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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
AZA
976
Arthur Zaske & Associates
Michigan
$330K
BW
977
Bison Wealth
Georgia
$329K -$3.34K -74 -1%
CCA
978
Cobblestone Capital Advisors
New York
$328K -$14.6K -324 -4%
PLFAM
979
Pineno Levin & Ford Asset Management
Virginia
$327K
MIH
980
Madison Investment Holdings
Wisconsin
$326K +$29.1K +645 +9%
SCA
981
STALEY CAPITAL ADVISERS
Pennsylvania
$325K
Fisher Asset Management
982
Fisher Asset Management
Washington
$324K +$25.3K +562 +8%
B
983
Bailard
California
$322K
DAS
984
Dynamic Advisor Solutions
Arizona
$321K +$4.92K +109 +1%
LFAS
985
Level Four Advisory Services
Texas
$320K -$721 -16 -0.2%
KS
986
Karpas Strategies
Connecticut
$320K
JAFL
987
Jay A. Fishman Ltd
Michigan
$319K
MCA
988
Mercer Capital Advisers
New Jersey
$319K
CFG
989
Citizens Financial Group
Rhode Island
$318K
RMSCM
990
R.M. Sincerbeaux Capital Management
New York
$318K
SPIA
991
Steward Partners Investment Advisory
New York
$317K -$35.9K -797 -10%
MHS
992
M Holdings Securities
Oregon
$317K +$40.6K +900 +14%
SFS
993
Sowell Financial Services
Arkansas
$312K +$23.9K +531 +8%
FMLI
994
Fukoku Mutual Life Insurance
Japan
$310K
BMO
995
Beck Mack & Oliver
New York
$309K -$25.6K -567 -7%
NQWM
996
Northwest Quadrant Wealth Management
Oregon
$309K +$1.35K +30 +0.4%
FHA
997
First Horizon Advisors
Tennessee
$308K -$67.9K -1,506 -17%
BWFM
998
Bridgewater Wealth & Financial Management
Maryland
$308K +$61K +1,352 +23%
MHIM
999
MacNealy Hoover Investment Management
Ohio
$307K -$11.3K -250 -3%
OPTFSNA
1000
Old Point Trust & Financial Services N A
Virginia
$306K -$39.1K -868 -11%

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.