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Mondelez International

1,668 hedge funds and large institutions have $67B invested in Mondelez International in 2021 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 607 increasing their positions, 618 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 89

6% more capital invested

Capital invested by funds: $63.5B → $67B (+$3.5B)

2% more funds holding

Funds holding: 1,6401,668 (+28)

0.4% less ownership

Funds ownership: 76.92%76.52% (-0.4%)

0% less call options, than puts

Call options by funds: $298M | Put options by funds: $299M

2% less repeat investments, than reductions

Existing positions increased: 607 | Existing positions reduced: 618

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
1,668
Holders Change
+28
Holders Change %
+1.71%
% of All Funds
29.03%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.28%
New
142
Increased
607
Reduced
618
Closed
89
Calls
$298M
Puts
$299M
Net Calls
-$1.39M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
401
Evoke Wealth
California
$6.15M -$3.94K -64 -0.1%
AIM
402
Achmea Investment Management
Netherlands
$6.15M -$919K -14,918 -13%
AIMCA
403
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.14M -$2.11M -34,200 -26%
FDCDDQ
404
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.08M -$120K -1,944 -2%
SSB
405
Sandy Spring Bank
Maryland
$6.04M +$123K +1,999 +2%
Boston Partners
406
Boston Partners
Massachusetts
$6.04M -$2.75M -44,690 -32%
BDWM
407
Brewin Dolphin Wealth Management
Ireland
$5.95M +$177K +2,865 +3%
NMERB
408
New Mexico Educational Retirement Board
New Mexico
$5.88M +$234K +3,800 +4%
Northwestern Mutual Wealth Management
409
Northwestern Mutual Wealth Management
Wisconsin
$5.88M +$1.46M +23,779 +34%
CIM
410
Chiron Investment Management
New York
$5.83M +$5.75M +93,374 New
WMSA
411
Weiss Multi-Strategy Advisers
New York
$5.8M +$5.2M +84,473 +1,004%
EWM
412
Endurance Wealth Management
Rhode Island
$5.79M +$22.8K +370 +0.4%
TI
413
Trexquant Investment
Connecticut
$5.79M +$4.68M +76,005 +455%
CWM
414
Calamos Wealth Management
Illinois
$5.76M +$5.24M +84,999 +1,180%
SHGA
415
Sand Hill Global Advisors
California
$5.76M +$205K +3,324 +4%
RJT
416
Raymond James Trust
Florida
$5.73M +$121K +1,966 +2%
PJSIMP
417
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.71M -$43.2K -702 -0.8%
QI
418
QS Investors
New York
$5.68M -$448K -7,279 -7%
TCOV
419
Trust Company of Vermont
Vermont
$5.66M -$215K -3,487 -4%
DY
420
Dowling & Yahnke
California
$5.62M +$29.6K +481 +0.5%
TRCT
421
Tower Research Capital (TRC)
New York
$5.61M -$6.2M -100,668 -53%
SAM
422
Shell Asset Management
Netherlands
$5.6M +$956K +15,525 +21%
AIM
423
Allen Investment Management
New York
$5.58M
MCM
424
Mattern Capital Management
Colorado
$5.51M +$278K +4,515 +5%
PBC
425
Pavion Blue Capital
California
$5.49M -$48.7K -790 -0.9%

MDLZ Hedge Fund Activity: Q2 2021 in Review

1,668 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q2 2021, worth a combined $67B — up 5.5% from $63.5B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new MDLZ positions and 89 closed out — a net gain of 53 holders — while 607 added to existing stakes and 618 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $678M. The largest seller was Macquarie Group, cutting an estimated $644M.

  • 1,668 institutional investors held Mondelez International (MDLZ) as of Q2 2021, up from 1,640 in Q1 2021.
  • Funds reported $67B of Mondelez International stock for Q2 2021, up 5.5% quarter-over-quarter.
  • 142 funds opened new Mondelez International positions in Q2 2021 and 89 closed out, a net change of +53 holders.
  • The largest Mondelez International buyer in Q2 2021 was Wellington Management Group, an estimated $678M added.
  • The largest Mondelez International seller in Q2 2021 was Macquarie Group, an estimated $644M sold.

Based on aggregated 13F filings for Q2 2021.