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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
WT
1051
Washington Trust
Rhode Island
$253K +$36K +798 +16%
GIM
1052
Greylin Investment Management
Virginia
$252K
RW
1053
REDW Wealth
New Mexico
$251K
IPAM
1054
ICICI Prudential Asset Management
India
$251K
AWM
1055
AE Wealth Management
Kansas
$250K +$42.9K +951 +20%
OWP
1056
Obermeyer Wealth Partners
Colorado
$249K -$74.5K -1,653 -22%
EA
1057
Edge Advisors
Georgia
$249K -$4.1K -91 -2%
TG
1058
TLP Group
Illinois
$248K -$140K -3,105 -35%
AF
1059
Aldebaran Financial
$248K
BAC
1060
Boys Arnold & Co
North Carolina
$247K -$10.1K -225 -4%
SAM
1061
Summit Asset Management
Tennessee
$247K +$45 +1 +0%
PA
1062
Perennial Advisors
New York
$247K +$29.4K +651 +13%
CGA
1063
Crescent Grove Advisors
Illinois
$247K +$257K +5,702 New
WEC
1064
Winslow Evans & Crocker
Massachusetts
$246K -$45 -1 -0%
TI
1065
Trexquant Investment
Connecticut
$246K -$1.85M -40,959 -88%
WAM
1066
Winslow Asset Management
Ohio
$246K
RCM
1067
RB Capital Management
Nevada
$245K +$256K +5,683 New
WPA
1068
West Paces Advisors
Georgia
$245K -$6.49K -144 -2%
SFSIG
1069
San Francisco Sentry Investment Group
California
$241K
SIG
1070
Schaller Investment Group
North Carolina
$241K
FMC
1071
First Merchants Corp
Indiana
$240K
GTP
1072
Global Thematic Partners
New York
$239K -$36.3K -806 -13%
First Eagle Investment Management
1073
First Eagle Investment Management
New York
$239K
WAM
1074
Weatherly Asset Management
California
$239K +$13.3K +294 +6%
QCMC
1075
Quantum Capital Management (California)
California
$239K +$249K +5,531 New

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.