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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
Korea Investment Corp
126
Korea Investment Corp
South Korea
$50.9M +$22.4M +496,150 +73%
National Pension Service
127
National Pension Service
South Korea
$50.9M +$5.08M +112,661 +11%
Aviva
128
Aviva
United Kingdom
$49.8M -$1.71M -37,825 -3%
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$49.7M +$1.97M +43,582 +4%
Axa
130
Axa
France
$48.8M -$1.64M -36,359 -3%
NFA
131
Nationwide Fund Advisors
Ohio
$48.6M -$2.31M -51,223 -4%
State of New Jersey Common Pension Fund D
132
State of New Jersey Common Pension Fund D
New Jersey
$45.9M -$45.1M -1,000,000 -48%
CB
133
Commerce Bank
Missouri
$45.7M +$769K +17,064 +2%
Connor, Clark & Lunn Investment Management (CC&L)
134
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$45.3M +$19.3M +428,200 +69%
CWG
135
C WorldWide Group
Denmark
$44.8M +$30.3M +672,507 +184%
Stifel Financial
136
Stifel Financial
Missouri
$43.8M +$1.75M +38,855 +4%
RJA
137
Raymond James & Associates
Florida
$43.7M +$2.55M +56,469 +6%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$43.6M -$928K -20,583 -2%
KeyBank National Association
139
KeyBank National Association
Ohio
$43.5M +$255K +5,659 +0.6%
US Bancorp
140
US Bancorp
Minnesota
$41.4M -$831K -18,428 -2%
Schroder Investment Management Group
141
Schroder Investment Management Group
United Kingdom
$39.8M -$2.32M -51,481 -5%
Calamos Advisors
142
Calamos Advisors
Illinois
$39.3M +$35K +777 +0.1%
AAMU
143
Amundi Asset Management US
Massachusetts
$38.9M -$99.2K -2,200 -0.2%
Luther King Capital Management (LKCM)
144
Luther King Capital Management (LKCM)
Texas
$37.8M +$6.24M +138,307 +19%
Teacher Retirement System of Texas
145
Teacher Retirement System of Texas
Texas
$37.7M -$3.92K -87 -0%
FMI
146
Factory Mutual Insurance
Massachusetts
$37.7M +$3.16M +70,000 +9%
CRM
147
Cramer Rosenthal McGlynn
Connecticut
$37.1M +$660K +14,640 +2%
VAM
148
ValueInvest Asset Management
Luxembourg
$37.1M
BCIM
149
British Columbia Investment Management
British Columbia, Canada
$37M -$1.19M -26,383 -3%
KBC Group
150
KBC Group
Belgium
$36.6M -$2.81M -62,379 -7%

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.