We are live on ! Find out more
MDLZ icon

Mondelez International
MDLZ

1,146 hedge funds and large institutions have $47.2B invested in Mondelez International in 2014 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 389 increasing their positions, 453 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 58

79% more call options, than puts

Call options by funds: $339M | Put options by funds: $189M

7% more capital invested

Capital invested by funds: $44.2B → $47.2B (+$3.01B)

5% more funds holding

Funds holding: 1,095 → 1,146 (+51)

0% more funds holding in top 10

Funds holding in top 10: 22 → 22 (0)

14% less repeat investments, than reductions

Existing positions increased: 389 | Existing positions reduced: 453

Holders
1,146
Holders Change
+51
Holders Change %
+4.66%
% of All Funds
30.55%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.59%
New
127
Increased
389
Reduced
453
Closed
58
Calls
$339M
Puts
$189M
Net Calls
+$150M
Net Calls Change
+$161M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$259M
2
TFM
Trian Fund Management
New York
+$166M
3
State Street
State Street
Massachusetts
+$118M
4
Goldman Sachs
Goldman Sachs
New York
+$116M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$109M

Top Sellers

Rank Fund Capital Flow
1
BA
BlackRock Advisors
Delaware
-$294M
2
Morgan Stanley
Morgan Stanley
New York
-$204M
3
SC
Sculptor Capital
New York
-$163M
4
Bank of America
Bank of America
North Carolina
-$154M
5
SAM
Southeastern Asset Management
Tennessee
-$142M
Name Holding Trade Value Shares
Change 		Change in
Stake
HC
976
Highmount Capital
New York
$229K – – –
SAM
977
SignalPoint Asset Management
Missouri
$228K -$1.38K -38 -0.6%
GIA
978
GHP Investment Advisors
Colorado
$223K – – –
NYLIM
979
New York Life Investment Management
New York
$223K +$224K +6,143 New
EI
980
EDMP Inc
Florida
$222K -$9.24K -254 -4%
ED
981
Exane Derivatives
France
$222K +$222K +6,108 New
CK
982
Cohen Klingenstein
New York
$221K – – –
AUB
983
Atlantic Union Bankshares
Virginia
$220K -$11.9K -328 -5%
FNT
984
First Nebraska Trust
Nebraska
$220K – – –
ASC
985
Atalanta Sosnoff Capital
New York
$217K – – –
BFEC
986
Benjamin F. Edwards & Company
Missouri
$215K -$243K -6,669 -53%
FBP
987
Flippin Bruce & Porter
Virginia
$214K – – –
MCM
988
Maryland Capital Management
Maryland
$214K – – –
SI
989
Sprott Inc
Ontario, Canada
$214K +$215K +5,902 New
SAM
990
Summit Asset Management
Tennessee
$212K +$212K +5,825 New
SFM
991
Signature Financial Management
Virginia
$212K +$212K +5,833 New
BWFM
992
Bridgewater Wealth & Financial Management
Maryland
$211K +$211K +5,809 New
TCOTO
993
Trust Company of the Ozarks
Missouri
$210K +$210K +5,765 New
LI
994
LMCG Investments
Massachusetts
$210K +$210K +5,770 New
WAM
995
Winslow Asset Management
Ohio
$207K +$207K +5,696 New
DJSG
996
D.J. St. Germain
Massachusetts
$207K +$208K +5,702 New
RA
997
RFG Advisory
Alabama
$206K +$206K +5,661 New
CIA
998
Choate Investment Advisors
Massachusetts
$205K -$229K -6,281 -53%
SAMC
999
Shinko Asset Management Company
Japan
$205K -$29.1K -800 -12%
FLPIM
1000
F.L. Putnam Investment Management
Massachusetts
$204K -$31.9K -877 -13%
38 39
40
41 42

MDLZ Hedge Fund Activity: Q4 2014 in Review

1,146 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q4 2014, worth a combined $47.2B — up 6.8% from $44.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new MDLZ positions and 58 closed out — a net gain of 69 holders — while 389 added to existing stakes and 453 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $259M. The largest seller was BlackRock Advisors, cutting an estimated $294M.

  • 1,146 institutional investors held Mondelez International (MDLZ) as of Q4 2014, up from 1,095 in Q3 2014.
  • Funds reported $47.2B of Mondelez International stock for Q4 2014, up 6.8% quarter-over-quarter.
  • 127 funds opened new Mondelez International positions in Q4 2014 and 58 closed out, a net change of +69 holders.
  • The largest Mondelez International buyer in Q4 2014 was Wellington Management Group, an estimated $259M added.
  • The largest Mondelez International seller in Q4 2014 was BlackRock Advisors, an estimated $294M sold.

Based on aggregated 13F filings for Q4 2014.