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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
VCM
1176
Versant Capital Management
Arizona
$73K -$496 -11 -0.6%
BWP
1177
Baldwin Wealth Partners
Massachusetts
$71K
HI
1178
Hudock Inc
Pennsylvania
$71K
AF
1179
Allworth Financial
California
$69K -$2.75K -61 -4%
PHK
1180
Point72 Hong Kong
Hong Kong
$69K +$57.8K +1,281 +392%
PFGIA
1181
Patriot Financial Group Insurance Agency
Massachusetts
$68K +$45 +1 +0.1%
BWA
1182
Burt Wealth Advisors
Maryland
$65K +$45.6K +1,012 +197%
AFIA
1183
America First Investment Advisors
Nebraska
$61K
FQ
1184
First Quadrant
California
$60K
HA
1185
Harfst & Associates
Wyoming
$59K
SIAP
1186
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$59K +$11.8K +261 +24%
KF
1187
Krilogy Financial
Missouri
$58K -$1.08K -24 -2%
LA
1188
Legacy Advisors
Pennsylvania
$58K
PCP
1189
Proficio Capital Partners
Massachusetts
$57K -$44.3K -983 -43%
TIM
1190
Tortoise Investment Management
New York
$56K
CFG
1191
CKW Financial Group
Hawaii
$56K +$58.1K +1,289 New
JWA
1192
JFS Wealth Advisors
Pennsylvania
$55K
CCMW
1193
Cypress Capital Management (Wyoming)
Wyoming
$54.4K
GWS
1194
Glassman Wealth Services
Virginia
$53K +$10.3K +228 +23%
AIM
1195
Advantage Investment Management
Iowa
$50K +$5K +111 +11%
JAM
1196
Jolley Asset Management
North Carolina
$47K +$10.9K +242 +29%
SIAS
1197
Shine Investment Advisory Services
Colorado
$45K +$47.3K +1,049 New
CCM
1198
Cribstone Capital Management
Maine
$44K
RFS
1199
Rockefeller Financial Services
New York
$43K
IAS
1200
INR Advisory Services
Pennsylvania
$43K +$45.1K +1,000 New

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.