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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
PM
1076
Parametrica Management
Hong Kong
$239K +$250K +5,541 New
WKWM
1077
Walter & Keenan Wealth Management
Indiana
$238K
MBTD
1078
Mechanics Bank - Trust Department
California
$237K -$54.6K -1,210 -18%
III
1079
Independent Investors Inc
New York
$237K -$45.1K -1,000 -15%
BOTW
1080
Bank of the West
California
$236K -$30.3K -671 -11%
IIC
1081
Integrated Investment Consultants
Michigan
$234K -$15.8K -350 -6%
FAM
1082
Formidable Asset Management
Ohio
$234K
CPO
1083
Cerity Partners OCIO
New York
$233K +$225 +5 +0.1%
CPP
1084
Crow Point Partners
Massachusetts
$232K +$242K +5,374 New
QC
1085
QCM Cayman
Texas
$232K +$242K +5,376 New
SA
1086
SL Advisors
New Jersey
$231K
ACI
1087
Alpha Cubed Investments
California
$231K +$242K +5,360 New
BHC
1088
Bowen Hanes & Co
Florida
$229K
CWP
1089
Capital Wealth Planning
Florida
$229K
CPA
1090
Clear Perspective Advisors
Illinois
$229K
AIM
1091
Assured Investment Management
New York
$228K -$944K -20,942 -80%
PG
1092
Patten Group
Tennessee
$227K -$7.58K -168 -3%
DJSG
1093
D.J. St. Germain
Massachusetts
$227K -$45 -1 -0%
BBI
1094
Baxter Bros Inc
Connecticut
$227K
CCM
1095
CrestPoint Capital Management
Missouri
$225K
FHC
1096
First Heartland Consultants
Missouri
$225K +$235K +5,210 New
GW
1097
GW & Wade
Massachusetts
$224K +$225 +5 +0.1%
MCM
1098
Maryland Capital Management
Maryland
$224K +$18K +400 +8%
NFG
1099
Nadler Financial Group
Illinois
$223K
IWA
1100
Inspirion Wealth Advisors
Illinois
$222K

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.