We are live on ! Find out more
MDLZ icon

Mondelez International

1,651 hedge funds and large institutions have $62.6B invested in Mondelez International in 2021 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 643 increasing their positions, 596 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 94

8% more repeat investments, than reductions

Existing positions increased: 643 | Existing positions reduced: 596

0.47% more ownership

Funds ownership: 76.52%76.99% (+0.47%)

1% less funds holding

Funds holding: 1,6681,651 (-17)

7% less capital invested

Capital invested by funds: $67B → $62.6B (-$4.39B)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

28% less call options, than puts

Call options by funds: $285M | Put options by funds: $394M

Holders
1,651
Holders Change
-17
Holders Change %
-1.02%
% of All Funds
28.9%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
102
Increased
643
Reduced
596
Closed
94
Calls
$285M
Puts
$394M
Net Calls
-$108M
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
651
Harbour Capital Advisors
Virginia
$1.65M -$17.9K -288 -1%
BFIM
652
Beese Fulmer Investment Management
Ohio
$1.64M -$9.33K -150 -0.5%
DI
653
Diligent Investors
California
$1.63M
KPCM
654
Kings Point Capital Management
New York
$1.62M +$30.2K +485 +2%
ZIG
655
Zurich Insurance Group
Switzerland
$1.62M
LNWWM
656
Laird Norton Wetherby Wealth Management
California
$1.61M -$76K -1,221 -4%
TI
657
Tidal Investments
Wisconsin
$1.61M +$437K +7,019 +34%
SP
658
SWS Partners
Ohio
$1.59M +$323K +5,198 +23%
NB
659
NBT Bank
New York
$1.58M -$3.73K -60 -0.2%
GVAG
660
Great Valley Advisor Group
Delaware
$1.58M +$55.1K +885 +3%
UB
661
UMB Bank
Missouri
$1.58M +$94.6K +1,521 +6%
SFO
662
Stokes Family Office
Louisiana
$1.56M -$11.1K -178 -0.7%
AF
663
Allworth Financial
California
$1.56M +$32.2K +517 +2%
CA
664
Cullinan Associates
Kentucky
$1.56M
RIM
665
Regent Investment Management
Kentucky
$1.55M +$6.84K +110 +0.4%
DAM
666
Deltec Asset Management
New York
$1.55M
DA
667
Dillon & Associates
Michigan
$1.54M +$45.4K +729 +3%
BFEC
668
Benjamin F. Edwards & Company
Missouri
$1.53M -$134K -2,161 -8%
NEAM
669
New England Asset Management
Connecticut
$1.52M +$225K +3,619 +16%
Cetera Investment Advisers
670
Cetera Investment Advisers
Illinois
$1.52M -$2.49K -40 -0.2%
HI
671
Horizon Investments
North Carolina
$1.52M -$191K -3,075 -11%
FCCM
672
First City Capital Management
Georgia
$1.52M -$12.4K -200 -0.8%
WSCM
673
Wellington Shields Capital Management
New York
$1.51M -$22K -354 -1%
NFC
674
Northeast Financial Consultants
Connecticut
$1.51M +$187 +3 +0%
MAFM
675
Mid Atlantic Financial Management
Pennsylvania
$1.5M -$12.2K -196 -0.8%

MDLZ Hedge Fund Activity: Q3 2021 in Review

1,651 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q3 2021, worth a combined $62.6B — down 6.6% from $67B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new MDLZ positions and 94 closed out — a net gain of 8 holders — while 643 added to existing stakes and 596 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $288M. The largest seller was Invesco, cutting an estimated $226M.

  • 1,651 institutional investors held Mondelez International (MDLZ) as of Q3 2021, down from 1,668 in Q2 2021.
  • Funds reported $62.6B of Mondelez International stock for Q3 2021, down 6.6% quarter-over-quarter.
  • 102 funds opened new Mondelez International positions in Q3 2021 and 94 closed out, a net change of +8 holders.
  • The largest Mondelez International buyer in Q3 2021 was Goldman Sachs, an estimated $288M added.
  • The largest Mondelez International seller in Q3 2021 was Invesco, an estimated $226M sold.

Based on aggregated 13F filings for Q3 2021.