWA
963
River Wealth Advisors
Pennsylvania
$347K
SWA
964
Sutton Wealth Advisors
Florida
$346K +$121K +2,692 +51%
BCM
965
Bienville Capital Management
New York
$345K -$113K -2,500 -24%
MCM
966
Monarch Capital Management
Indiana
$345K -$11.7K -259 -3%
WDA
967
Wendell David Associates
New Hampshire
$344K +$2.52K +56 +0.7%
EWA
968
EP Wealth Advisors
California
$339K -$13.3K -295 -4%
AAM
969
Advisors Asset Management
Colorado
$339K +$347K +7,687 +4,549%
EAM
970
Evanson Asset Management
California
$337K -$18K -399 -5%
WTB
971
Washington Trust Bank
Washington
$335K -$15.4K -341 -4%
MC
972
Middleton & Co
Massachusetts
$334K
EB
973
Eastern Bank
Massachusetts
$333K -$3.79K -84 -1%
BRC
974
Bell Rock Capital
Delaware
$332K +$318K +7,059 +941%
RT
975
Rockland Trust
Massachusetts
$331K +$2.21K +49 +0.6%

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.