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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
MIC
1201
MU Investments Company
Japan
$30K -$8.86K -200 -22%
PCFFS
1202
Pacific Center for Financial Services
California
$30K
RAM
1203
Riggs Asset Management
Pennsylvania
$30K +$12.9K +290 +73%
WAS
1204
WESPAC Advisors SoCal
California
$29.8K
ACM
1205
AUA Capital Management
Pennsylvania
$29K -$133K -3,000 -82%
MUS
1206
Mitsubishi UFJ Securities
Japan
$29K -$1.33K -30 -4%
FMA
1207
FNY Managed Accounts
New York
$28K +$29.5K +666 New
IUHSA
1208
Itau Unibanco Holding S.A.
Brazil
$26K
TCM
1209
Tanaka Capital Management
New York
$26K
FMP
1210
Financial Management Professionals
Texas
$26K +$12.2K +275 +81%
VIA
1211
Vantage Investment Advisors
Pennsylvania
$25K -$1.99K -45 -7%
OFW
1212
Omnia Family Wealth
Florida
$25K
AAP
1213
Arax Advisory Partners
Colorado
$25K +$89 +2 +0.3%
JFA
1214
JNBA Financial Advisors
Minnesota
$24K +$8.86K +200 +56%
MCM
1215
MV Capital Management
Maryland
$23K
PWM
1216
Perigon Wealth Management
California
$23K
CWM
1217
Cranbrook Wealth Management
Michigan
$22K -$24.5K -553 -52%
BWA
1218
Burt Wealth Advisors
Maryland
$22K
LYV
1219
Live Your Vision
Pennsylvania
$22K
WA
1220
WFG Advisors
Texas
$21K -$19.2K -434 -47%
MWM
1221
MinichMacGregor Wealth Management
New York
$21K -$1.11K -25 -5%
AP
1222
Atwood & Palmer
Missouri
$21K
AWMS
1223
Advocacy Wealth Management Services
Georgia
$21K +$17.6K +397 +397%
GP
1224
GLG Partners
United Kingdom
$21K +$22K +497 New
WP
1225
WealthPLAN Partners
Nebraska
$20.9K +$21K +474 New

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.