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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
AAM
626
Arabesque Asset Management
United Kingdom
$2.13M +$2.16M +34,227 New
LNWWM
627
Laird Norton Wetherby Wealth Management
California
$2.12M +$286K +4,532 +15%
CBTWT
628
Community Bank & Trust (Waco, Texas)
Texas
$2.11M +$87.4K +1,383 +4%
FNB
629
Farmers National Bank
Kentucky
$2.11M +$23.4K +370 +1%
BL
630
Balentine LLC
Georgia
$2.11M +$416K +6,593 +24%
BRWA
631
B. Riley Wealth Advisors
Florida
$2.1M -$10.9K -172 -0.5%
LBC
632
Lowe Brockenbrough & Co
Virginia
$2.08M -$1.22M -19,364 -37%
WF
633
Welch & Forbes
Massachusetts
$2.06M +$494K +7,816 +31%
TPCW
634
TD Private Client Wealth
New York
$2.06M +$42.4K +671 +2%
Carson Wealth (CWM LLC)
635
Carson Wealth (CWM LLC)
Nebraska
$2.05M +$566K +8,963 +37%
BTWM
636
Baker Tilly Wealth Management
Wisconsin
$2.04M +$93K +1,473 +5%
SIA
637
SeaBridge Investment Advisors
New Jersey
$2.02M -$143K -2,269 -7%
P
638
Pitcairn
Pennsylvania
$2.02M -$118K -1,864 -5%
CNC
639
Citizens & Northern Corp
Pennsylvania
$2.01M -$47.8K -757 -2%
BFEC
640
Benjamin F. Edwards & Company
Missouri
$1.98M +$268K +4,236 +15%
Cetera Investment Advisers
641
Cetera Investment Advisers
Illinois
$1.96M +$196K +3,110 +11%
LA
642
Legacy Advisors
Pennsylvania
$1.94M +$234K +3,705 +14%
FMTC
643
Farmers & Merchants Trust Company
California
$1.94M +$49.7K +786 +3%
BB
644
Busey Bank
Illinois
$1.93M -$160K -2,525 -7%
CK
645
Cohen Klingenstein
New York
$1.93M
PA
646
Perennial Advisors
New York
$1.93M +$132K +2,089 +7%
PS
647
Pensionfund Sabic
Netherlands
$1.93M -$190K -3,000 -9%
HSA
648
HBK Sorce Advisory
Pennsylvania
$1.92M -$432K -6,842 -18%
AP
649
Appleton Partners
Massachusetts
$1.91M -$18.6K -294 -0.9%
DGAM
650
Desjardins Global Asset Management
Quebec, Canada
$1.91M -$300K -4,750 -13%

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.