We are live on ! Find out more
MDLZ icon

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
H6H
551
Hightower 6M Holding
Kansas
$2.77M -$30.8K -487 -1%
MSFP
552
Mark Sheptoff Financial Planning
Connecticut
$2.75M +$63 +1 +0%
V
553
Veritable
Delaware
$2.74M -$42.6K -674 -2%
MC
554
Moors & Cabot
Massachusetts
$2.74M +$36.7K +581 +1%
DA
555
Duality Advisers
Florida
$2.73M +$95.2K +1,507 +4%
SFS
556
Strategic Financial Services
New York
$2.73M -$93.4K -1,478 -3%
HBT
557
Hills Bank & Trust
Iowa
$2.73M +$40.4K +639 +1%
CNBTD
558
Citizens National Bank Trust Department
Mississippi
$2.72M +$732K +11,585 +36%
PAM
559
Paradigm Asset Management
New York
$2.71M -$272K -4,300 -9%
AAS
560
Avantax Advisory Services
Texas
$2.7M +$250K +3,962 +10%
CAM
561
Cresset Asset Management
Illinois
$2.69M -$397K -6,282 -13%
HIC
562
Harvey Investment Company
Kentucky
$2.67M -$91.2K -1,444 -3%
IPAM
563
ICICI Prudential Asset Management
India
$2.66M +$8.65K +137 +0.3%
AIS
564
American Investment Services
Massachusetts
$2.66M +$28.8K +456 +1%
Lido Advisors
565
Lido Advisors
California
$2.65M -$404K -6,393 -13%
IMRF
566
Illinois Municipal Retirement Fund
Illinois
$2.65M -$2.14M -33,926 -44%
PCTC
567
Perkins Coie Trust Company
Washington
$2.64M +$43.6K +690 +2%
JIC
568
Johnson Investment Counsel
Ohio
$2.64M +$132K +2,091 +5%
MAM
569
Meeder Asset Management
Ohio
$2.61M +$1.39M +21,951 +109%
YIA
570
YHB Investment Advisors
Connecticut
$2.59M +$8.21K +130 +0.3%
FPB
571
First PREMIER Bank
South Dakota
$2.58M -$14.5K -230 -0.5%
BBVA
572
Banco Bilbao Vizcaya Argentaria
Spain
$2.57M -$77.1K -1,220 -3%
CC
573
Cipher Capital
New York
$2.56M +$2.61M +41,258 New
HAG
574
HighPoint Advisor Group
Illinois
$2.55M +$2.59M +40,931 New
KA
575
Kintegral Advisory
New York
$2.55M +$54.6K +865 +2%

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.