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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
Capital Research Global Investors
26
Capital Research Global Investors
California
$542M +$26M +422,845 +5%
ClearBridge Investments
27
ClearBridge Investments
New York
$542M -$16.8M -272,215 -3%
TFM
28
Trian Fund Management
New York
$539M -$45.9M -745,613 -8%
UBS AM
29
UBS AM
Illinois
$529M -$27.1M -440,421 -5%
KBC Group
30
KBC Group
Belgium
$418M +$72.1M +1,170,698 +21%
Charles Schwab
31
Charles Schwab
California
$414M +$7.51M +121,845 +2%
Goldman Sachs
32
Goldman Sachs
New York
$409M -$30.3M -492,450 -7%
UBS Group
33
UBS Group
Switzerland
$407M +$17.8M +288,960 +5%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$397M +$60.4M +980,039 +18%
Caisse de Depot et Placement du Quebec (CDPQ)
35
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$391M -$72.4M -1,175,721 -16%
Fayez Sarofim & Co
36
Fayez Sarofim & Co
Texas
$390M -$1.31M -21,340 -0.3%
Swiss National Bank
37
Swiss National Bank
Switzerland
$360M +$15.9M +257,952 +5%
EVM
38
Eaton Vance Management
Massachusetts
$358M -$2.14M -34,771 -0.6%
PPA
39
Parametric Portfolio Associates
Washington
$350M +$11.3M +183,777 +3%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$348M +$187M +3,030,116 +119%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$340M +$32.7M +530,318 +11%
Deutsche Bank
42
Deutsche Bank
Germany
$323M +$60.6M +983,719 +23%
BG
43
Bahl & Gaynor
Ohio
$322M +$22.8M +369,492 +8%
1832 Asset Management
44
1832 Asset Management
Ontario, Canada
$312M +$27.5M +446,529 +10%
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$309M -$36.8M -597,782 -11%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$297M +$22.4M +362,800 +8%
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$287M -$25M -405,041 -8%
VAM
48
Vontobel Asset Management
New York
$274M +$39M +632,875 +17%
Ninety One (UK)
49
Ninety One (UK)
United Kingdom
$273M -$4.17M -67,612 -2%
Hotchkis & Wiley Capital Management
50
Hotchkis & Wiley Capital Management
California
$270M -$18.1M -294,133 -6%

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.