Mondelez International
MDLZ
1,345 hedge funds and large institutions have $47.8B invested in Mondelez International in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 471 increasing their positions, 535 reducing their positions, and 76 closing their positions.
7% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 76
5% more capital invested
Capital invested by funds: $45.5B → $47.8B (+$2.28B)
0.55% more ownership
Funds ownership: 75.29% → 75.83% (+0.55%)
0% less funds holding
Funds holding: 1,350 → 1,345 (-5)
12% less repeat investments, than reductions
Existing positions increased: 471 | Existing positions reduced: 535
14% less funds holding in top 10
Funds holding in top 10: 22 → 19 (-3)
58% less call options, than puts
Call options by funds: $291M | Put options by funds: $687M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$241M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$226M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$224M |
| 4 |
LT
Lindsell Train
London,
United Kingdom
|
+$145M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$129M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSCM
Pershing Square Capital Management
New York
|
-$671M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$166M |
| 3 |
SC
Sculptor Capital
New York
|
-$151M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$116M |
| 5 |
Millennium Management
New York
|
-$110M |
MDLZ Hedge Fund Activity: Q3 2018 in Review
1,345 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q3 2018, worth a combined $47.8B — up 5% from $45.5B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new MDLZ positions and 76 closed out — a net gain of 5 holders — while 471 added to existing stakes and 535 trimmed.
The largest buyer was Invesco, adding an estimated $241M. The largest seller was Pershing Square Capital Management, exiting entirely with an estimated $671M sold.
- 1,345 institutional investors held Mondelez International (MDLZ) as of Q3 2018, down from 1,350 in Q2 2018.
- Funds reported $47.8B of Mondelez International stock for Q3 2018, up 5% quarter-over-quarter.
- 81 funds opened new Mondelez International positions in Q3 2018 and 76 closed out, a net change of +5 holders.
- The largest Mondelez International buyer in Q3 2018 was Invesco, an estimated $241M added.
- The largest Mondelez International seller in Q3 2018 was Pershing Square Capital Management, an estimated $671M sold.
Based on aggregated 13F filings for Q3 2018.