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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
NCCM
1026
Nine Chapters Capital Management
New Jersey
$272K +$284K +6,300 New
NDSI
1027
Newman Dignan & Sheerar Inc
Rhode Island
$271K +$283K +6,278 New
HHGA
1028
Halbert Hargrove Global Advisors
California
$270K +$406 +9 +0.1%
SOADOR
1029
State of Alaska Department of Revenue
Alaska
$270K +$14.4K +320 +5%
BC
1030
Burney Company
Virginia
$269K -$16.6K -368 -6%
MAA
1031
Matrix Asset Advisors
New York
$268K +$66.3K +1,470 +31%
ARMC
1032
American Research & Management Company
Massachusetts
$266K
DSC
1033
Duncker Streett & Co
Missouri
$265K +$271 +6 +0.1%
SB
1034
Simmons Bank
Arkansas
$264K -$6.4K -142 -2%
VFP
1035
Verus Financial Partners
Virginia
$264K -$4.28K -95 -2%
AW
1036
Alpha Windward
Massachusetts
$264K +$586 +13 +0.2%
GIA
1037
GHP Investment Advisors
Colorado
$264K +$10.1K +223 +4%
CK
1038
Cohen Klingenstein
New York
$263K
SFM
1039
Signature Financial Management
Virginia
$263K +$274K +6,080 New
CT
1040
Clearstead Trust
Maine
$262K
BCM
1041
BTR Capital Management
California
$261K -$16.2K -360 -6%
HH
1042
Hilltop Holdings
Texas
$261K
HA
1043
Halsey Associates
Connecticut
$260K
SFSG
1044
Stearns Financial Services Group
North Carolina
$258K -$22.9K -507 -8%
PI
1045
Pettee Investors
Connecticut
$257K
WA
1046
Winfield Associates
Ohio
$256K -$29.5K -655 -10%
MIM
1047
Marco Investment Management
Georgia
$256K +$45 +1 +0%
DMK
1048
David M. Knott
$255K
FBP
1049
Flippin Bruce & Porter
Virginia
$254K
WPW
1050
Waldron Private Wealth
Pennsylvania
$253K -$263K -5,833 -50%

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.