We are live on ! Find out more
MDLZ icon

Mondelez International

1,095 hedge funds and large institutions have $44.2B invested in Mondelez International in 2014 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 374 increasing their positions, 464 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 61

0% less funds holding

Funds holding: 1,0971,095 (-2)

6% less call options, than puts

Call options by funds: $177M | Put options by funds: $188M

11% less capital invested

Capital invested by funds: $49.4B → $44.2B (-$5.2B)

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

19% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 464

Holders
1,095
Holders Change
-2
Holders Change %
-0.18%
% of All Funds
31.76%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.64%
New
68
Increased
374
Reduced
464
Closed
61
Calls
$177M
Puts
$188M
Net Calls
-$11.3M
Net Calls Change
-$76.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
976
Duncker Streett & Co
Missouri
$179K -$7.29K -200 -4%
CAL
977
Capital Advisors Ltd
Ohio
$177K +$219 +6 +0.1%
CFSG
978
Community Financial Services Group
Vermont
$176K
ST
979
Stifel Trust
Missouri
$176K +$31.4K +863 +20%
CIC
980
Canal Insurance Company
South Carolina
$174K
TF
981
Tompkins Financial
New York
$172K -$11.5K -315 -6%
DMK
982
David M. Knott
$171K
FNFDCM
983
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$167K +$178K +4,885 New
DBT
984
Dubuque Bank & Trust
Iowa
$165K -$233K -6,385 -57%
CPA
985
Cowen Prime Advisors
New York
$164K
CAL
986
Capital Analysts LLC
Pennsylvania
$159K +$42.9K +1,176 +34%
TSW
987
Thompson Siegel & Walmsley
Virginia
$159K +$75.7K +2,078 +81%
MCM
988
Munder Capital Management
Michigan
$156K
VCM
989
Vigilant Capital Management
Maine
$154K +$16.7K +459 +11%
MWP
990
MYCIO Wealth Partners
Pennsylvania
$144K
SC
991
SRB Corp
Massachusetts
$133K +$141K +3,880 New
WOC
992
West Oak Capital
California
$118K -$4.34K -119 -3%
Manulife (Manufacturers Life Insurance)
993
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$111K -$8.94M -245,242 -7%
AP
994
Atwood & Palmer
Missouri
$111K +$25.8K +708 +28%
BCI
995
Brinker Capital Investments
Pennsylvania
$110K -$9.33K -256 -7%
IPC
996
Independent Portfolio Consultants
Florida
$109K +$29.8K +817 +34%
NCMG
997
NCM Capital Management Group
North Carolina
$107K +$1.82K +50 +2%
SEC
998
Seven Eight Capital
New York
$106K +$113K +3,100 New
HIM
999
Hillsdale Investment Management
Ontario, Canada
$103K +$21.9K +600 +25%
CG
1000
Colony Group
Massachusetts
$102K -$9.58K -263 -8%

MDLZ Hedge Fund Activity: Q3 2014 in Review

1,095 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q3 2014, worth a combined $44.2B — down 11% from $49.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new MDLZ positions and 61 closed out — a net gain of 7 holders — while 374 added to existing stakes and 464 trimmed.

The largest buyer was Jennison Associates, adding an estimated $194M. The largest seller was Norges Bank, cutting an estimated $518M.

  • 1,095 institutional investors held Mondelez International (MDLZ) as of Q3 2014, down from 1,097 in Q2 2014.
  • Funds reported $44.2B of Mondelez International stock for Q3 2014, down 11% quarter-over-quarter.
  • 68 funds opened new Mondelez International positions in Q3 2014 and 61 closed out, a net change of +7 holders.
  • The largest Mondelez International buyer in Q3 2014 was Jennison Associates, an estimated $194M added.
  • The largest Mondelez International seller in Q3 2014 was Norges Bank, an estimated $518M sold.

Based on aggregated 13F filings for Q3 2014.