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
SLI
601
Sumitomo Life Insurance
Japan
$2.36M +$571K +9,044 +31%
CG
602
Colony Group
Massachusetts
$2.36M +$182K +2,877 +8%
LOAME
603
Lombard Odier Asset Management (Europe)
United Kingdom
$2.34M +$759K +12,020 +47%
AIM
604
Anchor Investment Management
South Carolina
$2.33M +$30.1K +476 +1%
AAM
605
Auxier Asset Management
Oregon
$2.3M
EGM
606
Engineers Gate Manager
New York
$2.3M -$7.44M -117,788 -76%
GIP
607
Granite Investment Partners
California
$2.26M
WCM
608
Wallace Capital Management
Texas
$2.25M +$695 +11 +0%
TIA
609
Traphagen Investment Advisors
New Jersey
$2.23M +$16.4K +260 +0.7%
GDP
610
Great Diamond Partners
Maine
$2.22M -$10.9K -173 -0.5%
LWIC
611
Leith Wheeler Investment Counsel
British Columbia, Canada
$2.22M +$716K +11,332 +69%
SC
612
Schulhoff & Co
Ohio
$2.22M +$13.6K +216 +0.6%
BFS
613
Bard Financial Services
Connecticut
$2.21M
NSEDCP
614
NJ State Employees Deferred Compensation Plan
New Jersey
$2.2M
SI
615
Stephens Inc
Arkansas
$2.19M -$35.8K -566 -2%
FTDI
616
First Trust Direct Indexing
Massachusetts
$2.19M +$143K +2,258 +7%
UF
617
Univest Financial
Pennsylvania
$2.18M +$49.2K +779 +2%
BAMF
618
BI Asset Management Fondsmaeglerselskab
Denmark
$2.17M -$394K -6,239 -15%
JFGIW
619
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.17M +$2.15K +34 +0.1%
HWA
620
Heritage Wealth Advisors
Virginia
$2.16M -$19.2K -304 -0.9%
OQS
621
Occudo Quantitative Strategies
Florida
$2.15M -$1.95M -30,862 -47%
VVP
622
Venture Visionary Partners
Ohio
$2.15M +$43.7K +692 +2%
RIM
623
Redpoint Investment Management
Australia
$2.14M
NAMP
624
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.13M -$69.5K -1,100 -3%
NW
625
NewEdge Wealth
Pennsylvania
$2.13M +$1.53M +24,262 +240%

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.