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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
TIA
1001
Tandem Investment Advisors
South Carolina
$298K -$5.85K -132 -2%
MIH
1002
Madison Investment Holdings
Wisconsin
$297K
GAM
1003
Gemmer Asset Management
California
$297K +$184K +4,147 +151%
BAM
1004
Bruderman Asset Management
New York
$293K +$310 +7 +0.1%
BA
1005
Bristlecone Advisors
Washington
$292K -$24.7K -557 -8%
CIM
1006
CenturyLink Investment Management
Colorado
$289K
MBTD
1007
Mechanics Bank - Trust Department
California
$289K
VNA
1008
Valley National Advisers
Pennsylvania
$287K +$65.4K +1,476 +29%
BC
1009
Burney Company
Virginia
$285K +$14.4K +325 +5%
WA
1010
Winfield Associates
Ohio
$284K -$50K -1,128 -15%
AWP
1011
Ascent Wealth Partners
New York
$284K
MSAM
1012
Moloney Securities Asset Management
Missouri
$284K +$2.84K +64 +1%
FCBT
1013
First Citizens Bank & Trust
North Carolina
$283K -$58.2K -1,314 -17%
Lazard Asset Management
1014
Lazard Asset Management
New York
$283K
III
1015
Independent Investors Inc
New York
$280K
FCH
1016
Freestone Capital Holdings
Washington
$280K +$288K +6,490 New
SFSG
1017
Stearns Financial Services Group
North Carolina
$279K -$487 -11 -0.2%
HCM
1018
Highlander Capital Management
New Jersey
$278K
MHS
1019
M Holdings Securities
Oregon
$277K +$22.8K +514 +9%
BCM
1020
BTR Capital Management
California
$276K -$17.7K -400 -6%
OSNBOA
1021
Old Second National Bank of Aurora
Illinois
$275K
SSA
1022
Schonfeld Strategic Advisors
New York
$274K +$282K +6,361 New
GTP
1023
Global Thematic Partners
New York
$273K +$266 +6 +0.1%
BFM
1024
Boothbay Fund Management
New York
$272K +$62K +1,400 +29%
HHGA
1025
Halbert Hargrove Global Advisors
California
$269K -$27.4K -618 -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.