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Mondelez International

1,201 hedge funds and large institutions have $51.5B invested in Mondelez International in 2016 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 432 increasing their positions, 479 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 65

10% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 479

1% less funds holding

Funds holding: 1,2191,201 (-18)

7% less capital invested

Capital invested by funds: $55.1B → $51.5B (-$3.61B)

24% less funds holding in top 10

Funds holding in top 10: 4131 (-10)

28% less call options, than puts

Call options by funds: $1.08B | Put options by funds: $1.5B

Holders
1,201
Holders Change
-18
Holders Change %
-1.48%
% of All Funds
32.04%
Holding in Top 10
31
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-24.39%
% of All Funds
0.83%
New
62
Increased
432
Reduced
479
Closed
65
Calls
$1.08B
Puts
$1.5B
Net Calls
-$424M
Net Calls Change
+$48.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1026
Inspirion Wealth Advisors
Illinois
$226K +$21.9K +500 +11%
DJSG
1027
D.J. St. Germain
Massachusetts
$224K -$22.4K -510 -9%
CIC
1028
Canal Insurance Company
South Carolina
$223K
FHC
1029
First Heartland Consultants
Missouri
$223K +$13.7K +313 +7%
PG
1030
Patten Group
Tennessee
$223K +$105K +2,384 +81%
FNFDCM
1031
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$222K
SAM
1032
SignalPoint Asset Management
Missouri
$222K +$5.13K +117 +2%
AP
1033
AHL Partners
United Kingdom
$221K -$7.88M -179,546 -97%
EWA
1034
Exencial Wealth Advisors
Oklahoma
$219K -$19.9K -453 -8%
1IA
1035
1834 Investment Advisors
Wisconsin
$219K
SIG
1036
Schooner Investment Group
Pennsylvania
$219K
VCM
1037
Vigilant Capital Management
Maine
$219K
FWM
1038
Focused Wealth Management
New York
$218K -$3.51K -80 -2%
QCG
1039
Quadrant Capital Group
Ohio
$218K +$42.5K +969 +23%
GT
1040
Greenleaf Trust
Michigan
$217K -$26.5K -605 -11%
I
1041
IberiaBank
Louisiana
$216K -$1.49K -34 -0.7%
BJL
1042
Brighton Jones LLC
Washington
$215K +$6.05K +138 +3%
NFG
1043
Nadler Financial Group
Illinois
$213K -$9.48K -216 -4%
CL
1044
CSS LLC
Illinois
$212K -$110K -2,500 -34%
TWM
1045
Torch Wealth Management
Ohio
$212K
BSW
1046
Buckingham Strategic Wealth
Missouri
$211K +$2.54K +58 +1%
ACM
1047
Armbruster Capital Management
New York
$209K -$4.39K -100 -2%
CPA
1048
Capital Planning Advisors
California
$209K
ST
1049
Spinnaker Trust
Maine
$209K
WCM
1050
Windsor Capital Management
Arizona
$209K +$10.4K +237 +5%

MDLZ Hedge Fund Activity: Q3 2016 in Review

1,201 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q3 2016, worth a combined $51.5B — down 6.5% from $55.1B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of MDLZ and 62 opened new positions — a net loss of 3 holders — while 479 trimmed existing stakes and 432 added.

The largest buyer was Nomura Holdings, adding an estimated $827M. The largest seller was Macquarie Group, cutting an estimated $695M.

  • 1,201 institutional investors held Mondelez International (MDLZ) as of Q3 2016, down from 1,219 in Q2 2016.
  • Funds reported $51.5B of Mondelez International stock for Q3 2016, down 6.5% quarter-over-quarter.
  • 62 funds opened new Mondelez International positions in Q3 2016 and 65 closed out, a net change of -3 holders.
  • The largest Mondelez International buyer in Q3 2016 was Nomura Holdings, an estimated $827M added.
  • The largest Mondelez International seller in Q3 2016 was Macquarie Group, an estimated $695M sold.

Based on aggregated 13F filings for Q3 2016.