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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
Verition Fund Management
1301
Verition Fund Management
Connecticut
-$818K -18,981 Closed
HIIFS
1302
Harel Insurance Investments & Financial Services
Israel
-$617K -13,986 Closed
NJBEST
1303
New Jersey Better Educational Savings Trust
New Jersey
-$517K -12,000 Closed
AGM
1304
Alpine Global Management
New York
-$419K -9,719 Closed
TC
1305
TFS Capital
Pennsylvania
-$403K -9,361 Closed
DTL
1306
Dynamic Technology Lab
Singapore
-$370K -8,600 Closed
CCT
1307
Capital City Trust
Florida
-$340K -7,900 Closed
SCA
1308
Salient Capital Advisors
Texas
-$339K -7,860 Closed
VWM
1309
Valley Wealth Managers
New Jersey
-$303K -7,040 Closed
CIM
1310
CenturyLink Investment Management
Colorado
-$289K -6,718 Closed
FCH
1311
Freestone Capital Holdings
Washington
-$280K -6,490 Closed
BFM
1312
Boothbay Fund Management
New York
-$272K -6,312 Closed
MWP
1313
MYCIO Wealth Partners
Pennsylvania
-$231K -5,360 Closed
BJL
1314
Brighton Jones LLC
Washington
-$231K -5,351 Closed
I
1315
IberiaBank
Louisiana
-$229K -5,314 Closed
FTI
1316
Fiduciary Trust International
Massachusetts
-$224K -5,207 Closed
EWA
1317
Exencial Wealth Advisors
Oklahoma
-$231K -5,166 Closed
BMCM
1318
Bryn Mawr Capital Management
Pennsylvania
-$208K -4,820 Closed
HCM
1319
Highbridge Capital Management
New York
-$207K -4,790 Closed
CPA
1320
Capital Planning Advisors
California
-$206K -4,786 Closed
BKA
1321
Brick & Kyle Associates
Pennsylvania
-$177K -4,110 Closed
CAG
1322
Crestwood Advisors Group
Massachusetts
-$163K -3,718 Closed
BIG
1323
Bellwether Investment Group
Tennessee
-$75K -1,743 Closed
AA
1324
Apriem Advisors
California
-$38K -884 Closed
BC
1325
Barnett & Company
Tennessee
-$35K -801 Closed

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.