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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
OFS
1151
Orrstown Financial Services
Pennsylvania
$134K -$22.1K -490 -14%
AIM
1152
Acrospire Investment Management
Illinois
$134K +$131K +2,900 +1,450%
Carson Wealth (CWM LLC)
1153
Carson Wealth (CWM LLC)
Nebraska
$131K -$6.18K -137 -4%
ED
1154
Exane Derivatives
France
$130K -$39.6K -879 -23%
OIA
1155
OneDigital Investment Advisors
Kansas
$124K +$129K +2,872 New
JCM
1156
Jacobi Capital Management
Pennsylvania
$123K -$90.2K -2,000 -41%
TFO
1157
Tarbox Family Office
California
$123K
DBT
1158
Dubuque Bank & Trust
Iowa
$118K -$424K -9,397 -78%
VWA
1159
V Wealth Advisors
Kansas
$116K +$122K +2,715 New
CHP
1160
Cable Hill Partners
Oregon
$115K -$15.6K -346 -11%
SBL
1161
Sargent Bickham Lagudis
Colorado
$109K +$45 +1 +0%
DSN
1162
D. Scott Neal
Kentucky
$105K
GEA
1163
Glen Eagle Advisors
New Jersey
$103K +$14.7K +327 +16%
ECM
1164
Estabrook Capital Management
New York
$99.1K
JGIA
1165
Jackson Grant Investment Advisers
Connecticut
$94K +$225 +5 +0.2%
ST
1166
Smithfield Trust
Pennsylvania
$91K -$9.33K -207 -9%
ATC
1167
Adirondack Trust Company
New York
$89K -$11.9K -265 -11%
PI
1168
PineBridge Investments
New York
$88K -$33.5K -743 -27%
FPF
1169
FNY Partners Fund
New York
$86K +$90.2K +2,000 New
CCA
1170
Catalyst Capital Advisors
New York
$81K +$37.4K +830 +80%
BL
1171
Balentine LLC
Georgia
$79K +$2.25K +50 +3%
RFA
1172
Reilly Financial Advisors
California
$77K +$14K +311 +21%
FCB
1173
First Command Bank
Texas
$76K -$31.6K -700 -29%
FCFS
1174
First Command Financial Services
Texas
$76K -$31.6K -700 -29%
TCCM
1175
Timber Creek Capital Management
Massachusetts
$76K

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.