Mondelez International
MDLZ
1,126 hedge funds and large institutions have $44.7B invested in Mondelez International in 2015 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 361 increasing their positions, 480 reducing their positions, and 80 closing their positions.
47% more call options, than puts
Call options by funds: $268M | Put options by funds: $182M
0% more funds holding in top 10
Funds holding in top 10: 22 → 22 (0)
6% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 80
2% less funds holding
Funds holding: 1,146 → 1,126 (-20)
5% less capital invested
Capital invested by funds: $47.2B → $44.7B (-$2.49B)
25% less repeat investments, than reductions
Existing positions increased: 361 | Existing positions reduced: 480
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$352M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$281M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$177M |
| 4 |
Nomura Holdings
Tokyo,
Japan
|
+$172M |
| 5 |
First Eagle Investment Management
New York
|
+$162M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$921M |
| 2 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$650M |
| 3 |
Jennison Associates
New York
|
-$293M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$207M |
| 5 |
Morgan Stanley
New York
|
-$193M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCWMU
1201
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| – | -$44K | -1,200 | Closed |
|
1202
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$36K | -1,000 | Closed |
|
|
CFG
1203
CKW Financial Group
Honolulu,
Hawaii
| – | -$19K | -511 | Closed |
|
|
MAS
1204
Madden Advisory Services
Jacksonville,
Florida
| – | -$13K | -346 | Closed |
|
|
NMIS
1205
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| – | -$6K | -155 | Closed |
|
MDLZ Hedge Fund Activity: Q1 2015 in Review
1,126 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q1 2015, worth a combined $44.7B — down 5.3% from $47.2B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of MDLZ and 75 opened new positions — a net loss of 5 holders — while 480 trimmed existing stakes and 361 added.
The largest buyer was Viking Global Investors, adding an estimated $352M. The largest seller was Southeastern Asset Management, cutting an estimated $921M.
- 1,126 institutional investors held Mondelez International (MDLZ) as of Q1 2015, down from 1,146 in Q4 2014.
- Funds reported $44.7B of Mondelez International stock for Q1 2015, down 5.3% quarter-over-quarter.
- 75 funds opened new Mondelez International positions in Q1 2015 and 80 closed out, a net change of -5 holders.
- The largest Mondelez International buyer in Q1 2015 was Viking Global Investors, an estimated $352M added.
- The largest Mondelez International seller in Q1 2015 was Southeastern Asset Management, an estimated $921M sold.
Based on aggregated 13F filings for Q1 2015.