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Mondelez International

1,963 hedge funds and large institutions have $69.4B invested in Mondelez International in 2024 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 724 increasing their positions, 803 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $305M | Put options by funds: $230M

2% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 131

0.24% less ownership

Funds ownership: 79.26%79.03% (-0.24%)

10% less repeat investments, than reductions

Existing positions increased: 724 | Existing positions reduced: 803

1% less funds holding

Funds holding: 1,9911,963 (-28)

7% less capital invested

Capital invested by funds: $74.7B → $69.4B (-$5.35B)

60% less funds holding in top 10

Funds holding in top 10: 156 (-9)

Holders
1,963
Holders Change
-28
Holders Change %
-1.41%
% of All Funds
28.35%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.09%
New
133
Increased
724
Reduced
803
Closed
131
Calls
$305M
Puts
$230M
Net Calls
+$74.7M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
426
BDF Gestion
France
$6.69M +$7.01M +102,233 New
AAF
427
Andra AP-fonden
Sweden
$6.67M +$926K +13,500 +15%
KRS
428
Kentucky Retirement Systems
Kentucky
$6.61M -$80.6K -1,175 -1%
KWM
429
Kingsview Wealth Management
Oregon
$6.55M +$1.28M +18,616 +23%
SHGA
430
Sand Hill Global Advisors
California
$6.53M +$10.7K +156 +0.2%
SWIG
431
Strategic Wealth Investment Group
Kentucky
$6.49M +$6.82M +99,418 New
TIAA Trust, National Association
432
TIAA Trust, National Association
North Carolina
$6.46M -$9.18M -133,806 -58%
MYLI
433
Meiji Yasuda Life Insurance
Japan
$6.45M +$139K +2,025 +2%
TG
434
TCW Group
California
$6.37M +$2.02M +29,374 +43%
AHC
435
Adell Harriman & Carpenter
Texas
$6.36M -$3.05M -44,445 -31%
AAM
436
Aureus Asset Management
Massachusetts
$6.36M +$619K +9,023 +10%
KAS
437
Kestra Advisory Services
Texas
$6.35M +$533K +7,775 +8%
IHL
438
Investment House LLC
California
$6.34M +$107K +1,555 +2%
MPM
439
MBB Public Markets
Illinois
$6.34M +$5.99M +87,335 +911%
GP
440
Girard Partners
Pennsylvania
$6.33M +$26.3K +384 +0.4%
GD
441
Grandfield & Dodd
New York
$6.28M -$92.3K -1,345 -1%
WPC
442
Waters Parkerson & Co
Louisiana
$6.26M +$1.5M +21,859 +30%
AAS
443
Avantax Advisory Services
Texas
$6.21M +$3.69M +53,854 +131%
SIC
444
Salem Investment Counselors
North Carolina
$6.17M -$188K -2,734 -3%
SSB
445
Sandy Spring Bank
Maryland
$6.15M -$60.8K -886 -0.9%
AIM
446
Allen Investment Management
New York
$6.15M
Carson Wealth (CWM LLC)
447
Carson Wealth (CWM LLC)
Nebraska
$6.12M +$472K +6,879 +8%
Capstone Investment Advisors
448
Capstone Investment Advisors
New York
$6.07M +$2.09M +30,501 +49%
CW
449
CIC Wealth
Maryland
$6.02M -$249K -3,631 -4%
TI
450
Tidal Investments
Wisconsin
$6.02M -$90.7K -1,322 -1%

MDLZ Hedge Fund Activity: Q2 2024 in Review

1,963 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q2 2024, worth a combined $69.4B — down 7.2% from $74.7B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new MDLZ positions and 131 closed out — a net gain of 2 holders — while 724 added to existing stakes and 803 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $845M. The largest seller was T. Rowe Price Associates, cutting an estimated $932M.

  • 1,963 institutional investors held Mondelez International (MDLZ) as of Q2 2024, down from 1,991 in Q1 2024.
  • Funds reported $69.4B of Mondelez International stock for Q2 2024, down 7.2% quarter-over-quarter.
  • 133 funds opened new Mondelez International positions in Q2 2024 and 131 closed out, a net change of +2 holders.
  • The largest Mondelez International buyer in Q2 2024 was GQG Partners, an estimated $845M added.
  • The largest Mondelez International seller in Q2 2024 was T. Rowe Price Associates, an estimated $932M sold.

Based on aggregated 13F filings for Q2 2024.