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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
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$545M -$5.52M -87,373 -1%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$514M +$34.1M +540,016 +7%
UBS AM
28
UBS AM
Illinois
$509M -$3.39M -53,594 -0.7%
ClearBridge Investments
29
ClearBridge Investments
New York
$506M +$2.68M +42,453 +0.5%
UBS Group
30
UBS Group
Switzerland
$472M +$9.84M +155,724 +2%
Goldman Sachs
31
Goldman Sachs
New York
$454M -$41.6M -658,131 -8%
Charles Schwab
32
Charles Schwab
California
$433M +$228K +3,614 +0.1%
American Century Companies
33
American Century Companies
Missouri
$407M -$33.3M -527,044 -7%
Fayez Sarofim & Co
34
Fayez Sarofim & Co
Texas
$390M -$373K -5,903 -0.1%
Swiss National Bank
35
Swiss National Bank
Switzerland
$374M -$1.24M -19,600 -0.3%
Caisse de Depot et Placement du Quebec (CDPQ)
36
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$368M +$27.3M +432,800 +8%
1832 Asset Management
37
1832 Asset Management
Ontario, Canada
$347M -$50M -791,289 -12%
BG
38
Bahl & Gaynor
Ohio
$344M +$116M +1,834,060 +50%
EVM
39
Eaton Vance Management
Massachusetts
$340M -$1M -15,898 -0.3%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$318M -$24.8M -393,199 -7%
First Trust Advisors
41
First Trust Advisors
Illinois
$311M +$50.6M +800,893 +19%
VAM
42
Vontobel Asset Management
New York
$302M -$19.2M -304,550 -6%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$280M +$155M +2,460,600 +120%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$280M +$93.6M +1,481,655 +49%
Massachusetts Financial Services
45
Massachusetts Financial Services
Massachusetts
$275M +$7.43M +117,686 +3%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$261M +$11.2M +177,154 +4%
Citadel Advisors
47
Citadel Advisors
Florida
$258M +$142M +2,243,066 +117%
Amundi
48
Amundi
France
$234M -$78.6M -1,244,944 -24%
Ninety One (UK)
49
Ninety One (UK)
United Kingdom
$224M -$4.88M -77,219 -2%
Diamond Hill Capital Management
50
Diamond Hill Capital Management
Ohio
$213M -$224M -3,548,151 -51%

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.