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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
GAM
1251
Guinness Asset Management
United Kingdom
$6K
PVH
1252
Psagot Value Holdings
Israel
$6K
MFBTD
1253
MB Financial Bank - Trust Department
Illinois
$6K +$5.94K +134 New
CMBA
1254
C.M. Bidwell & Associates
Hawaii
$5K
LWM
1255
LBA Wealth Management
Florida
$5K
RWG
1256
Regal Wealth Group
California
$4K
WA
1257
WealthTrust-Arizona
Arizona
$4K
CFA
1258
CT Financial Advisors
Pennsylvania
$3.23K
AIS
1259
Accurate Investment Solutions
Pennsylvania
$3K
TCM
1260
Tradewinds Capital Management
Washington
$3K
SHJ
1261
Sharkey, Howes & Javer
Colorado
$3K +$3.06K +69 New
CFD
1262
Creative Financial Designs
Indiana
$2K -$2.97K -67 -52%
SQA
1263
Simon Quick Advisors
New Jersey
$2K
CT
1264
Chicago Trust
Illinois
$1.74K -$211K -4,772 -11%
SM
1265
Sciencast Management
New Jersey
$1.49K +$1.06M +23,841 +220%
Walleye Trading
1266
Walleye Trading
New York
$825 -$2.73M -61,587 -76%
SLF
1267
Sun Life Financial
Ontario, Canada
$824 -$44 -1 -3%
AUB
1268
Atlantic Union Bankshares
Virginia
$382
HCM
1269
Hitchwood Capital Management
New York
-$53.2M -1,200,000 Closed
PCM
1270
Palestra Capital Management
New York
-$46.1M -1,040,000 Closed
ELC
1271
Edgar Lomax Company
Virginia
-$24.8M -559,836 Closed
QIM
1272
Quantitative Investment Management
Virginia
-$21.2M -478,500 Closed
YCMGA
1273
York Capital Management Global Advisors
New York
-$24.9M -459,362 Closed
LCM
1274
Laurion Capital Management
New York
-$16.2M -365,508 Closed
CIM
1275
Calvert Investment Management
Maryland
-$12.4M -280,461 Closed

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.