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Mondelez International
MDLZ

1,146 hedge funds and large institutions have $47.2B invested in Mondelez International in 2014 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 389 increasing their positions, 453 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 58

79% more call options, than puts

Call options by funds: $339M | Put options by funds: $189M

7% more capital invested

Capital invested by funds: $44.2B → $47.2B (+$3.01B)

5% more funds holding

Funds holding: 1,095 → 1,146 (+51)

0% more funds holding in top 10

Funds holding in top 10: 22 → 22 (0)

14% less repeat investments, than reductions

Existing positions increased: 389 | Existing positions reduced: 453

Holders
1,146
Holders Change
+51
Holders Change %
+4.66%
% of All Funds
30.55%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.59%
New
127
Increased
389
Reduced
453
Closed
58
Calls
$339M
Puts
$189M
Net Calls
+$150M
Net Calls Change
+$161M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$259M
2
TFM
Trian Fund Management
New York
+$166M
3
State Street
State Street
Massachusetts
+$118M
4
Goldman Sachs
Goldman Sachs
New York
+$116M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$109M

Top Sellers

Rank Fund Capital Flow
1
BA
BlackRock Advisors
Delaware
-$294M
2
Morgan Stanley
Morgan Stanley
New York
-$204M
3
SC
Sculptor Capital
New York
-$163M
4
Bank of America
Bank of America
North Carolina
-$154M
5
SAM
Southeastern Asset Management
Tennessee
-$142M
Name Holding Trade Value Shares
Change 		Change in
Stake
Credit Agricole
101
Credit Agricole
France
$76.9M -$695K -19,086 -0.9%
SG Americas Securities
102
SG Americas Securities
New York
$76.8M +$1.11M +30,422 +1%
Swiss National Bank
103
Swiss National Bank
Switzerland
$73.5M -$2.96M -81,400 -4%
Millennium Management
104
Millennium Management
New York
$72.7M +$5.47M +150,334 +8%
D.E. Shaw & Co
105
D.E. Shaw & Co
New York
$72M -$685K -18,814 -0.9%
MVIP
106
Mar Vista Investment Partners
California
$68.9M +$1.5M +41,088 +2%
State of Wisconsin Investment Board
107
State of Wisconsin Investment Board
Wisconsin
$68M +$8.75M +240,300 +15%
GC
108
Guggenheim Capital
Illinois
$67.5M +$7.49M +205,682 +12%
SGA
109
Sustainable Growth Advisers
Connecticut
$66.6M +$66.7M +1,832,811 New
UIM
110
USS Investment Management
United Kingdom
$65M – – –
GIA
111
Gateway Investment Advisers
Ohio
$64.2M -$11M -303,193 -15%
SCM
112
Sterling Capital Management
North Carolina
$63.4M +$33.5M +919,026 +111%
Fidelity International
113
Fidelity International
Bermuda
$62.5M -$23.1M -635,387 -27%
NFA
114
Nationwide Fund Advisors
Ohio
$62.3M +$1.07M +29,434 +2%
DIGDR
115
Dynamo Internacional Gestao de Recursos
Brazil
$61.9M +$3.73M +102,500 +6%
PI
116
PGGM Investments
Netherlands
$61.7M -$3.28M -90,235 -5%
SO
117
STRS Ohio
Ohio
$56.4M +$2.76M +75,698 +5%
Franklin Resources
118
Franklin Resources
California
$54.4M -$1.65M -45,384 -3%
RIM
119
RS Investment Management
California
$52.2M +$746K +20,500 +1%
AT
120
AMF Tjänstepension
Sweden
$51.7M +$51.8M +1,422,962 New
GAM
121
Gotham Asset Management
New York
$51.6M +$9.01M +247,582 +21%
SFM
122
Soros Fund Management
New York
$49.1M +$2.18M +60,000 +5%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$48.8M +$5.73M +157,380 +13%
SAM
124
Silvercrest Asset Management
New York
$47.8M +$37.8M +1,037,279 +373%
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$47.1M -$467K -12,824 -1%
3 4
5
6 7

MDLZ Hedge Fund Activity: Q4 2014 in Review

1,146 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q4 2014, worth a combined $47.2B — up 6.8% from $44.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new MDLZ positions and 58 closed out — a net gain of 69 holders — while 389 added to existing stakes and 453 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $259M. The largest seller was BlackRock Advisors, cutting an estimated $294M.

  • 1,146 institutional investors held Mondelez International (MDLZ) as of Q4 2014, up from 1,095 in Q3 2014.
  • Funds reported $47.2B of Mondelez International stock for Q4 2014, up 6.8% quarter-over-quarter.
  • 127 funds opened new Mondelez International positions in Q4 2014 and 58 closed out, a net change of +69 holders.
  • The largest Mondelez International buyer in Q4 2014 was Wellington Management Group, an estimated $259M added.
  • The largest Mondelez International seller in Q4 2014 was BlackRock Advisors, an estimated $294M sold.

Based on aggregated 13F filings for Q4 2014.