Mondelez International
MDLZ
1,016 hedge funds and large institutions have $42.1B invested in Mondelez International in 2013 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 355 increasing their positions, 448 reducing their positions, and 68 closing their positions.
10% more capital invested
Capital invested by funds: $38.1B → $42.1B (+$3.96B)
4% more funds holding in top 10
Funds holding in top 10: 24 → 25 (+1)
7% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 68
1% less funds holding
Funds holding: 1,022 → 1,016 (-6)
4% less call options, than puts
Call options by funds: $306M | Put options by funds: $319M
21% less repeat investments, than reductions
Existing positions increased: 355 | Existing positions reduced: 448
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$374M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$279M |
| 3 |
Morgan Stanley
New York
|
+$145M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$143M |
| 5 |
SC
Sculptor Capital
New York
|
+$106M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$152M |
| 2 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$139M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$128M |
| 4 |
Renaissance Technologies
New York
|
-$106M |
| 5 |
MCM
Marsico Capital Management
Denver,
Colorado
|
-$106M |
MDLZ Hedge Fund Activity: Q3 2013 in Review
1,016 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q3 2013, worth a combined $42.1B — up 10% from $38.1B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new MDLZ positions and 68 closed out — a net gain of 5 holders — while 355 added to existing stakes and 448 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $374M. The largest seller was BlackRock Advisors, cutting an estimated $152M.
- 1,016 institutional investors held Mondelez International (MDLZ) as of Q3 2013, down from 1,022 in Q2 2013.
- Funds reported $42.1B of Mondelez International stock for Q3 2013, up 10% quarter-over-quarter.
- 73 funds opened new Mondelez International positions in Q3 2013 and 68 closed out, a net change of +5 holders.
- The largest Mondelez International buyer in Q3 2013 was OppenheimerFunds, an estimated $374M added.
- The largest Mondelez International seller in Q3 2013 was BlackRock Advisors, an estimated $152M sold.
Based on aggregated 13F filings for Q3 2013.