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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
SWA
1076
Sutton Wealth Advisors
Florida
$229K
I
1077
IberiaBank
Louisiana
$229K -$23.1K -522 -9%
CWP
1078
Capital Wealth Planning
Florida
$229K
BHC
1079
Bowen Hanes & Co
Florida
$229K +$26.6K +600 +13%
CPA
1080
Clear Perspective Advisors
Illinois
$228K
DJSG
1081
D.J. St. Germain
Massachusetts
$227K +$44 +1 +0%
BBI
1082
Baxter Bros Inc
Connecticut
$226K
WAM
1083
Weatherly Asset Management
California
$226K
IWM
1084
IHT Wealth Management
Illinois
$225K +$27.2K +613 +14%
CCM
1085
CrestPoint Capital Management
Missouri
$224K -$17.7K -400 -7%
FTI
1086
Fiduciary Trust International
Massachusetts
$224K
TCM
1087
Telos Capital Management
California
$223K -$9.71K -219 -4%
GW
1088
GW & Wade
Massachusetts
$223K +$222 +5 +0.1%
WA
1089
Waverly Advisors
Alabama
$223K +$229K +5,173 New
NFG
1090
Nadler Financial Group
Illinois
$222K -$1.51K -34 -0.7%
IWA
1091
Inspirion Wealth Advisors
Illinois
$222K
BRWA
1092
B. Riley Wealth Advisors
Florida
$220K -$111K -2,509 -33%
PA
1093
Perennial Advisors
New York
$219K -$51.1K -1,153 -19%
CIC
1094
Canal Insurance Company
South Carolina
$219K
WT
1095
Washington Trust
Rhode Island
$218K -$54.5K -1,230 -20%
NL
1096
NWAM LLC
Washington
$217K +$223K +5,037 New
CS
1097
Cannell & Spears
New York
$215K
YMRC
1098
Yorktown Management & Research Company
Virginia
$215K
JCM
1099
Jacobi Capital Management
Pennsylvania
$214K -$20.3K -458 -9%
ST
1100
Spinnaker Trust
Maine
$212K +$6.87K +155 +3%

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.