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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
CAL
1126
Capital Advisors Ltd
Ohio
$162K +$355 +8 +0.2%
PFBT
1127
Parkside Financial Bank & Trust
Missouri
$162K +$1.06K +24 +0.6%
FANJ
1128
Financial Architects (New Jersey)
New Jersey
$162K +$4.21K +95 +3%
OFS
1129
Orrstown Financial Services
Pennsylvania
$155K
WIM
1130
Westside Investment Management
California
$153K
DOA
1131
D'Orazio & Associates
Virginia
$151K +$44 +1 +0%
LPIC
1132
LeJeune Puetz Investment Counsel
Michigan
$150K +$8.55K +193 +6%
AssetMark Inc
1133
AssetMark Inc
California
$145K +$17.8K +401 +14%
WOC
1134
West Oak Capital
California
$144K -$13.3K -300 -8%
CPA
1135
Cowen Prime Advisors
New York
$142K
Carson Wealth (CWM LLC)
1136
Carson Wealth (CWM LLC)
Nebraska
$137K -$37.5K -846 -21%
CHP
1137
Cable Hill Partners
Oregon
$130K
SIM
1138
Sonora Investment Management
Arizona
$128K +$29.1K +657 +28%
TFO
1139
Tarbox Family Office
California
$122K
PI
1140
PineBridge Investments
New York
$120K -$1.66M -37,388 -93%
TDC
1141
Thompson Davis & Co
Virginia
$113K -$26.4K -596 -18%
SBL
1142
Sargent Bickham Lagudis
Colorado
$109K +$11.3K +254 +11%
FCB
1143
First Command Bank
Texas
$105K
FCFS
1144
First Command Financial Services
Texas
$105K
PCP
1145
Proficio Capital Partners
Massachusetts
$105K +$87K +1,963 +637%
DSN
1146
D. Scott Neal
Kentucky
$104K
ATC
1147
Adirondack Trust Company
New York
$100K +$1.99K +45 +2%
ST
1148
Smithfield Trust
Pennsylvania
$99K -$13.3K -300 -12%
ECM
1149
Estabrook Capital Management
New York
$98.8K +$17.7K +400 +21%
JGIA
1150
Jackson Grant Investment Advisers
Connecticut
$93K +$222 +5 +0.2%

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.