Mondelez International
MDLZ
1,530 hedge funds and large institutions have $55.1B invested in Mondelez International in 2020 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 567 increasing their positions, 637 reducing their positions, and 143 closing their positions.
42% more funds holding in top 10
Funds holding in top 10: 24 → 34 (+10)
0.08% more ownership
Funds ownership: 76.67% → 76.75% (+0.08%)
2% less call options, than puts
Call options by funds: $318M | Put options by funds: $324M
3% less funds holding
Funds holding: 1,579 → 1,530 (-49)
9% less capital invested
Capital invested by funds: $60.9B → $55.1B (-$5.78B)
11% less repeat investments, than reductions
Existing positions increased: 567 | Existing positions reduced: 637
21% less first-time investments, than exits
New positions opened: 113 | Existing positions closed: 143
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$252M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$210M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$136M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$124M |
| 5 |
BlackRock
New York
|
+$111M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$360M |
| 2 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
-$354M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$253M |
| 4 |
LT
Lindsell Train
London,
United Kingdom
|
-$173M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$162M |
MDLZ Hedge Fund Activity: Q1 2020 in Review
1,530 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q1 2020, worth a combined $55.1B — down 9.5% from $60.9B a quarter earlier.
Sellers outnumbered buyers: 143 funds closed out of MDLZ and 113 opened new positions — a net loss of 30 holders — while 637 trimmed existing stakes and 567 added.
The largest buyer was Diamond Hill Capital Management, opening a new position worth an estimated $252M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $360M.
- 1,530 institutional investors held Mondelez International (MDLZ) as of Q1 2020, down from 1,579 in Q4 2019.
- Funds reported $55.1B of Mondelez International stock for Q1 2020, down 9.5% quarter-over-quarter.
- 113 funds opened new Mondelez International positions in Q1 2020 and 143 closed out, a net change of -30 holders.
- The largest Mondelez International buyer in Q1 2020 was Diamond Hill Capital Management, an estimated $252M added.
- The largest Mondelez International seller in Q1 2020 was Canada Pension Plan Investment Board, an estimated $360M sold.
Based on aggregated 13F filings for Q1 2020.