See Which Of The Latest 13F Filers Holds Mondelez International
Joel Kornblau - Friday, May 8, 4:02 PM

At Holdings Channel, we have reviewed the latest batch of the 31 most recent 13F filings for the 03/31/2020 reporting period, and noticed that Mondelez International Inc (MDLZ) was held by 13 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.

Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.

Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in MDLZ positions, for this latest batch of 13F filers:

FundNew Position?Change In Share CountChange In Market Value ($ in 1000's)
Quilter Plc Existing +24,623-$250
PNC Financial Services Group Inc. Existing +695,520+$26,023
United Bank Existing -4,298-$300
Mandatum Life Insurance Co Ltd Existing +6,792+$105
Summit Asset Management LLC Existing +2-$27
Swiss National Bank Existing +1,040,700+$29,381
Spring Creek Investment Management LLC Existing UNCH-$297
Point View Wealth Management Inc. Existing +61-$70
Mogy Joel R Investment Counsel Inc. Existing UNCH-$264
IndexIQ Advisors LLC Existing -1-$2
Cambridge Investment Research Advisors Inc. Existing +3,601-$488
West Family Investments Inc. Existing UNCH-$100
Capital Advisors Ltd. LLC Existing +10-$8
Aggregate Change: +1,767,010+$53,703

In terms of shares owned, we count 8 of the above funds having increased existing MDLZ positions from 12/31/2019 to 03/31/2020, with 2 having decreased their positions. Worth noting is that Lucia Wealth Services LLC, included in this recent batch of 13F filers, exited MDLZ common stock as of 03/31/2020.

Looking beyond these particular funds in this one batch of most recent filers, we tallied up the MDLZ share count in the aggregate among all of the funds which held MDLZ at the 03/31/2020 reporting period (out of the 2,273 we looked at in total). We then compared that number to the sum total of MDLZ shares those same funds held back at the 12/31/2019 period, to see how the aggregate share count held by hedge funds has moved for MDLZ. We found that between these two periods, funds increased their holdings by 3,675,940 shares in the aggregate, from 236,052,711 up to 239,728,651 for a share count increase of approximately 1.56%. The overall top three funds holding MDLZ on 03/31/2020 were:

»FundShares of MDLZ Held
1.BlackRock Inc. 95,705,964
2.Bank of New York Mellon Corp 14,893,725
3.UBS Group AG 11,435,341
4-10Find out the full Top 10 Hedge Funds Holding MDLZ»

We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Mondelez International Inc (MDLZ).

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