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Mondelez International

1,345 hedge funds and large institutions have $47.8B invested in Mondelez International in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 472 increasing their positions, 535 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $45.5B → $47.8B (+$2.33B)

7% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 76

0.55% more ownership

Funds ownership: 75.32%75.87% (+0.55%)

0% less funds holding

Funds holding: 1,3501,345 (-5)

12% less repeat investments, than reductions

Existing positions increased: 472 | Existing positions reduced: 535

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

58% less call options, than puts

Call options by funds: $291M | Put options by funds: $687M

Holders
1,345
Holders Change
-5
Holders Change %
-0.37%
% of All Funds
30.75%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.43%
New
81
Increased
472
Reduced
535
Closed
76
Calls
$291M
Puts
$687M
Net Calls
-$396M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
976
Aevitas Wealth Management
Massachusetts
$337K -$12.7K -297 -4%
MWM
977
Modera Wealth Management
New Jersey
$336K -$5.67K -133 -2%
TCOT
978
Trust Company of Toledo
Ohio
$335K +$34.2K +802 +11%
SSWM
979
Smith Salley Wealth Management
North Carolina
$333K +$10.8K +253 +3%
CCG
980
Ceeto Capital Group
Florida
$332K
PWW
981
Pettyjohn Wood & White
Virginia
$331K -$7.89K -185 -2%
ECM
982
Evergreen Capital Management
Washington
$331K +$19.5K +458 +6%
IIM
983
Ipswich Investment Management
Massachusetts
$330K +$328K +7,677 New
BMO
984
Beck Mack & Oliver
New York
$328K
OLA
985
Oliver Luxxe Assets
New Jersey
$328K +$4.27K +100 +1%
FBA
986
Front Barnett Associates
Illinois
$327K
ONST
987
Old North State Trust
North Carolina
$325K +$323K +7,580 New
SCA
988
STALEY CAPITAL ADVISERS
Pennsylvania
$324K
NFG
989
Nations Financial Group
Iowa
$322K +$46.9K +1,100 +17%
PI
990
PineBridge Investments
New York
$321K +$110K +2,585 +53%
PCM
991
Prelude Capital Management
New York
$321K +$319K +7,475 New
SFS
992
Sowell Financial Services
Arkansas
$319K -$1.71K -40 -0.5%
KS
993
Karpas Strategies
Connecticut
$318K
MBT
994
Montecito Bank & Trust
California
$318K +$10.4K +244 +3%
MCA
995
Mercer Capital Advisers
New Jersey
$317K
NIM
996
NuWave Investment Management
New Jersey
$317K +$307K +7,192 +4,333%
OSNBOA
997
Old Second National Bank of Aurora
Illinois
$315K
WDA
998
Wendell David Associates
New Hampshire
$314K -$8.53K -200 -3%
FMWA
999
Forvis Mazars Wealth Advisors
Missouri
$313K +$2.73K +64 +0.9%
RMDI
1000
R.M. Davis Inc
Maine
$313K +$30.2K +708 +11%