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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
IAA
501
Independent Advisor Alliance
North Carolina
$3.52M -$105K -1,660 -3%
RBA
502
Richard Bernstein Advisors
New York
$3.5M +$904K +14,318 +34%
AP
503
Advisor Partners
California
$3.5M +$320K +5,058 +10%
S
504
Seeyond
France
$3.47M -$168K -2,654 -5%
HT
505
Heritage Trust
Oklahoma
$3.43M -$65.1K -1,030 -2%
QT
506
Quantbot Technologies
New York
$3.43M +$3.49M +55,250 New
FVWA
507
Foster Victor Wealth Advisors
South Carolina
$3.42M +$255K +4,038 +8%
OLA
508
Oliver Luxxe Assets
New Jersey
$3.39M +$83.9K +1,328 +2%
AWM
509
AE Wealth Management
Kansas
$3.37M +$140K +2,219 +4%
SIM
510
Stratos Investment Management
Ohio
$3.35M +$36.8K +583 +1%
KCM
511
Kornitzer Capital Management
Kansas
$3.35M -$132K -2,095 -4%
PA
512
Parallel Advisors
California
$3.33M -$95.1K -1,505 -3%
KTM
513
Keeler Thomas Management
Utah
$3.32M +$3.38M +53,468 New
BWG
514
Beta Wealth Group
California
$3.29M -$127K -2,018 -4%
CC
515
Courier Capital
New York
$3.27M -$72.5K -1,148 -2%
MIC
516
Means Investment Company
Maine
$3.27M +$80.3K +1,271 +2%
BAM
517
Boyar Asset Management
New York
$3.26M -$322K -5,105 -9%
AssetMark Inc
518
AssetMark Inc
California
$3.26M +$957K +15,145 +41%
Jane Street
519
Jane Street
New York
$3.22M -$6.86M -108,594 -68%
TCM
520
Twin Capital Management
Pennsylvania
$3.22M -$70.1K -1,110 -2%
RPC
521
Rossmore Private Capital
Connecticut
$3.22M +$28.4K +450 +0.9%
HFM
522
Hartford Financial Management
Connecticut
$3.18M -$112K -1,775 -3%
KNW
523
Kesler Norman & Wride
Utah
$3.16M -$697K -11,027 -18%
USAA
524
United Services Automobile Association
Texas
$3.15M +$3.21M +50,830 New
YWP
525
YorkBridge Wealth Partners
New York
$3.11M +$39K +617 +1%

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.