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Mondelez International

1,668 hedge funds and large institutions have $67B invested in Mondelez International in 2021 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 607 increasing their positions, 618 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 89

6% more capital invested

Capital invested by funds: $63.5B → $67B (+$3.5B)

2% more funds holding

Funds holding: 1,6401,668 (+28)

0.4% less ownership

Funds ownership: 76.92%76.52% (-0.4%)

0% less call options, than puts

Call options by funds: $298M | Put options by funds: $299M

2% less repeat investments, than reductions

Existing positions increased: 607 | Existing positions reduced: 618

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
1,668
Holders Change
+28
Holders Change %
+1.71%
% of All Funds
29.03%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.28%
New
142
Increased
607
Reduced
618
Closed
89
Calls
$298M
Puts
$299M
Net Calls
-$1.39M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
NG
676
Northstar Group
New York
$1.57M +$9.86K +160 +0.6%
TCWM
677
Total Clarity Wealth Management
Illinois
$1.57M +$29K +470 +2%
GVAG
678
Great Valley Advisor Group
Delaware
$1.56M
SMH
679
Sanders Morris Harris
Texas
$1.55M -$12.3K -200 -0.8%
TCPWM
680
Traverso Chambers Private Wealth Management
California
$1.55M +$62 +1 +0%
ONB
681
Old National Bancorp
Indiana
$1.55M +$34.9K +567 +2%
WS
682
Wedbush Securities
California
$1.54M +$61.6K +1,000 +4%
WSTAM
683
Wilbanks Smith & Thomas Asset Management
Virginia
$1.54M -$202K -3,285 -12%
IMOV
684
Investment Management of Virginia
Virginia
$1.54M -$124K -2,007 -8%
SFG
685
SevenBridge Financial Group
Pennsylvania
$1.53M +$72.9K +1,183 +5%
CC
686
Claybrook Capital
Massachusetts
$1.53M +$1.51M +24,571 New
SIAP
687
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.53M +$4.62K +75 +0.3%
CWM
688
Cedar Wealth Management
California
$1.53M
ST
689
Smithfield Trust
Pennsylvania
$1.52M -$32K -520 -2%
FTDI
690
First Trust Direct Indexing
Massachusetts
$1.51M +$325K +5,269 +28%
FFWA
691
FRG Family Wealth Advisors
Washington
$1.51M
UBG
692
United Bank (Georgia)
Georgia
$1.51M -$38.4K -623 -3%
PGIM
693
Pacific Global Investment Management
California
$1.51M -$30.1K -488 -2%
CAM
694
Carret Asset Management
New York
$1.5M -$4.07K -66 -0.3%
SWP
695
Stratos Wealth Partners
Ohio
$1.47M +$92.8K +1,506 +7%
CIS
696
Capital International Sarl
California
$1.46M -$42.1K -683 -3%
SPC
697
Sigma Planning Corp
Michigan
$1.46M -$49.7K -806 -3%
CNC
698
Canandaigua National Corp
New York
$1.45M -$678 -11 -0%
BIM
699
Baldwin Investment Management
Pennsylvania
$1.45M -$21.6K -350 -1%
SWM
700
Spire Wealth Management
Virginia
$1.45M -$558K -9,050 -28%

MDLZ Hedge Fund Activity: Q2 2021 in Review

1,668 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q2 2021, worth a combined $67B — up 5.5% from $63.5B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new MDLZ positions and 89 closed out — a net gain of 53 holders — while 607 added to existing stakes and 618 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $678M. The largest seller was Macquarie Group, cutting an estimated $644M.

  • 1,668 institutional investors held Mondelez International (MDLZ) as of Q2 2021, up from 1,640 in Q1 2021.
  • Funds reported $67B of Mondelez International stock for Q2 2021, up 5.5% quarter-over-quarter.
  • 142 funds opened new Mondelez International positions in Q2 2021 and 89 closed out, a net change of +53 holders.
  • The largest Mondelez International buyer in Q2 2021 was Wellington Management Group, an estimated $678M added.
  • The largest Mondelez International seller in Q2 2021 was Macquarie Group, an estimated $644M sold.

Based on aggregated 13F filings for Q2 2021.