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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
BWG
501
Beta Wealth Group
California
$3.27M +$162K +2,627 +5%
FCI
502
Financial Counselors Inc
Kansas
$3.23M -$8.75K -142 -0.3%
BCV
503
Banque Cantonale Vaudoise
Switzerland
$3.21M -$127K -2,058 -4%
MJRIC
504
Mogy Joel R Investment Counsel
California
$3.2M +$154K +2,500 +5%
GT
505
Glenview Trust
Kentucky
$3.15M +$328K +5,326 +12%
D.E. Shaw & Co
506
D.E. Shaw & Co
New York
$3.15M -$134M -2,167,548 -98%
RPC
507
Rossmore Private Capital
Connecticut
$3.14M +$19K +309 +0.6%
CAM
508
Close Asset Management
United Kingdom
$3.13M +$12.7K +206 +0.4%
PP
509
Palladium Partners
Virginia
$3.12M -$32.5K -527 -1%
KFBMI
510
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.12M
ATC
511
Argent Trust Co
Tennessee
$3.12M -$11.3K -184 -0.4%
AIP
512
Ameritas Investment Partners
Nebraska
$3.11M +$1.35K +22 +0%
EDRH
513
Edmond de Rothschild Holding
Switzerland
$3.09M -$3.57M -58,010 -54%
AAM
514
Azzad Asset Management
Virginia
$3.09M -$93.1K -1,512 -3%
Mercer Global Advisors
515
Mercer Global Advisors
Colorado
$3.08M +$139K +2,249 +5%
CA
516
Capitolis Advisors
New York
$3.08M -$69.9K -1,135 -2%
IC
517
IEQ Capital
California
$3.05M -$52.3K -849 -2%
YIA
518
YHB Investment Advisors
Connecticut
$3.05M -$38.8K -630 -1%
OLA
519
Oliver Luxxe Assets
New Jersey
$3.04M -$127K -2,062 -4%
KWM
520
Kingsview Wealth Management
Oregon
$3M +$1.67M +27,129 +129%
PAM
521
Paradigm Asset Management
New York
$3M -$24.6K -400 -0.8%
PA
522
Parallel Advisors
California
$3M +$164K +2,664 +6%
LCC
523
Lincoln Capital Corp
Rhode Island
$2.99M -$30K -487 -1%
SFS
524
Strategic Financial Services
New York
$2.97M -$82.6K -1,340 -3%
CAM
525
Cresset Asset Management
Illinois
$2.93M +$178K +2,888 +7%

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.