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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
EPW
526
Evergreen Private Wealth
Colorado
$3.82M +$174K +2,530 +5%
CCM
527
Cullen Capital Management
New York
$3.81M +$118K +1,720 +3%
AG
528
Ascent Group
Virginia
$3.78M +$38.6K +563 +1%
NB
529
Norinchukin Bank
Japan
$3.77M +$32.9K +480 +0.8%
CI
530
CX Institutional
Indiana
$3.75M +$33.1K +483 +0.8%
BC
531
Burney Company
Virginia
$3.75M +$307K +4,481 +8%
ASN
532
Advisory Services Network
Georgia
$3.74M -$221K -3,227 -5%
PAG
533
Private Advisor Group
New Jersey
$3.74M +$156K +2,270 +4%
SFI
534
Siemens Fonds Invest
Germany
$3.66M -$403K -5,876 -10%
SLAM
535
Swiss Life Asset Management
$3.65M +$1.13M +16,452 +42%
VIM
536
Vinva Investment Management
Australia
$3.64M +$253K +3,683 +7%
RWM
537
Ritholtz Wealth Management
New York
$3.63M -$261K -3,798 -6%
LIP
538
Lighthouse Investment Partners
Florida
$3.6M +$3.77M +55,000 New
CFB
539
Cullen/Frost Bankers
Texas
$3.59M -$446K -6,494 -11%
OAM
540
Ostrum Asset Management
France
$3.58M -$55.1K -803 -1%
JIC
541
Johnson Investment Counsel
Ohio
$3.58M +$22.2K +323 +0.6%
AIP
542
Ameritas Investment Partners
Nebraska
$3.55M -$35.8K -522 -1%
PA
543
Perennial Advisors
New York
$3.55M +$101K +1,476 +3%
BWG
544
Beta Wealth Group
California
$3.54M +$299K +4,365 +9%
ATC
545
Argent Trust Co
Tennessee
$3.54M +$3.71K +54 +0.1%
IWA
546
Icon Wealth Advisors
Texas
$3.53M -$132K -1,921 -4%
DEA
547
DoubleLine ETF Adviser
Florida
$3.53M -$206K -2,996 -5%
DADC
548
D.A. Davidson & Co
Montana
$3.52M -$231K -3,364 -6%
AG
549
AlTi Global
New York
$3.51M -$192K -2,804 -5%
STA
550
Summit Trail Advisors
New York
$3.42M +$1.29M +18,834 +57%

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.