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Mondelez International

1,201 hedge funds and large institutions have $51.5B invested in Mondelez International in 2016 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 432 increasing their positions, 479 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 65

10% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 479

1% less funds holding

Funds holding: 1,2191,201 (-18)

7% less capital invested

Capital invested by funds: $55.1B → $51.5B (-$3.61B)

24% less funds holding in top 10

Funds holding in top 10: 4131 (-10)

28% less call options, than puts

Call options by funds: $1.08B | Put options by funds: $1.5B

Holders
1,201
Holders Change
-18
Holders Change %
-1.48%
% of All Funds
32.04%
Holding in Top 10
31
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-24.39%
% of All Funds
0.83%
New
62
Increased
432
Reduced
479
Closed
65
Calls
$1.08B
Puts
$1.5B
Net Calls
-$424M
Net Calls Change
+$48.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1176
AlphaMark Advisors
Kentucky
$9K
CFS
1177
Commonwealth Financial Services
West Virginia
$9K
EWM
1178
Edge Wealth Management
New York
$9K
GBBWRPM
1179
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9K +$3.55K +81 +59%
GWS
1180
Glassman Wealth Services
Virginia
$8K -$4.39K -100 -35%
APSP
1181
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K
CPIG
1182
Chicago Partners Investment Group
Illinois
$7K
PFO
1183
Pathstone Family Office
New Jersey
$6K -$14.1K -321 -70%
PCP
1184
Proficio Capital Partners
Massachusetts
$6K -$3.86K -88 -38%
HCM
1185
Herndon Capital Management
Georgia
$6K
PVH
1186
Psagot Value Holdings
Israel
$6K
DPA
1187
Delphi Private Advisors
California
$5K -$15.8K -361 -76%
AA
1188
Apriem Advisors
California
$5K
CMBA
1189
C.M. Bidwell & Associates
Hawaii
$5K
FNBSF
1190
First National Bank Sioux Falls
South Dakota
$5K
RWG
1191
Regal Wealth Group
California
$4K
SHJ
1192
Sharkey, Howes & Javer
Colorado
$4K
CFA
1193
CT Financial Advisors
Pennsylvania
$3.29K +$3.29K +75 New
AIM
1194
Arcadia Investment Management
Michigan
$3K
FPTW
1195
Franklin, Parlapiano, Turner & Welch
Texas
$3K
AIS
1196
Accurate Investment Solutions
Pennsylvania
$3K +$44 +1 +1%
CIM
1197
Contravisory Investment Management
Massachusetts
$3K +$2.81K +64 New
CF
1198
CenterStar Fund
Illinois
$2K
BCI
1199
Brinker Capital Investments
Pennsylvania
$2K +$2.11K +48 New
FNB
1200
Farmers National Bank
Kentucky
$769 -$3.99K -91 -0.5%

MDLZ Hedge Fund Activity: Q3 2016 in Review

1,201 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q3 2016, worth a combined $51.5B — down 6.5% from $55.1B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of MDLZ and 62 opened new positions — a net loss of 3 holders — while 479 trimmed existing stakes and 432 added.

The largest buyer was Nomura Holdings, adding an estimated $827M. The largest seller was Macquarie Group, cutting an estimated $695M.

  • 1,201 institutional investors held Mondelez International (MDLZ) as of Q3 2016, down from 1,219 in Q2 2016.
  • Funds reported $51.5B of Mondelez International stock for Q3 2016, down 6.5% quarter-over-quarter.
  • 62 funds opened new Mondelez International positions in Q3 2016 and 65 closed out, a net change of -3 holders.
  • The largest Mondelez International buyer in Q3 2016 was Nomura Holdings, an estimated $827M added.
  • The largest Mondelez International seller in Q3 2016 was Macquarie Group, an estimated $695M sold.

Based on aggregated 13F filings for Q3 2016.