Mondelez International
MDLZ
1,552 hedge funds and large institutions have $56B invested in Mondelez International in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 594 increasing their positions, 588 reducing their positions, and 89 closing their positions.
40% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 89
1% more funds holding
Funds holding: 1,530 → 1,552 (+22)
4% more call options, than puts
Call options by funds: $318M | Put options by funds: $305M
2% more capital invested
Capital invested by funds: $55.1B → $56B (+$852M)
1% more repeat investments, than reductions
Existing positions increased: 594 | Existing positions reduced: 588
0.08% less ownership
Funds ownership: 76.75% → 76.67% (-0.08%)
15% less funds holding in top 10
Funds holding in top 10: 34 → 29 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$257M |
| 2 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$152M |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$147M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$145M |
| 5 |
LT
Lindsell Train
London,
United Kingdom
|
+$133M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$196M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$153M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$143M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$137M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$118M |
MDLZ Hedge Fund Activity: Q2 2020 in Review
1,552 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q2 2020, worth a combined $56B — up 1.5% from $55.1B a quarter earlier.
Buyers outnumbered sellers: 125 funds opened new MDLZ positions and 89 closed out — a net gain of 36 holders — while 594 added to existing stakes and 588 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $257M. The largest seller was Capital International Investors, cutting an estimated $196M.
- 1,552 institutional investors held Mondelez International (MDLZ) as of Q2 2020, up from 1,530 in Q1 2020.
- Funds reported $56B of Mondelez International stock for Q2 2020, up 1.5% quarter-over-quarter.
- 125 funds opened new Mondelez International positions in Q2 2020 and 89 closed out, a net change of +36 holders.
- The largest Mondelez International buyer in Q2 2020 was Wellington Management Group, an estimated $257M added.
- The largest Mondelez International seller in Q2 2020 was Capital International Investors, an estimated $196M sold.
Based on aggregated 13F filings for Q2 2020.