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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
AWM
1226
AllSquare Wealth Management
New York
$19K -$39.9K -900 -67%
ZB
1227
Zions Bancorporation
Utah
$18K -$43.5K -981 -70%
PO
1228
Private Ocean
California
$17K
TRCT
1229
Tower Research Capital (TRC)
New York
$14K -$985K -22,226 -99%
APSP
1230
Asset Planning Services (Pennsylvania)
Pennsylvania
$14K
PHK
1231
Point72 Hong Kong
Hong Kong
$14K +$14.5K +327 New
AC
1232
Alexandria Capital
Virginia
$13K
ST
1233
Somerset Trust
Pennsylvania
$13K
TWMP
1234
Taylor Wealth Management Partners
Massachusetts
$13K
HCC
1235
Hirtle Callaghan & Co
Pennsylvania
$12K
MWM
1236
Mascoma Wealth Management
New Hampshire
$11K
ANBT
1237
American National Bank & Trust
Texas
$11K +$10.9K +247 New
AAF
1238
Andra AP-fonden
Sweden
$10.1K +$2.59M +58,400 +33%
GBBWRPM
1239
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$10K -$16.6K -375 -63%
RBC
1240
Roble Belko & Company
Pennsylvania
$10K +$44 +1 +0.4%
AIM
1241
Acrospire Investment Management
Illinois
$9K -$66.5K -1,500 -88%
AA
1242
AlphaMark Advisors
Kentucky
$9K
CFS
1243
Commonwealth Financial Services
West Virginia
$9K
EWM
1244
Edge Wealth Management
New York
$9K
NC
1245
NewSquare Capital
Pennsylvania
$9K
NCM
1246
New Capital Management
Texas
$8K
AAM
1247
Advisors Asset Management
Colorado
$7K -$400K -9,036 -98%
IPC
1248
Independent Portfolio Consultants
Florida
$7K -$15.6K -351 -70%
CPIG
1249
Chicago Partners Investment Group
Illinois
$7K -$3.5K -79 -32%
MAS
1250
Madden Advisory Services
Florida
$7K +$7.98K +180 New

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.