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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
Lord, Abbett & Co
101
Lord, Abbett & Co
New Jersey
$74.3M -$5.32M -118,044 -6%
Ameriprise
102
Ameriprise
Minnesota
$73.2M -$15.5M -343,047 -17%
Alyeska Investment Group
103
Alyeska Investment Group
Illinois
$73.2M +$38.9M +862,426 +104%
VFA
104
Virtus Fund Advisers
Connecticut
$71.3M -$619K -13,721 -0.8%
ACM
105
Atlanta Capital Management
Georgia
$70.4M -$2.87M -63,626 -4%
GC
106
Guggenheim Capital
Illinois
$70.3M +$2.54M +56,309 +4%
State of Wisconsin Investment Board
107
State of Wisconsin Investment Board
Wisconsin
$70.2M +$12.5M +276,980 +21%
WRF
108
Waddell & Reed Financial
Kansas
$70.2M -$34.1M -755,400 -32%
AT
109
AMF Tjänstepension
Sweden
$67M
SAM
110
Silvercrest Asset Management
New York
$66.5M +$689K +15,287 +1%
TCG
111
Tremblant Capital Group
Florida
$66.4M +$5.04M +111,727 +8%
Loomis, Sayles & Company
112
Loomis, Sayles & Company
Massachusetts
$63.5M +$673K +14,929 +1%
PAMU
113
Pictet Asset Management (UK)
United Kingdom
$61.4M -$1.12M -24,900 -2%
ESCM
114
Echo Street Capital Management
New York
$59.7M -$2.16M -47,998 -3%
CWM
115
CIBC World Markets
New York
$59M -$22.2M -492,248 -26%
MSE
116
MUFG Securities EMEA
United Kingdom
$59M
SFM
117
Soros Fund Management
New York
$58.4M +$5.19M +115,000 +9%
Chevy Chase Trust
118
Chevy Chase Trust
Maryland
$57.4M -$249K -5,524 -0.4%
MVIP
119
Mar Vista Investment Partners
California
$57.4M +$2.05M +45,468 +4%
HTC
120
Haverford Trust Company
Pennsylvania
$56.2M +$3.76M +83,309 +7%
Canada Life
121
Canada Life
Manitoba, Canada
$55.7M +$2.93M +64,877 +5%
AQR Capital Management
122
AQR Capital Management
Connecticut
$53.6M +$36M +799,430 +181%
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$52.7M -$48.8M -1,082,205 -47%
DC
124
Davenport & Co
Virginia
$52.2M +$42.1K +934 +0.1%
GIA
125
Gateway Investment Advisers
Ohio
$52M -$1.57M -34,760 -3%

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.