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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
FCBT
1126
First Citizens Bank & Trust
North Carolina
$203K -$84.2K -1,868 -28%
WA
1127
Wealth Architects
California
$203K -$631 -14 -0.3%
TCOT
1128
Trust Company of Toledo
Ohio
$203K +$212K +4,703 New
OC
1129
Oakworth Capital
Alabama
$202K
PCM
1130
Pointe Capital Management
Michigan
$202K +$211K +4,676 New
NL
1131
NWAM LLC
Washington
$200K -$18.1K -402 -8%
VCM
1132
Vigilant Capital Management
Maine
$200K -$7.89K -175 -4%
MCM
1133
Manchester Capital Management
Vermont
$199K
SIM
1134
Sonora Investment Management
Arizona
$185K +$59.4K +1,318 +44%
PFBT
1135
Parkside Financial Bank & Trust
Missouri
$176K +$14K +311 +8%
FMTCOCP
1136
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$168K
QCG
1137
Quadrant Capital Group
Ohio
$167K -$9.69K -215 -4%
FCMT
1138
Founders Capital Management (Texas)
Texas
$166K -$79.5K -1,763 -31%
CAL
1139
Capital Advisors Ltd
Ohio
$162K +$316 +7 +0.2%
FANJ
1140
Financial Architects (New Jersey)
New Jersey
$161K -$1.13K -25 -0.7%
CPIG
1141
Chicago Partners Investment Group
Illinois
$157K +$155K +3,434 +2,056%
ACM
1142
AUA Capital Management
Pennsylvania
$155K +$131K +2,913 +430%
AssetMark Inc
1143
AssetMark Inc
California
$154K +$8.61K +191 +6%
DOA
1144
D'Orazio & Associates
Virginia
$151K +$45 +1 +0%
WIM
1145
Westside Investment Management
California
$150K
GLI
1146
Guardian Life Insurance
New York
$148K -$111K -2,466 -42%
WOC
1147
West Oak Capital
California
$145K
CPA
1148
Cowen Prime Advisors
New York
$143K
LPIC
1149
LeJeune Puetz Investment Counsel
Michigan
$142K -$8.7K -193 -6%
SFG
1150
SevenBridge Financial Group
Pennsylvania
$136K +$56.4K +1,250 +66%

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.