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Mondelez International

1,497 hedge funds and large institutions have $61.7B invested in Mondelez International in 2019 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 563 increasing their positions, 579 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 60

2% more funds holding

Funds holding: 1,4691,497 (+28)

2% more capital invested

Capital invested by funds: $60.4B → $61.7B (+$1.32B)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

0.66% less ownership

Funds ownership: 77.9%77.25% (-0.66%)

3% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 579

34% less call options, than puts

Call options by funds: $239M | Put options by funds: $359M

Holders
1,497
Holders Change
+28
Holders Change %
+1.91%
% of All Funds
32.83%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.64%
New
97
Increased
563
Reduced
579
Closed
60
Calls
$239M
Puts
$359M
Net Calls
-$120M
Net Calls Change
-$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.13B +$40.4M +738,844 +0.7%
BlackRock
2
BlackRock
New York
$5.26B +$118M +2,157,648 +2%
State Street
3
State Street
Massachusetts
$3.73B +$122M +2,221,137 +3%
Invesco
4
Invesco
Georgia
$2.15B -$17.1M -311,684 -0.8%
LT
5
Lindsell Train
United Kingdom
$1.78B -$77M -1,406,696 -4%
Capital International Investors
6
Capital International Investors
California
$1.32B +$121M +2,216,240 +10%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.3B -$27.7M -505,836 -2%
Bank of America
8
Bank of America
North Carolina
$1.23B +$28.2M +515,559 +2%
Northern Trust
9
Northern Trust
Illinois
$1.19B -$1.87M -34,166 -0.2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.17B +$36.6M +669,631 +3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$1.1B -$45M -821,655 -4%
TFM
12
Trian Fund Management
New York
$1.04B +$2.3K +42 +0%
Capital World Investors
13
Capital World Investors
California
$1.04B -$20.8M -379,329 -2%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$1.01B +$21.8M +397,837 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$894M -$7.87M -143,893 -0.9%
Macquarie Group
16
Macquarie Group
Australia
$874M +$3.56M +65,025 +0.4%
Ameriprise
17
Ameriprise
Minnesota
$865M -$88.3M -1,613,156 -9%
N
18
Nuveen
North Carolina
$824M -$24M -438,334 -3%
Wells Fargo
19
Wells Fargo
California
$816M +$21.9M +400,657 +3%
Norges Bank
20
Norges Bank
Norway
$815M -$33.8M -617,281 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
21
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$693M -$64M -1,169,400 -9%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$650M +$37.2M +679,868 +6%
UBS Group
23
UBS Group
Switzerland
$608M -$32.6M -595,381 -5%
ClearBridge Investments
24
ClearBridge Investments
New York
$516M +$13.9M +253,457 +3%
Legal & General Group
25
Legal & General Group
United Kingdom
$506M -$4.24M -77,430 -0.8%

MDLZ Hedge Fund Activity: Q3 2019 in Review

1,497 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q3 2019, worth a combined $61.7B — up 2.2% from $60.4B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new MDLZ positions and 60 closed out — a net gain of 37 holders — while 563 added to existing stakes and 579 trimmed.

The largest buyer was State Street, adding an estimated $122M. The largest seller was Goldman Sachs, cutting an estimated $147M.

  • 1,497 institutional investors held Mondelez International (MDLZ) as of Q3 2019, up from 1,469 in Q2 2019.
  • Funds reported $61.7B of Mondelez International stock for Q3 2019, up 2.2% quarter-over-quarter.
  • 97 funds opened new Mondelez International positions in Q3 2019 and 60 closed out, a net change of +37 holders.
  • The largest Mondelez International buyer in Q3 2019 was State Street, an estimated $122M added.
  • The largest Mondelez International seller in Q3 2019 was Goldman Sachs, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2019.