Mondelez International
MDLZ
1,074 hedge funds and large institutions have $47B invested in Mondelez International in 2013 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 306 increasing their positions, 489 reducing their positions, and 67 closing their positions.
101% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 67
20% more funds holding in top 10
Funds holding in top 10: 25 → 30 (+5)
18% more call options, than puts
Call options by funds: $393M | Put options by funds: $334M
12% more capital invested
Capital invested by funds: $42.1B → $47B (+$4.92B)
6% more funds holding
Funds holding: 1,016 → 1,074 (+58)
37% less repeat investments, than reductions
Existing positions increased: 306 | Existing positions reduced: 489
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$504M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$172M |
| 3 |
JP
Jana Partners
New York
|
+$154M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$138M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$127M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$151M |
| 2 |
O
OppenheimerFunds
New York
|
-$127M |
| 3 |
JP Morgan Chase
New York
|
-$88.5M |
| 4 |
SC
Sculptor Capital
New York
|
-$77M |
| 5 |
ESG
Emerging Sovereign Group
New York
|
-$72M |
MDLZ Hedge Fund Activity: Q4 2013 in Review
1,074 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q4 2013, worth a combined $47B — up 12% from $42.1B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new MDLZ positions and 67 closed out — a net gain of 68 holders — while 306 added to existing stakes and 489 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $504M. The largest seller was Capital World Investors, cutting an estimated $151M.
- 1,074 institutional investors held Mondelez International (MDLZ) as of Q4 2013, up from 1,016 in Q3 2013.
- Funds reported $47B of Mondelez International stock for Q4 2013, up 12% quarter-over-quarter.
- 135 funds opened new Mondelez International positions in Q4 2013 and 67 closed out, a net change of +68 holders.
- The largest Mondelez International buyer in Q4 2013 was Wellington Management Group, an estimated $504M added.
- The largest Mondelez International seller in Q4 2013 was Capital World Investors, an estimated $151M sold.
Based on aggregated 13F filings for Q4 2013.