Mondelez International
MDLZ
1,469 hedge funds and large institutions have $60.4B invested in Mondelez International in 2019 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 506 increasing their positions, 623 reducing their positions, and 67 closing their positions.
54% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 67
9% more capital invested
Capital invested by funds: $55.5B → $60.4B (+$4.85B)
1% more funds holding
Funds holding: 1,455 → 1,469 (+14)
0.84% more ownership
Funds ownership: 77.07% → 77.9% (+0.84%)
6% less funds holding in top 10
Funds holding in top 10: 31 → 29 (-2)
19% less repeat investments, than reductions
Existing positions increased: 506 | Existing positions reduced: 623
29% less call options, than puts
Call options by funds: $290M | Put options by funds: $408M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$768M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$708M |
| 3 |
Parnassus Investments
San Francisco,
California
|
+$361M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$165M |
| 5 |
BlackRock
New York
|
+$157M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$385M |
| 2 |
Aristotle Capital Management
Los Angeles,
California
|
-$354M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$226M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$116M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$97.2M |
MDLZ Hedge Fund Activity: Q2 2019 in Review
1,469 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q2 2019, worth a combined $60.4B — up 8.7% from $55.5B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new MDLZ positions and 67 closed out — a net gain of 36 holders — while 506 added to existing stakes and 623 trimmed.
The largest buyer was Nuveen, adding an estimated $768M. The largest seller was JP Morgan Chase, cutting an estimated $385M.
- 1,469 institutional investors held Mondelez International (MDLZ) as of Q2 2019, up from 1,455 in Q1 2019.
- Funds reported $60.4B of Mondelez International stock for Q2 2019, up 8.7% quarter-over-quarter.
- 103 funds opened new Mondelez International positions in Q2 2019 and 67 closed out, a net change of +36 holders.
- The largest Mondelez International buyer in Q2 2019 was Nuveen, an estimated $768M added.
- The largest Mondelez International seller in Q2 2019 was JP Morgan Chase, an estimated $385M sold.
Based on aggregated 13F filings for Q2 2019.