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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
MPWT
1101
MassMutual Private Wealth & Trust
Connecticut
$210K -$4.88K -110 -2%
TWM
1102
Torch Wealth Management
Ohio
$209K
AWM
1103
AE Wealth Management
Kansas
$209K +$215K +4,843 New
BMCM
1104
Bryn Mawr Capital Management
Pennsylvania
$208K -$222 -5 -0.1%
NA
1105
NewEdge Advisors
Louisiana
$207K -$185K -4,186 -47%
VCM
1106
Vigilant Capital Management
Maine
$207K -$7.75K -175 -4%
HCM
1107
Highbridge Capital Management
New York
$207K +$212K +4,790 New
MCM
1108
Maryland Capital Management
Maryland
$206K -$26.6K -600 -11%
CPA
1109
Capital Planning Advisors
California
$206K
RGIA
1110
Rainier Group Investment Advisory
Washington
$205K -$91.4K -2,062 -30%
PAM
1111
Private Asset Management
California
$205K -$42.6K -961 -17%
FNFDCM
1112
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$205K -$13.3K -300 -6%
ACM
1113
Armbruster Capital Management
New York
$205K
MAA
1114
Matrix Asset Advisors
New York
$204K
WA
1115
Wealth Architects
California
$204K +$1.28K +29 +0.6%
FNT
1116
First Nebraska Trust
Nebraska
$203K
OC
1117
Oakworth Capital
Alabama
$201K +$5.5K +124 +3%
QCG
1118
Quadrant Capital Group
Ohio
$200K +$27.8K +628 +15%
MCM
1119
Manchester Capital Management
Vermont
$198K
RIM
1120
Rampart Investment Management
Connecticut
$184K +$189K +4,274 New
BKA
1121
Brick & Kyle Associates
Pennsylvania
$177K
EFSCE
1122
Enterprise Financial Services Corp (EFSC)
Missouri
$176K -$41.3K -932 -19%
ED
1123
Exane Derivatives
France
$168K +$162K +3,652 +1,509%
FMTCOCP
1124
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$167K
CAG
1125
Crestwood Advisors Group
Massachusetts
$163K +$165K +3,718 New

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.