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Mondelez International

1,771 hedge funds and large institutions have $65.4B invested in Mondelez International in 2022 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 709 increasing their positions, 646 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

10% more repeat investments, than reductions

Existing positions increased: 709 | Existing positions reduced: 646

1% more call options, than puts

Call options by funds: $302M | Put options by funds: $298M

0.41% less ownership

Funds ownership: 76.73%76.31% (-0.41%)

2% less capital invested

Capital invested by funds: $66.8B → $65.4B (-$1.36B)

8% less first-time investments, than exits

New positions opened: 100 | Existing positions closed: 109

2% less funds holding

Funds holding: 1,8051,771 (-34)

Holders
1,771
Holders Change
-34
Holders Change %
-1.88%
% of All Funds
29.83%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.35%
New
100
Increased
709
Reduced
646
Closed
109
Calls
$302M
Puts
$298M
Net Calls
+$4.33M
Net Calls Change
-$30M
Name Holding Trade Value Shares
Change
Change in
Stake
FGP
326
Foyston, Gordon, & Payne
Ontario, Canada
$9.61M -$4.91M -77,710 -38%
CA
327
Cornerstone Advisors
North Carolina
$9.57M +$8.47M +134,100 +671%
WTC
328
WhitTier Trust Company
Nevada
$9.46M +$130K +2,057 +1%
TAF
329
Tredje AP-fonden
Sweden
$9.4M +$1.58M +25,000 +20%
MC
330
Middleton & Co
Massachusetts
$9.34M -$160K -2,536 -2%
ACIM
331
Azimuth Capital Investment Management
Michigan
$9.33M +$9.49M +150,217 New
PFPT
332
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.29M -$848K -13,428 -8%
CAPTRUST Financial Advisors
333
CAPTRUST Financial Advisors
North Carolina
$9.28M +$504K +7,982 +6%
TFA
334
Toth Financial Advisory
Virginia
$9.28M +$249K +3,941 +3%
SW
335
SteelPeak Wealth
California
$9.06M +$8.9M +140,860 +3,302%
SC
336
Saybrook Capital
North Carolina
$9.05M +$373K +5,900 +4%
LGF
337
LGT Group Foundation
Liechtenstein
$8.96M +$3.61M +57,068 +65%
Cerity Partners
338
Cerity Partners
New York
$8.93M -$772K -12,221 -8%
LIP
339
Liontrust Investment Partners
United Kingdom
$8.9M
BF
340
BOK Financial
Oklahoma
$8.85M +$1.91M +30,249 +27%
CW
341
Connectus Wealth
Ohio
$8.81M +$8.59M +136,011 +2,287%
EDRH
342
Edmond de Rothschild Holding
Switzerland
$8.8M +$723K +11,451 +9%
CWM
343
Calamos Wealth Management
Illinois
$8.75M +$2.7M +42,711 +43%
UB
344
UMB Bank
Missouri
$8.7M -$25.3K -400 -0.3%
HIMCH
345
Hartford Investment Management Co (HIMCO)
Connecticut
$8.69M +$92.9K +1,471 +1%
Daiwa Securities Group
346
Daiwa Securities Group
Japan
$8.6M +$335K +5,300 +4%
WC
347
Whitney & Co
New York
$8.48M +$11.6K +184 +0.1%
PCM
348
Palisade Capital Management
New Jersey
$8.41M -$80.2K -1,270 -0.9%
HCMT
349
Highland Capital Management (Tennessee)
Tennessee
$8.37M -$296K -4,691 -3%
WMSA
350
Weiss Multi-Strategy Advisers
New York
$8.3M +$8.44M +133,615 New

MDLZ Hedge Fund Activity: Q2 2022 in Review

1,771 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q2 2022, worth a combined $65.4B — down 2% from $66.8B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of MDLZ and 100 opened new positions — a net loss of 9 holders — while 646 trimmed existing stakes and 709 added.

The largest buyer was Morgan Stanley, adding an estimated $353M. The largest seller was Capital World Investors, cutting an estimated $926M.

  • 1,771 institutional investors held Mondelez International (MDLZ) as of Q2 2022, down from 1,805 in Q1 2022.
  • Funds reported $65.4B of Mondelez International stock for Q2 2022, down 2% quarter-over-quarter.
  • 100 funds opened new Mondelez International positions in Q2 2022 and 109 closed out, a net change of -9 holders.
  • The largest Mondelez International buyer in Q2 2022 was Morgan Stanley, an estimated $353M added.
  • The largest Mondelez International seller in Q2 2022 was Capital World Investors, an estimated $926M sold.

Based on aggregated 13F filings for Q2 2022.