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Mondelez International

1,268 hedge funds and large institutions have $50.4B invested in Mondelez International in 2017 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 428 increasing their positions, 524 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 71

1% more funds holding

Funds holding: 1,2531,268 (+15)

0.49% more ownership

Funds ownership: 76.28%76.77% (+0.49%)

3% less capital invested

Capital invested by funds: $52.2B → $50.4B (-$1.8B)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

17% less call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.62B

18% less repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 524

Holders
1,268
Holders Change
+15
Holders Change %
+1.2%
% of All Funds
31.57%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.75%
New
100
Increased
428
Reduced
524
Closed
71
Calls
$1.34B
Puts
$1.62B
Net Calls
-$275M
Net Calls Change
+$399M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
976
Level Four Advisory Services
Texas
$321K -$15.2K -344 -5%
OWP
977
Obermeyer Wealth Partners
Colorado
$320K
KS
978
Karpas Strategies
Connecticut
$319K
JAFL
979
Jay A. Fishman Ltd
Michigan
$318K
MCA
980
Mercer Capital Advisers
New Jersey
$318K
MHIM
981
MacNealy Hoover Investment Management
Ohio
$317K -$17.7K -400 -5%
CFG
982
Citizens Financial Group
Rhode Island
$317K -$13.3K -300 -4%
RMSCM
983
R.M. Sincerbeaux Capital Management
New York
$317K
DAS
984
Dynamic Advisor Solutions
Arizona
$315K -$8.77K -198 -3%
RMCM
985
Reynders McVeigh Capital Management
Massachusetts
$314K -$177K -4,000 -35%
LA
986
Lynch & Associates
Indiana
$314K +$532 +12 +0.2%
NQWM
987
Northwest Quadrant Wealth Management
Oregon
$314K +$4.03K +91 +1%
GS
988
Girard Securities
California
$314K +$47.4K +1,070 +17%
CIC
989
Crawford Investment Counsel
Georgia
$314K +$103K +2,331 +47%
SCA
990
Stonebridge Capital Advisors
Minnesota
$311K -$26.8K -605 -8%
BTNA
991
Bremer Trust National Association
Minnesota
$310K
FMLI
992
Fukoku Mutual Life Insurance
Japan
$309K
BCM
993
Bayesian Capital Management
New York
$307K -$376K -8,475 -54%
TWA
994
TCI Wealth Advisors
Arizona
$307K
SFS
995
Sowell Financial Services
Arkansas
$305K +$161K +3,627 +121%
VWM
996
Valley Wealth Managers
New Jersey
$303K +$209K +4,715 +203%
ESBC
997
E.S. Barr & Co
Kentucky
$302K
CAW
998
Cornerstone Advisors (Washington)
Washington
$302K +$36.1K +815 +13%
SNT
999
Security National Trust
West Virginia
$300K -$56.2K -1,268 -15%
Fisher Asset Management
1000
Fisher Asset Management
Washington
$299K -$31.5K -710 -9%

MDLZ Hedge Fund Activity: Q1 2017 in Review

1,268 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q1 2017, worth a combined $50.4B — down 3.5% from $52.2B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new MDLZ positions and 71 closed out — a net gain of 29 holders — while 428 added to existing stakes and 524 trimmed.

The largest buyer was BlackRock, adding an estimated $3.86B. The largest seller was Wellington Management Group, cutting an estimated $877M.

  • 1,268 institutional investors held Mondelez International (MDLZ) as of Q1 2017, up from 1,253 in Q4 2016.
  • Funds reported $50.4B of Mondelez International stock for Q1 2017, down 3.5% quarter-over-quarter.
  • 100 funds opened new Mondelez International positions in Q1 2017 and 71 closed out, a net change of +29 holders.
  • The largest Mondelez International buyer in Q1 2017 was BlackRock, an estimated $3.86B added.
  • The largest Mondelez International seller in Q1 2017 was Wellington Management Group, an estimated $877M sold.

Based on aggregated 13F filings for Q1 2017.