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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
SAM
576
Shell Asset Management
Netherlands
$2.55M +$175K +2,778 +7%
MAM
577
Martingale Asset Management
Massachusetts
$2.54M -$121K -1,911 -4%
HCC
578
Hirtle Callaghan & Co
Pennsylvania
$2.54M +$2.59M +40,928 New
BFO
579
Boston Family Office
Massachusetts
$2.54M +$2.46K +39 +0.1%
RC
580
Roundview Capital
New Jersey
$2.53M +$26.7K +422 +1%
ECM
581
Everence Capital Management
Indiana
$2.51M
TTWM
582
TCV Trust & Wealth Management
Virginia
$2.5M -$28.7K -455 -1%
SWP
583
Strategic Wealth Partners
Ohio
$2.5M +$2.31M +36,631 +1,033%
CSUI
584
Cincinnati Specialty Underwriters Insurance
Ohio
$2.48M
MCC
585
Money Concepts Capital
Florida
$2.48M -$705K -11,161 -22%
NAM
586
NorthCrest Asset Manangement
Minnesota
$2.48M +$1.86M +29,509 +284%
MNBTD
587
Moody National Bank Trust Division
Texas
$2.47M +$793K +12,550 +46%
OC
588
Oppenheimer & Co
New York
$2.45M +$340K +5,380 +16%
NIMI
589
Natixis Investment Managers International
France
$2.45M -$492K -7,789 -16%
HCM
590
Hengehold Capital Management
Ohio
$2.44M +$88.7K +1,404 +4%
HVIA
591
Hudson Valley Investment Advisors
New York
$2.44M +$131K +2,071 +6%
CIA
592
Covington Investment Advisors
Pennsylvania
$2.43M -$12.9K -205 -0.5%
CAM
593
Close Asset Management
United Kingdom
$2.42M -$891K -14,111 -27%
FNT
594
First National Trust
Pennsylvania
$2.4M +$170K +2,697 +8%
COI
595
Connable Office Inc
Michigan
$2.4M +$2.44M +38,602 New
Walleye Trading
596
Walleye Trading
New York
$2.39M -$2.53M -39,972 -51%
CQS
597
Credential Qtrade Securities
$2.39M +$93.5K +1,480 +4%
QPBE
598
Quintet Private Bank (Europe)
Luxembourg
$2.38M +$2.05M +32,395 New
MPPW
599
Mitchell & Pahl Private Wealth
Oklahoma
$2.37M +$46.2K +732 +2%
NSAM
600
North Star Asset Management
Wisconsin
$2.36M -$64.4K -1,020 -3%

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.