We are live on ! Find out more
MDLZ icon

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
SIAP
1176
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$47K
CCA
1177
Catalyst Capital Advisors
New York
$45K -$1.84M -41,440 -98%
CCM
1178
Cribstone Capital Management
Maine
$45K
AIM
1179
Advantage Investment Management
Iowa
$45K +$20.6K +465 +79%
RFS
1180
Rockefeller Financial Services
New York
$43K -$110K -2,491 -71%
GWA
1181
Guidant Wealth Advisors
Illinois
$43K
GWS
1182
Glassman Wealth Services
Virginia
$43K +$30.7K +692 +222%
AF
1183
Arrow Financial
New York
$41K -$1.02K -23 -2%
CP
1184
Corbenic Partners
Pennsylvania
$40K
PFO
1185
Pathstone Family Office
New Jersey
$39K +$40.4K +912 New
AA
1186
Apriem Advisors
California
$38K
JAM
1187
Jolley Asset Management
North Carolina
$37K
QAM
1188
QCI Asset Management
New York
$37K
TF
1189
Tompkins Financial
New York
$35K -$1.59K -36 -4%
BC
1190
Barnett & Company
Tennessee
$35K
CHC
1191
City Holding Co
West Virginia
$35K
IP
1192
Intellectus Partners
California
$35K
FPS
1193
Fieldpoint Private Securities
Connecticut
$35K +$35.5K +801 New
SCA
1194
Stuart Chaussee & Associates
California
$34K
GI
1195
Gradient Investments
Minnesota
$34K +$16.3K +368 +89%
CB
1196
Community Bank
New York
$33K -$16.4K -370 -33%
IP
1197
Isthmus Partners
Wisconsin
$33K +$18.8K +425 +123%
CWM
1198
Catamount Wealth Management
Connecticut
$32K
SAM
1199
Shamrock Asset Management
Texas
$32K
BRC
1200
Bell Rock Capital
Delaware
$32K +$14.5K +327 +77%

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.