Mondelez International
MDLZ
1,097 hedge funds and large institutions have $49.4B invested in Mondelez International in 2014 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 360 increasing their positions, 470 reducing their positions, and 61 closing their positions.
55% more call options, than puts
Call options by funds: $185M | Put options by funds: $120M
36% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 61
13% more funds holding in top 10
Funds holding in top 10: 23 → 26 (+3)
9% more capital invested
Capital invested by funds: $45.1B → $49.4B (+$4.22B)
1% more funds holding
Funds holding: 1,082 → 1,097 (+15)
23% less repeat investments, than reductions
Existing positions increased: 360 | Existing positions reduced: 470
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$516M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$197M |
| 3 |
SC
Sculptor Capital
New York
|
+$166M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$141M |
| 5 |
Aristotle Capital Management
Los Angeles,
California
|
+$131M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$457M |
| 2 |
State Street
Boston,
Massachusetts
|
-$203M |
| 3 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$135M |
| 4 |
Two Sigma Investments
New York
|
-$95.1M |
| 5 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$88.5M |
MDLZ Hedge Fund Activity: Q2 2014 in Review
1,097 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q2 2014, worth a combined $49.4B — up 9.4% from $45.1B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new MDLZ positions and 61 closed out — a net gain of 22 holders — while 360 added to existing stakes and 470 trimmed.
The largest buyer was Norges Bank, adding an estimated $516M. The largest seller was Invesco, cutting an estimated $457M.
- 1,097 institutional investors held Mondelez International (MDLZ) as of Q2 2014, up from 1,082 in Q1 2014.
- Funds reported $49.4B of Mondelez International stock for Q2 2014, up 9.4% quarter-over-quarter.
- 83 funds opened new Mondelez International positions in Q2 2014 and 61 closed out, a net change of +22 holders.
- The largest Mondelez International buyer in Q2 2014 was Norges Bank, an estimated $516M added.
- The largest Mondelez International seller in Q2 2014 was Invesco, an estimated $457M sold.
Based on aggregated 13F filings for Q2 2014.