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Mondelez International

1,990 hedge funds and large institutions have $74.7B invested in Mondelez International in 2024 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 738 increasing their positions, 785 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 116

0% less funds holding

Funds holding: 1,9991,990 (-9)

0.89% less ownership

Funds ownership: 80.16%79.26% (-0.89%)

6% less repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 785

5% less capital invested

Capital invested by funds: $79B → $74.7B (-$4.29B)

27% less call options, than puts

Call options by funds: $314M | Put options by funds: $430M

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

Holders
1,990
Holders Change
-9
Holders Change %
-0.45%
% of All Funds
28.67%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.22%
New
139
Increased
738
Reduced
785
Closed
116
Calls
$314M
Puts
$430M
Net Calls
-$116M
Net Calls Change
-$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$591M +$23.5M +322,179 +4%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$553M +$29.4M +402,590 +5%
Franklin Resources
28
Franklin Resources
California
$538M +$50.1M +686,420 +10%
UBS AM
29
UBS AM
Illinois
$523M -$27.5M -376,393 -5%
Charles Schwab
30
Charles Schwab
California
$522M +$4M +54,861 +0.7%
Goldman Sachs
31
Goldman Sachs
New York
$518M -$121M -1,654,063 -18%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$480M +$29.9M +410,260 +6%
American Century Companies
33
American Century Companies
Missouri
$469M -$36.8M -504,651 -7%
Parnassus Investments
34
Parnassus Investments
California
$469M -$4.85M -66,425 -1%
Barclays
35
Barclays
United Kingdom
$438M +$69.6M +953,036 +18%
ClearBridge Investments
36
ClearBridge Investments
New York
$430M -$67.5M -924,915 -13%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$430M -$6.75M -92,487 -1%
BG
38
Bahl & Gaynor
Ohio
$406M -$2.87M -39,274 -0.7%
Fayez Sarofim & Co
39
Fayez Sarofim & Co
Texas
$294M -$38.9M -533,569 -11%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$292M +$65.8M +901,968 +28%
Lazard Asset Management
41
Lazard Asset Management
New York
$287M -$3.41M -46,724 -1%
Swiss National Bank
42
Swiss National Bank
Switzerland
$285M -$13M -178,500 -4%
First Trust Advisors
43
First Trust Advisors
Illinois
$268M -$20.5M -280,778 -7%
1832 Asset Management
44
1832 Asset Management
Ontario, Canada
$263M +$1.25M +17,113 +0.5%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$256M +$263M +3,598,941 +6,371%
RJA
46
Raymond James & Associates
Florida
$253M +$5.51M +75,539 +2%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$253M +$5.07M +69,452 +2%
Ensign Peak Advisors
48
Ensign Peak Advisors
Utah
$250M -$9.46M -129,661 -4%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$245M -$72.7M -995,616 -22%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$238M -$6.21M -85,100 -2%

MDLZ Hedge Fund Activity: Q1 2024 in Review

1,990 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q1 2024, worth a combined $74.7B — down 5.4% from $79B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new MDLZ positions and 116 closed out — a net gain of 23 holders — while 738 added to existing stakes and 785 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.22B. The largest seller was Morgan Stanley, cutting an estimated $1.59B.

  • 1,990 institutional investors held Mondelez International (MDLZ) as of Q1 2024, down from 1,999 in Q4 2023.
  • Funds reported $74.7B of Mondelez International stock for Q1 2024, down 5.4% quarter-over-quarter.
  • 139 funds opened new Mondelez International positions in Q1 2024 and 116 closed out, a net change of +23 holders.
  • The largest Mondelez International buyer in Q1 2024 was JP Morgan Chase, an estimated $1.22B added.
  • The largest Mondelez International seller in Q1 2024 was Morgan Stanley, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2024.