Mondelez International
MDLZ
1,640 hedge funds and large institutions have $63.5B invested in Mondelez International in 2021 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 604 increasing their positions, 640 reducing their positions, and 119 closing their positions.
6% more funds holding in top 10
Funds holding in top 10: 16 → 17 (+1)
1.25% more ownership
Funds ownership: 75.67% → 76.92% (+1.3%)
1% less capital invested
Capital invested by funds: $64.1B → $63.5B (-$683M)
6% less repeat investments, than reductions
Existing positions increased: 604 | Existing positions reduced: 640
2% less funds holding
Funds holding: 1,669 → 1,640 (-29)
11% less first-time investments, than exits
New positions opened: 106 | Existing positions closed: 119
32% less call options, than puts
Call options by funds: $240M | Put options by funds: $351M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$444M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$283M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$271M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$264M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$249M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$387M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$302M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$203M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$182M |
| 5 |
State Street
Boston,
Massachusetts
|
-$170M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CYG
1751
Clean Yield Group
Norwich,
Vermont
| – | -$12K | -200 | Closed |
|
|
HIM
1752
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$8K | -140 | Closed |
|
|
SIM
1753
Seaview Investment Managers
Miami,
Florida
| – | -$6K | -113 | Closed |
|
|
FA
1754
Financial Avengers
Oakland,
California
| – | -$6K | -101 | Closed |
|
|
MIM
1755
Merrion Investment Management
Cranford,
New Jersey
| – | -$3K | -59 | Closed |
|
|
UFF
1756
USA Financial Formulas
Ada,
Michigan
| – | -$2.54K | -45 | -87% |
|
1757
Credit Agricole
Montrouge Cedex,
France
| – | -$2K | -38 | Closed |
|
|
JAM
1758
JCIC Asset Management
Toronto,
Ontario, Canada
| – | -$1K | -13 | Closed |
|
MDLZ Hedge Fund Activity: Q1 2021 in Review
1,640 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q1 2021, worth a combined $63.5B — down 1.1% from $64.1B a quarter earlier.
Sellers outnumbered buyers: 119 funds closed out of MDLZ and 106 opened new positions — a net loss of 13 holders — while 640 trimmed existing stakes and 604 added.
The largest buyer was Capital Research Global Investors, adding an estimated $444M. The largest seller was Lazard Asset Management, cutting an estimated $387M.
- 1,640 institutional investors held Mondelez International (MDLZ) as of Q1 2021, down from 1,669 in Q4 2020.
- Funds reported $63.5B of Mondelez International stock for Q1 2021, down 1.1% quarter-over-quarter.
- 106 funds opened new Mondelez International positions in Q1 2021 and 119 closed out, a net change of -13 holders.
- The largest Mondelez International buyer in Q1 2021 was Capital Research Global Investors, an estimated $444M added.
- The largest Mondelez International seller in Q1 2021 was Lazard Asset Management, an estimated $387M sold.
Based on aggregated 13F filings for Q1 2021.