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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
GEA
1151
Glen Eagle Advisors
New Jersey
$89K
SFG
1152
SevenBridge Financial Group
Pennsylvania
$83K +$6.12K +138 +8%
M
1153
MOTCO
Texas
$80K
TCCM
1154
Timber Creek Capital Management
Massachusetts
$76K
BL
1155
Balentine LLC
Georgia
$76K +$17.7K +400 +29%
BIG
1156
Bellwether Investment Group
Tennessee
$75K -$43.5K -982 -36%
VCM
1157
Versant Capital Management
Arizona
$73K -$1.15K -26 -2%
AF
1158
Allworth Financial
California
$72K +$1.91K +43 +3%
BWP
1159
Baldwin Wealth Partners
Massachusetts
$71K -$22K -496 -23%
HI
1160
Hudock Inc
Pennsylvania
$71K
PFGIA
1161
Patriot Financial Group Insurance Agency
Massachusetts
$69K +$20.4K +461 +41%
CBT
1162
Central Bank & Trust
Kentucky
$67K +$6.6K +149 +11%
ECM
1163
Exchange Capital Management
Michigan
$64K -$24.8K -560 -28%
RFA
1164
Reilly Financial Advisors
California
$63K -$6.12K -138 -9%
AFIA
1165
America First Investment Advisors
Nebraska
$61K
FQ
1166
First Quadrant
California
$60K
KF
1167
Krilogy Financial
Missouri
$60K
HA
1168
Harfst & Associates
Wyoming
$59K +$61.3K +1,384 New
JWA
1169
JFS Wealth Advisors
Pennsylvania
$57K
LA
1170
Legacy Advisors
Pennsylvania
$57K
TIM
1171
Tortoise Investment Management
New York
$56K
PB
1172
Pinnacle Bancorp
Nebraska
$56K +$57.9K +1,307 New
CCMW
1173
Cypress Capital Management (Wyoming)
Wyoming
$54.3K
MA
1174
MCF Advisors
Kentucky
$54K +$222 +5 +0.4%
BWM
1175
Baystate Wealth Management
Massachusetts
$50K -$12.1K -274 -20%

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.