Mondelez International
MDLZ
1,203 hedge funds and large institutions have $52B invested in Mondelez International in 2016 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 433 increasing their positions, 478 reducing their positions, and 65 closing their positions.
5% less capital invested
Capital invested by funds: $54.4B → $52B (-$2.45B)
5% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 65
9% less repeat investments, than reductions
Existing positions increased: 433 | Existing positions reduced: 478
1% less funds holding
Funds holding: 1,221 → 1,203 (-18)
24% less funds holding in top 10
Funds holding in top 10: 41 → 31 (-10)
28% less call options, than puts
Call options by funds: $1.08B | Put options by funds: $1.5B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Holdings
Tokyo,
Japan
|
+$827M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$367M |
| 3 |
State Street
Boston,
Massachusetts
|
+$184M |
| 4 |
JP
Jana Partners
New York
|
+$145M |
| 5 |
Parallax Volatility Advisers
San Francisco,
California
|
+$142M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$492M |
| 2 |
CWM
CIBC World Markets
New York
|
-$255M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$244M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$188M |
| 5 |
SG Americas Securities
New York
|
-$147M |
MDLZ Hedge Fund Activity: Q3 2016 in Review
1,203 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q3 2016, worth a combined $52B — down 4.5% from $54.4B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of MDLZ and 62 opened new positions — a net loss of 3 holders — while 478 trimmed existing stakes and 433 added.
The largest buyer was Nomura Holdings, adding an estimated $827M. The largest seller was Morgan Stanley, cutting an estimated $492M.
- 1,203 institutional investors held Mondelez International (MDLZ) as of Q3 2016, down from 1,221 in Q2 2016.
- Funds reported $52B of Mondelez International stock for Q3 2016, down 4.5% quarter-over-quarter.
- 62 funds opened new Mondelez International positions in Q3 2016 and 65 closed out, a net change of -3 holders.
- The largest Mondelez International buyer in Q3 2016 was Nomura Holdings, an estimated $827M added.
- The largest Mondelez International seller in Q3 2016 was Morgan Stanley, an estimated $492M sold.
Based on aggregated 13F filings for Q3 2016.