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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
CAG
476
Crestwood Advisors Group
Massachusetts
$5.18M -$505K -7,367 -9%
PGFC
477
Peapack-Gladstone Financial Corp
New Jersey
$5.15M -$194K -2,827 -3%
SWP
478
Strategic Wealth Partners
Ohio
$5.12M +$107K +1,558 +2%
Hudson Bay Capital Management
479
Hudson Bay Capital Management
Connecticut
$5.07M +$5.31M +77,465 New
SAM
480
Securian Asset Management
Minnesota
$5.05M -$149K -2,178 -3%
BFM
481
Boothbay Fund Management
New York
$5M +$4.26M +62,116 +436%
TAM
482
Tocqueville Asset Management
New York
$4.89M -$189K -2,758 -4%
Lido Advisors
483
Lido Advisors
California
$4.86M +$264K +3,849 +6%
AUB
484
Atlantic Union Bankshares
Virginia
$4.82M +$394K +5,740 +8%
AAM
485
Azzad Asset Management
Virginia
$4.8M +$897K +13,079 +22%
ISL
486
Ingalls & Snyder LLC
New York
$4.78M -$66.6K -971 -1%
MLL
487
Moody Lynn & Lieberson
Massachusetts
$4.71M -$1.9M -27,729 -28%
GI
488
GLOBALT Investments
Georgia
$4.71M -$52.4K -764 -1%
FIB
489
First Interstate Bank
Montana
$4.7M -$236K -3,439 -5%
TBA
490
Tower Bridge Advisors
Pennsylvania
$4.63M -$718K -10,471 -13%
FFIC
491
First Fiduciary Investment Counsel
Ohio
$4.6M +$185K +2,703 +4%
AWM
492
Axxcess Wealth Management
California
$4.55M +$405K +5,906 +9%
HWM
493
HB Wealth Management
Georgia
$4.54M +$543K +7,915 +13%
HFS
494
Hantz Financial Services
Michigan
$4.54M -$3.59M -52,375 -43%
Newport Trust Company
495
Newport Trust Company
District of Columbia
$4.49M -$6.38K -93 -0.1%
NMERB
496
New Mexico Educational Retirement Board
New Mexico
$4.48M
PCM
497
Parsons Capital Management
Rhode Island
$4.48M -$174K -2,534 -4%
MML Investors Services
498
MML Investors Services
Massachusetts
$4.46M -$736K -10,726 -14%
APF
499
Alaska Permanent Fund
Alaska
$4.44M +$123K +1,799 +3%
FBT
500
First Bankers Trust
Kentucky
$4.41M +$114K +1,666 +3%

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.