Mondelez International
MDLZ
1,123 hedge funds and large institutions have $50.7B invested in Mondelez International in 2015 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 336 increasing their positions, 494 reducing their positions, and 68 closing their positions.
47% more call options, than puts
Call options by funds: $278M | Put options by funds: $189M
45% more funds holding in top 10
Funds holding in top 10: 22 → 32 (+10)
15% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 68
14% more capital invested
Capital invested by funds: $44.7B → $50.7B (+$6.06B)
0% less funds holding
Funds holding: 1,125 → 1,123 (-2)
32% less repeat investments, than reductions
Existing positions increased: 336 | Existing positions reduced: 494
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Holdings
Tokyo,
Japan
|
+$3.28B |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$761M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$179M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$138M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$136M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$865M |
| 2 |
Jennison Associates
New York
|
-$528M |
| 3 |
State Street
Boston,
Massachusetts
|
-$323M |
| 4 |
RI
Relational Investors
San Diego,
California
|
-$316M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$192M |
MDLZ Hedge Fund Activity: Q2 2015 in Review
1,123 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q2 2015, worth a combined $50.7B — up 14% from $44.7B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new MDLZ positions and 68 closed out — a net gain of 10 holders — while 336 added to existing stakes and 494 trimmed.
The largest buyer was Nomura Holdings, adding an estimated $3.28B. The largest seller was Viking Global Investors, exiting entirely with an estimated $865M sold.
- 1,123 institutional investors held Mondelez International (MDLZ) as of Q2 2015, down from 1,125 in Q1 2015.
- Funds reported $50.7B of Mondelez International stock for Q2 2015, up 14% quarter-over-quarter.
- 78 funds opened new Mondelez International positions in Q2 2015 and 68 closed out, a net change of +10 holders.
- The largest Mondelez International buyer in Q2 2015 was Nomura Holdings, an estimated $3.28B added.
- The largest Mondelez International seller in Q2 2015 was Viking Global Investors, an estimated $865M sold.
Based on aggregated 13F filings for Q2 2015.