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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
YWP
526
YorkBridge Wealth Partners
New York
$2.93M +$76.3K +1,238 +3%
MSA
527
Marino Stram & Associates
Massachusetts
$2.93M +$1.59M +25,874 +123%
DCM
528
Dupont Capital Management
Delaware
$2.9M +$264K +4,283 +10%
BCM
529
BTR Capital Management
California
$2.9M -$3.02K -49 -0.1%
IAA
530
Independent Advisor Alliance
North Carolina
$2.89M -$69.6K -1,129 -2%
PS
531
Pensionfund Sabic
Netherlands
$2.87M
NSEDCP
532
NJ State Employees Deferred Compensation Plan
New Jersey
$2.87M
S
533
Seeyond
France
$2.86M -$50K -812 -2%
AAM
534
AR Asset Management
California
$2.85M
Capstone Investment Advisors
535
Capstone Investment Advisors
New York
$2.85M +$2.81M +45,636 New
VanEck Associates
536
VanEck Associates
New York
$2.85M -$33.9K -550 -1%
BRWA
537
B. Riley Wealth Advisors
Florida
$2.84M +$663K +10,763 +31%
MIC
538
Means Investment Company
Maine
$2.84M +$46.6K +757 +2%
BSA
539
Bull Street Advisors
Georgia
$2.84M +$9.12K +148 +0.3%
HIC
540
Harvey Investment Company
Kentucky
$2.83M
MSFP
541
Mark Sheptoff Financial Planning
Connecticut
$2.83M +$11.8K +191 +0.4%
CWP
542
CFM Wealth Partners
Texas
$2.83M -$41.4K -672 -1%
CIP
543
Chartwell Investment Partners
Pennsylvania
$2.82M
WG
544
Winton Group
United Kingdom
$2.81M +$2.77M +44,971 New
OSIA
545
O'Shares Investment Advisers
Massachusetts
$2.77M +$66.5K +1,080 +2%
TTWM
546
TCV Trust & Wealth Management
Virginia
$2.75M -$202K -3,277 -7%
CI
547
Cigna Investments
Connecticut
$2.73M -$429K -6,959 -14%
AWM
548
AE Wealth Management
Kansas
$2.69M -$981K -15,923 -27%
PG
549
Pendal Group
Australia
$2.68M +$125K +2,031 +5%
V
550
Veritable
Delaware
$2.67M +$37.7K +612 +1%

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.