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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
ACM
101
Atlanta Capital Management
Georgia
$72.9M -$9.52M -214,823 -11%
VFA
102
Virtus Fund Advisers
Connecticut
$71.7M +$73.4M +1,656,048 +205,976%
CC
103
Carlson Capital
Texas
$70.3M -$15.2M -342,365 -17%
GC
104
Guggenheim Capital
Illinois
$67.7M -$1.88M -42,395 -3%
Two Sigma Investments
105
Two Sigma Investments
New York
$67.3M +$58.7M +1,324,349 +556%
AT
106
AMF Tjänstepension
Sweden
$67M -$798K -18,002 -1%
Public Employees Retirement Association of Colorado
107
Public Employees Retirement Association of Colorado
Colorado
$66.2M -$415K -9,373 -0.6%
SAM
108
Silvercrest Asset Management
New York
$65.7M -$243K -5,482 -0.4%
CIBC World Market
109
CIBC World Market
Ontario, Canada
$63.7M +$49.4M +1,113,969 +305%
Loomis, Sayles & Company
110
Loomis, Sayles & Company
Massachusetts
$62.7M +$14M +316,541 +28%
ESCM
111
Echo Street Capital Management
New York
$61.6M +$47M +1,060,949 +288%
TCG
112
Tremblant Capital Group
Florida
$61.4M +$7.95M +179,436 +14%
PP
113
Prudential plc
United Kingdom
$59.4M +$408K +9,212 +0.7%
MSE
114
MUFG Securities EMEA
United Kingdom
$58.8M +$60.5M +1,365,000 New
State of Wisconsin Investment Board
115
State of Wisconsin Investment Board
Wisconsin
$58.1M +$6.93M +156,303 +13%
PAMU
116
Pictet Asset Management (UK)
United Kingdom
$57.9M +$4.6M +103,828 +8%
Chevy Chase Trust
117
Chevy Chase Trust
Maryland
$57.5M +$873K +19,709 +1%
MVIP
118
Mar Vista Investment Partners
California
$55.3M -$7.42M -167,460 -12%
GIA
119
Gateway Investment Advisers
Ohio
$53.4M -$8.16M -184,155 -13%
DC
120
Davenport & Co
Virginia
$53.4M -$264K -5,964 -0.5%
SFM
121
Soros Fund Management
New York
$53.3M +$34.5M +778,000 +169%
Canada Life
122
Canada Life
Manitoba, Canada
$52.8M -$3.52M -79,405 -6%
HTC
123
Haverford Trust Company
Pennsylvania
$52.4M +$6.87M +155,008 +15%
Aviva
124
Aviva
United Kingdom
$51.3M -$152K -3,426 -0.3%
NFA
125
Nationwide Fund Advisors
Ohio
$50.7M -$3.49M -78,807 -6%

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.