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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
EFSCE
1101
Enterprise Financial Services Corp (EFSC)
Missouri
$222K +$46.7K +1,036 +25%
Koshinski Asset Management
1102
Koshinski Asset Management
Illinois
$220K +$229K +5,085 New
BDF
1103
Balasa Dinverno & Foltz
$219K -$16.2K -360 -7%
CIC
1104
Canal Insurance Company
South Carolina
$219K
KTC
1105
Kistler-Tiffany Companies
Pennsylvania
$218K -$20.7K -460 -8%
SFS
1106
Summit Financial Strategies
Ohio
$218K +$227K +5,042 New
MPWT
1107
MassMutual Private Wealth & Trust
Connecticut
$217K +$7.08K +157 +3%
TNB
1108
Thomasville National Bank
Georgia
$217K -$27.9K -618 -11%
WP
1109
WealthPLAN Partners
Nebraska
$217K +$206K +4,560 +962%
KA
1110
KLCM Advisors
Wisconsin
$217K +$226K +5,018 New
CS
1111
Cannell & Spears
New York
$216K
YMRC
1112
Yorktown Management & Research Company
Virginia
$216K
ST
1113
Spinnaker Trust
Maine
$212K
ACM
1114
Armbruster Capital Management
New York
$212K +$6.81K +151 +3%
TCM
1115
Telos Capital Management
California
$211K -$12K -267 -5%
LWM
1116
Lyons Wealth Management
Florida
$211K +$219K +4,861 New
TWM
1117
Torch Wealth Management
Ohio
$209K
WA
1118
Waverly Advisors
Alabama
$208K -$16.4K -363 -7%
PAM
1119
Private Asset Management
California
$206K
B
1120
Barings
North Carolina
$205K -$3.48M -77,146 -94%
BRWA
1121
B. Riley Wealth Advisors
Florida
$205K -$16.1K -356 -7%
FNFDCM
1122
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$205K
RGIA
1123
Rainier Group Investment Advisory
Washington
$205K
FNT
1124
First Nebraska Trust
Nebraska
$204K
CIC
1125
Crawford Investment Counsel
Georgia
$203K -$116K -2,577 -35%

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.