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Mondelez International

1,963 hedge funds and large institutions have $69.4B invested in Mondelez International in 2024 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 724 increasing their positions, 803 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $305M | Put options by funds: $230M

2% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 131

0.24% less ownership

Funds ownership: 79.26%79.03% (-0.24%)

10% less repeat investments, than reductions

Existing positions increased: 724 | Existing positions reduced: 803

1% less funds holding

Funds holding: 1,9911,963 (-28)

7% less capital invested

Capital invested by funds: $74.7B → $69.4B (-$5.35B)

60% less funds holding in top 10

Funds holding in top 10: 156 (-9)

Holders
1,963
Holders Change
-28
Holders Change %
-1.41%
% of All Funds
28.35%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.09%
New
133
Increased
724
Reduced
803
Closed
131
Calls
$305M
Puts
$230M
Net Calls
+$74.7M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
651
Auxier Asset Management
Oregon
$2.34M -$6.86K -100 -0.3%
NSEDCP
652
NJ State Employees Deferred Compensation Plan
New Jersey
$2.32M
BRWA
653
B. Riley Wealth Advisors
Florida
$2.32M -$651K -9,494 -21%
VAS
654
Vestmark Advisory Solutions
Massachusetts
$2.32M -$12.2K -178 -0.5%
LNWWM
655
Laird Norton Wetherby Wealth Management
California
$2.3M -$80.1K -1,168 -3%
MASUI
656
MIRAE ASSET SECURITIES (USA) INC.
New York
$2.3M +$2.41M +35,114 New
CA
657
Commerzbank Aktiengesellschaft
Germany
$2.28M -$930K -13,560 -28%
SFG
658
SevenBridge Financial Group
Pennsylvania
$2.26M +$63.3K +923 +3%
TTWM
659
TCV Trust & Wealth Management
Virginia
$2.25M +$50.3K +733 +2%
SC
660
Schulhoff & Co
Ohio
$2.24M +$2.88K +42 +0.1%
TFS
661
Thoroughbred Financial Services
Tennessee
$2.23M +$260K +3,791 +13%
CA
662
Clearstead Advisors
Ohio
$2.22M +$1.34M +19,600 +137%
O
663
Ossiam
France
$2.21M -$43.3K -631 -2%
MIC
664
Means Investment Company
Maine
$2.21M -$518K -7,552 -18%
HWA
665
Heritage Wealth Advisors
Virginia
$2.19M -$110K -1,600 -5%
S
666
SignatureFD
Georgia
$2.19M +$25K +365 +1%
HI
667
Horizon Investments
North Carolina
$2.19M -$685K -9,982 -23%
PMIA
668
Patrick Mauro Investment Advisor
Illinois
$2.19M +$43.6K +635 +2%
CNBTD
669
Citizens National Bank Trust Department
Mississippi
$2.18M -$13.7K -200 -0.6%
RC
670
Roundview Capital
New Jersey
$2.17M -$571K -8,326 -20%
WF
671
Welch & Forbes
Massachusetts
$2.16M -$9.19K -134 -0.4%
NLGIA
672
Nippon Life Global Investors Americas
New York
$2.15M +$481K +7,010 +27%
MCCP
673
Mission Creek Capital Partners
California
$2.15M +$1.19M +17,405 +113%
HIC
674
Harvey Investment Company
Kentucky
$2.14M -$68.6K -1,000 -3%
VFA
675
Valeo Financial Advisors
Indiana
$2.13M +$42.9K +625 +2%

MDLZ Hedge Fund Activity: Q2 2024 in Review

1,963 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q2 2024, worth a combined $69.4B — down 7.2% from $74.7B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new MDLZ positions and 131 closed out — a net gain of 2 holders — while 724 added to existing stakes and 803 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $845M. The largest seller was T. Rowe Price Associates, cutting an estimated $932M.

  • 1,963 institutional investors held Mondelez International (MDLZ) as of Q2 2024, down from 1,991 in Q1 2024.
  • Funds reported $69.4B of Mondelez International stock for Q2 2024, down 7.2% quarter-over-quarter.
  • 133 funds opened new Mondelez International positions in Q2 2024 and 131 closed out, a net change of +2 holders.
  • The largest Mondelez International buyer in Q2 2024 was GQG Partners, an estimated $845M added.
  • The largest Mondelez International seller in Q2 2024 was T. Rowe Price Associates, an estimated $932M sold.

Based on aggregated 13F filings for Q2 2024.