We are live on ! Find out more
MDLZ icon

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
GWA
1201
Guidant Wealth Advisors
Illinois
$42K
AF
1202
Arrow Financial
New York
$41K
CP
1203
Corbenic Partners
Pennsylvania
$41K +$45 +1 +0.1%
CHC
1204
City Holding Co
West Virginia
$41K +$6.22K +138 +17%
WA
1205
WFG Advisors
Texas
$41K +$20.2K +448 +90%
QAM
1206
QCI Asset Management
New York
$37K
CBT
1207
Central Bank & Trust
Kentucky
$36K -$31.7K -702 -45%
VIA
1208
Vantage Investment Advisors
Pennsylvania
$36K +$11.3K +250 +43%
MCIA
1209
Mountain Capital Investment Advisors
Colorado
$36K +$37.8K +838 New
FPS
1210
Fieldpoint Private Securities
Connecticut
$35K
TF
1211
Tompkins Financial
New York
$35K
IP
1212
Intellectus Partners
California
$35K +$225 +5 +0.6%
SCA
1213
Stuart Chaussee & Associates
California
$34K
PFO
1214
Pathstone Family Office
New Jersey
$33K -$6.36K -141 -15%
CB
1215
Community Bank
New York
$33K
CWM
1216
Catamount Wealth Management
Connecticut
$32K
SAM
1217
Shamrock Asset Management
Texas
$32K
MWM
1218
Mascoma Wealth Management
New Hampshire
$31K +$20.7K +459 +185%
CG
1219
Cutler Group
California
$30K -$371K -8,226 -92%
PCFFS
1220
Pacific Center for Financial Services
California
$30K
RAM
1221
Riggs Asset Management
Pennsylvania
$30K
WAS
1222
WESPAC Advisors SoCal
California
$29K
MUS
1223
Mitsubishi UFJ Securities
Japan
$28K -$1.35K -30 -4%
PWM
1224
Perigon Wealth Management
California
$27K +$3.65K +81 +15%
MWM
1225
MinichMacGregor Wealth Management
New York
$27K +$6.67K +148 +30%

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.