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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.27B +$52.7M +1,168,269 +1%
BlackRock
2
BlackRock
New York
$3.85B -$41.7M -924,858 -1%
State Street
3
State Street
Massachusetts
$2.76B -$75.3M -1,670,776 -3%
TFM
4
Trian Fund Management
New York
$1.84B -$77.9M -1,727,450 -4%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.68B +$131M +2,914,067 +8%
Bank of America
6
Bank of America
North Carolina
$1.28B -$175M -3,889,437 -12%
Invesco
7
Invesco
Georgia
$1.18B -$25.1M -557,569 -2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$1.05B -$214M -4,740,933 -16%
Northern Trust
9
Northern Trust
Illinois
$937M +$66.3M +1,470,112 +7%
UBS Group
10
UBS Group
Switzerland
$898M +$579M +12,837,769 +161%
Norges Bank
11
Norges Bank
Norway
$776M +$12.1M +268,790 +2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$738M -$92.7M -2,056,904 -11%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$731M -$8.44M -187,251 -1%
LT
14
Lindsell Train
United Kingdom
$728M +$106M +2,357,000 +16%
Macquarie Group
15
Macquarie Group
Australia
$726M -$19.5M -433,173 -3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$673M +$7.62M +169,002 +1%
Eagle Capital Management (New York)
17
Eagle Capital Management (New York)
New York
$673M -$69.1M -1,532,236 -9%
PSCM
18
Pershing Square Capital Management
New York
$626M -$246M -5,446,000 -27%
Canada Pension Plan Investment Board
19
Canada Pension Plan Investment Board
Ontario, Canada
$594M +$56.1M +1,243,500 +10%
Caisse de Depot et Placement du Quebec (CDPQ)
20
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$568M +$150M +3,325,400 +34%
Capital International Investors
21
Capital International Investors
California
$523M +$499K +11,066 +0.1%
American Century Companies
22
American Century Companies
Missouri
$516M +$38.3M +849,997 +8%
Wells Fargo
23
Wells Fargo
California
$512M +$106M +2,353,988 +25%
Parnassus Investments
24
Parnassus Investments
California
$499M +$3.49M +77,441 +0.7%
Capital Research Global Investors
25
Capital Research Global Investors
California
$497M +$10.9K +242 +0%

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.