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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
MA
1226
MCF Advisors
Kentucky
$26K -$28.9K -642 -51%
FMP
1227
Financial Management Professionals
Texas
$26K
IUHSA
1228
Itau Unibanco Holding S.A.
Brazil
$26K
TCM
1229
Tanaka Capital Management
New York
$26K
OFW
1230
Omnia Family Wealth
Florida
$25K
AAP
1231
Arax Advisory Partners
Colorado
$25K +$45 +1 +0.2%
JFA
1232
JNBA Financial Advisors
Minnesota
$24K
LYV
1233
Live Your Vision
Pennsylvania
$23K
BWM
1234
Baystate Wealth Management
Massachusetts
$23K +$4.33K +96 +9%
CWM
1235
Cranbrook Wealth Management
Michigan
$22K
AP
1236
Atwood & Palmer
Missouri
$21K
GP
1237
GLG Partners
United Kingdom
$21K
MCM
1238
MV Capital Management
Maryland
$19K -$4.51K -100 -19%
AWM
1239
AllSquare Wealth Management
New York
$19K
GI
1240
Gradient Investments
Minnesota
$18K -$16.1K -356 -46%
AWMS
1241
Advocacy Wealth Management Services
Georgia
$18K -$3.47K -77 -15%
PO
1242
Private Ocean
California
$17K
BWA
1243
BDO Wealth Advisors
Florida
$16K +$16.4K +364 New
IP
1244
Isthmus Partners
Wisconsin
$15K -$19.2K -425 -55%
APSP
1245
Asset Planning Services (Pennsylvania)
Pennsylvania
$14K
AC
1246
Alexandria Capital
Virginia
$13K
ST
1247
Somerset Trust
Pennsylvania
$13K
TWMP
1248
Taylor Wealth Management Partners
Massachusetts
$13K
ANBT
1249
American National Bank & Trust
Texas
$11K -$45 -1 -0.4%
ECM
1250
Exchange Capital Management
Michigan
$10K -$56.3K -1,249 -85%

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.