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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
PBC
426
Pavion Blue Capital
California
$5.48M +$190 +3 +0%
TCOV
427
Trust Company of Vermont
Vermont
$5.42M -$63.3K -1,002 -1%
RC
428
RBF Capital
California
$5.36M
ATIA
429
American Trust Investment Advisors
New Hampshire
$5.24M +$45.5K +720 +0.9%
Bessemer Group
430
Bessemer Group
New Jersey
$5.18M -$166K -2,620 -3%
MLICM
431
Metropolitan Life Insurance Company (MetLife)
New York
$5.18M -$147K -2,321 -3%
PA
432
Profund Advisors
Maryland
$5.15M -$1.29M -20,477 -20%
AA
433
ALPS Advisors
Colorado
$5.14M +$3.3M +52,247 +171%
FAB
434
First American Bank
Illinois
$5.12M +$265K +4,188 +5%
ISL
435
Ingalls & Snyder LLC
New York
$5.12M -$207K -3,279 -4%
WPI
436
Walter Public Investments
Canada
$5.09M -$4.3M -68,069 -46%
JC
437
Jacobs & Co
California
$5.04M -$10.1K -160 -0.2%
TC
438
TownSquare Capital
Utah
$4.99M +$517K +8,180 +11%
CCM
439
Cullen Capital Management
New York
$4.99M +$516K +8,167 +11%
AHC
440
Adell Harriman & Carpenter
Texas
$4.95M -$60.2K -953 -1%
JF
441
Jump Financial
Illinois
$4.91M +$4.6M +72,768 +1,145%
Kovitz Investment Group Partners
442
Kovitz Investment Group Partners
Illinois
$4.91M +$142K +2,250 +3%
FCI
443
Financial Counselors Inc
Kansas
$4.85M +$2.4M +38,013 +95%
BCI
444
Brinker Capital Investments
Pennsylvania
$4.83M +$386K +6,109 +9%
Newport Trust Company
445
Newport Trust Company
District of Columbia
$4.81M -$108K -1,702 -2%
NA
446
NewEdge Advisors
Louisiana
$4.81M +$304K +4,809 +7%
CFB
447
Cullen/Frost Bankers
Texas
$4.8M -$33K -523 -0.7%
NMERB
448
New Mexico Educational Retirement Board
New Mexico
$4.78M -$240K -3,800 -5%
PGFC
449
Peapack-Gladstone Financial Corp
New Jersey
$4.7M +$24.7K +391 +0.5%
HVM
450
Harvest Volatility Management
Connecticut
$4.67M -$586K -9,277 -11%

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.