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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
Comerica Bank
176
Comerica Bank
Texas
$25.3M -$354K -7,857 -1%
BFS
177
Bradley Foster & Sargent
Connecticut
$25.2M -$927K -20,563 -3%
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$25.2M +$130K +2,878 +0.5%
Berkshire Hathaway
179
Berkshire Hathaway
Nebraska
$25M
SB
180
Suntrust Banks
Georgia
$24.9M -$451K -10,002 -2%
BAPIM
181
British Airways Pensions Investment Management
United Kingdom
$24.6M +$15M +332,822 +140%
SC
182
Stralem & Co
New York
$24.6M -$491K -10,900 -2%
ZIC
183
ZWJ Investment Counsel
Georgia
$24.4M +$695K +15,421 +3%
ProShare Advisors
184
ProShare Advisors
Maryland
$24M +$3.23M +71,633 +15%
RFC
185
Regions Financial Corp
Alabama
$24M +$820K +18,180 +3%
Toronto Dominion Bank
186
Toronto Dominion Bank
Ontario, Canada
$23.6M +$4.6M +101,952 +23%
A
187
AustralianSuper
Australia
$23.3M
HighTower Advisors
188
HighTower Advisors
Illinois
$22.8M -$1.5M -33,373 -6%
CBT
189
Capital Bank & Trust
California
$22.7M +$23.7M +526,315 New
GG
190
Gofen & Glossberg
Illinois
$22.7M +$540K +11,982 +2%
JGC
191
J. Goldman & Co
New York
$22.4M +$23.4M +518,200 New
Grantham, Mayo, Van Otterloo & Co (GMO)
192
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$21.8M +$14.6M +322,771 +178%
SOMRS
193
State of Michigan Retirement System
Michigan
$21.5M -$126K -2,800 -0.6%
SCM
194
Stevens Capital Management
Pennsylvania
$21.3M +$10.5M +231,994 +89%
FWCM
195
Ferguson Wellman Capital Management
Oregon
$21.2M +$304K +6,733 +1%
Select Equity Group
196
Select Equity Group
New York
$21.1M +$22.1M +489,474 New
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$20.9M +$3.24M +71,921 +17%
PC
198
Packer & Co
Australia
$20.7M
GIBU
199
Gulf International Bank (UK)
United Kingdom
$20.6M -$236K -5,243 -1%
SEI Investments
200
SEI Investments
Pennsylvania
$20.4M -$542K -12,027 -2%

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.