Mondelez International
MDLZ
1,456 hedge funds and large institutions have $55.6B invested in Mondelez International in 2019 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 489 increasing their positions, 583 reducing their positions, and 97 closing their positions.
65% more first-time investments, than exits
New positions opened: 160 | Existing positions closed: 97
25% more capital invested
Capital invested by funds: $44.5B → $55.6B (+$11.1B)
15% more funds holding in top 10
Funds holding in top 10: 27 → 31 (+4)
3% more funds holding
Funds holding: 1,408 → 1,456 (+48)
0.6% more ownership
Funds ownership: 76.52% → 77.12% (+0.6%)
16% less repeat investments, than reductions
Existing positions increased: 489 | Existing positions reduced: 583
28% less call options, than puts
Call options by funds: $287M | Put options by funds: $401M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$327M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$255M |
| 3 |
Renaissance Technologies
New York
|
+$200M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$139M |
| 5 |
Ninety One (UK)
London,
United Kingdom
|
+$131M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$593M |
| 2 |
D.E. Shaw & Co
New York
|
-$179M |
| 3 |
Morgan Stanley
New York
|
-$161M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$118M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$100M |
MDLZ Hedge Fund Activity: Q1 2019 in Review
1,456 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q1 2019, worth a combined $55.6B — up 25% from $44.5B a quarter earlier.
Buyers outnumbered sellers: 160 funds opened new MDLZ positions and 97 closed out — a net gain of 63 holders — while 489 added to existing stakes and 583 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $327M. The largest seller was JP Morgan Chase, cutting an estimated $593M.
- 1,456 institutional investors held Mondelez International (MDLZ) as of Q1 2019, up from 1,408 in Q4 2018.
- Funds reported $55.6B of Mondelez International stock for Q1 2019, up 25% quarter-over-quarter.
- 160 funds opened new Mondelez International positions in Q1 2019 and 97 closed out, a net change of +63 holders.
- The largest Mondelez International buyer in Q1 2019 was Boston Partners, an estimated $327M added.
- The largest Mondelez International seller in Q1 2019 was JP Morgan Chase, an estimated $593M sold.
Based on aggregated 13F filings for Q1 2019.