Mondelez International
MDLZ
1,343 hedge funds and large institutions have $48.3B invested in Mondelez International in 2017 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 449 increasing their positions, 502 reducing their positions, and 70 closing their positions.
169% more first-time investments, than exits
New positions opened: 188 | Existing positions closed: 70
9% more funds holding
Funds holding: 1,236 → 1,343 (+107)
3% more capital invested
Capital invested by funds: $46.7B → $48.3B (+$1.57B)
0% more funds holding in top 10
Funds holding in top 10: 23 → 23 (0)
0.65% less ownership
Funds ownership: 76.22% → 75.57% (-0.65%)
11% less repeat investments, than reductions
Existing positions increased: 449 | Existing positions reduced: 502
42% less call options, than puts
Call options by funds: $965M | Put options by funds: $1.67B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSCM
Pershing Square Capital Management
New York
|
+$392M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$257M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$196M |
| 4 |
EC
Eminence Capital
New York
|
+$155M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$150M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Holdings
Tokyo,
Japan
|
-$501M |
| 2 |
Eagle Capital Management (New York)
New York
|
-$422M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$382M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$223M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$153M |
MDLZ Hedge Fund Activity: Q4 2017 in Review
1,343 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q4 2017, worth a combined $48.3B — up 3.4% from $46.7B a quarter earlier.
Buyers outnumbered sellers: 188 funds opened new MDLZ positions and 70 closed out — a net gain of 118 holders — while 449 added to existing stakes and 502 trimmed.
The largest buyer was Pershing Square Capital Management, adding an estimated $392M. The largest seller was Nomura Holdings, cutting an estimated $501M.
- 1,343 institutional investors held Mondelez International (MDLZ) as of Q4 2017, up from 1,236 in Q3 2017.
- Funds reported $48.3B of Mondelez International stock for Q4 2017, up 3.4% quarter-over-quarter.
- 188 funds opened new Mondelez International positions in Q4 2017 and 70 closed out, a net change of +118 holders.
- The largest Mondelez International buyer in Q4 2017 was Pershing Square Capital Management, an estimated $392M added.
- The largest Mondelez International seller in Q4 2017 was Nomura Holdings, an estimated $501M sold.
Based on aggregated 13F filings for Q4 2017.