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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
VF
1301
Virtu Financial
New York
-$311K -7,005 Closed
HCMT
1302
Highland Capital Management (Texas)
Texas
-$288K -6,500 Closed
NDSI
1303
Newman Dignan & Sheerar Inc
Rhode Island
-$278K -6,278 Closed
TNAM
1304
Terra Nova Asset Management
New York
-$254K -5,736 Closed
SCM
1305
Stonebridge Capital Management
California
-$253K -5,695 Closed
TSS
1306
Two Sigma Securities
New York
-$248K -5,591 Closed
CCMG
1307
Clark Capital Management Group
Pennsylvania
-$233K -5,249 Closed
JGGDR
1308
JGP Global Gestao de Recursos
Brazil
-$227K -5,127 Closed
SFG
1309
SNS Financial Group
Minnesota
-$226K -5,091 Closed
SAM
1310
SignalPoint Asset Management
Missouri
-$224K -5,043 Closed
CL
1311
CPWM LLC
Washington
-$221K -4,987 Closed
IAM
1312
Integre Asset Management
New York
-$216K -4,864 Closed
WCM
1313
Windsor Capital Management
Arizona
-$211K -4,767 Closed
FHC
1314
First Heartland Consultants
Missouri
-$210K -4,726 Closed
MMPW
1315
Mitchell McLeod Pugh & Williams
Alabama
-$206K -4,654 Closed
SMH
1316
Sanders Morris Harris
Texas
-$204K -4,607 Closed
TCOT
1317
Trust Company of Toledo
Ohio
-$202K -4,552 Closed
BMC
1318
Benin Management Corp
Connecticut
-$201K -4,540 Closed
CPA
1319
Court Place Advisors
Maryland
-$199K -4,489 Closed
PCIG
1320
Partners Capital Investment Group
Massachusetts
-$175K -3,946 Closed
MBT
1321
Montecito Bank & Trust
California
-$144K -3,262 Closed
ECM
1322
Elgethun Capital Management
South Dakota
-$142K -3,206 Closed
PRS
1323
Pinkerton Retirement Specialists
Idaho
-$133K -3,003 Closed
HTHT
1324
Hemenway Trust Hemenway Trust
New Hampshire
-$84K -1,900 Closed
IWA
1325
IBEX Wealth Advisors
New Jersey
-$63K -1,401 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.