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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
HCC
1251
Hirtle Callaghan & Co
Pennsylvania
$10K -$2.44K -54 -20%
EWM
1252
Edge Wealth Management
New York
$9K
GBBWRPM
1253
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9K
NC
1254
NewSquare Capital
Pennsylvania
$9K
AA
1255
AlphaMark Advisors
Kentucky
$9K +$45 +1 +0.5%
NCM
1256
New Capital Management
Texas
$8K -$180 -4 -2%
AIM
1257
Arcadia Investment Management
Michigan
$8K +$8.57K +190 New
IPC
1258
Independent Portfolio Consultants
Florida
$7K
GAM
1259
Guinness Asset Management
United Kingdom
$6K
MFBTD
1260
MB Financial Bank - Trust Department
Illinois
$6K
CMBA
1261
C.M. Bidwell & Associates
Hawaii
$5K
MIM
1262
Macroview Investment Management
Maryland
$5K +$4.92K +109 New
CTB
1263
Country Trust Bank
Illinois
$5K +$5.23K +116 New
RWG
1264
Regal Wealth Group
California
$4K
WA
1265
WealthTrust-Arizona
Arizona
$4K
CFA
1266
Camarda Financial Advisors
Florida
$4K +$4.51K +100 New
SHJ
1267
Sharkey, Howes & Javer
Colorado
$3K
TCM
1268
Tradewinds Capital Management
Washington
$3K
AIS
1269
Accurate Investment Solutions
Pennsylvania
$3K +$45 +1 +1%
Walleye Trading
1270
Walleye Trading
New York
$2.36K +$1.6M +35,471 +185%
CFD
1271
Creative Financial Designs
Indiana
$2K
CFN
1272
Cordasco Financial Network
Florida
$2K +$2.25K +50 New
CT
1273
Chicago Trust
Illinois
$1.65K -$95K -2,106 -5%
AUB
1274
Atlantic Union Bankshares
Virginia
$271 -$117K -2,597 -29%
IWM
1275
IHT Wealth Management
Illinois
$44 +$88.5K +1,962 +38%

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.