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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
LNC
1026
Lincoln National Corp
Pennsylvania
$269K -$3.19K -72 -1%
SB
1027
Simmons Bank
Arkansas
$269K +$886 +20 +0.3%
RCM
1028
RNC Capital Management
California
$269K +$37.2K +840 +16%
VFP
1029
Verus Financial Partners
Virginia
$268K -$9.31K -210 -3%
ARMC
1030
American Research & Management Company
Massachusetts
$265K
DSC
1031
Duncker Streett & Co
Missouri
$264K -$576 -13 -0.2%
BOTW
1032
Bank of the West
California
$263K -$134K -3,015 -33%
CK
1033
Cohen Klingenstein
New York
$263K
CT
1034
Clearstead Trust
Maine
$262K
AW
1035
Alpha Windward
Massachusetts
$262K +$1.15K +26 +0.4%
HA
1036
Halsey Associates
Connecticut
$260K
HH
1037
Hilltop Holdings
Texas
$260K
MIM
1038
Marco Investment Management
Georgia
$256K
BAC
1039
Boys Arnold & Co
North Carolina
$256K +$14.2K +320 +6%
SOADOR
1040
State of Alaska Department of Revenue
Alaska
$256K +$264K +5,954 New
PI
1041
Pettee Investors
Connecticut
$255K
GLI
1042
Guardian Life Insurance
New York
$254K -$886 -20 -0.3%
DMK
1043
David M. Knott
$254K
GIA
1044
GHP Investment Advisors
Colorado
$254K
FBP
1045
Flippin Bruce & Porter
Virginia
$253K
EA
1046
Edge Advisors
Georgia
$252K +$31K +700 +14%
RW
1047
REDW Wealth
New Mexico
$251K -$6.25K -141 -2%
GIM
1048
Greylin Investment Management
Virginia
$251K +$22.1K +498 +9%
WPA
1049
West Paces Advisors
Georgia
$250K -$23.5K -530 -8%
IIC
1050
Integrated Investment Consultants
Michigan
$249K

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.