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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
WS
676
Wedbush Securities
California
$2.13M -$502K -7,324 -18%
EWM
677
Evercore Wealth Management
New York
$2.13M -$60.4K -881 -3%
KA
678
Kintegral Advisory
New York
$2.12M +$88.4K +1,288 +4%
HAIM
679
Hunter Associates Investment Management
Pennsylvania
$2.11M +$174K +2,541 +9%
NAMP
680
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.09M -$43.2K -629 -2%
MJRIC
681
Mogy Joel R Investment Counsel
California
$2.07M -$789K -11,496 -27%
SSWM
682
Smith Salley Wealth Management
North Carolina
$2.06M -$27.7K -404 -1%
AWM
683
Apollon Wealth Management
South Carolina
$2.05M -$15.2K -222 -0.7%
MSFP
684
Mark Sheptoff Financial Planning
Connecticut
$2.04M -$717K -10,448 -25%
CK
685
Cohen Klingenstein
New York
$2.03M
OQS
686
Occudo Quantitative Strategies
Florida
$2.03M +$2.13M +31,091 New
COI
687
Connable Office Inc
Michigan
$2.03M -$3.77K -55 -0.2%
SP
688
SWS Partners
Ohio
$2.02M +$1.03K +15 +0%
TIA
689
Traphagen Investment Advisors
New Jersey
$2M -$207K -3,015 -9%
MA
690
Montag & Associates
Georgia
$1.98M +$32.2K +469 +2%
NEI
691
Northwest & Ethical Investments
Ontario, Canada
$1.98M -$109K -1,588 -5%
LBC
692
Lowe Brockenbrough & Co
Virginia
$1.98M
BG
693
Bollard Group
Massachusetts
$1.98M +$12.9K +188 +0.6%
JPWM
694
Jamison Private Wealth Management
Georgia
$1.97M +$2.13K +31 +0.1%
MAS
695
Meeder Advisory Services
Ohio
$1.97M +$558K +8,137 +37%
SP
696
Sarasin & Partners
United Kingdom
$1.96M -$343K -5,000 -14%
DA
697
Dillon & Associates
Michigan
$1.95M +$49.1K +716 +2%
KPWS
698
Kestra Private Wealth Services
Texas
$1.94M +$154K +2,238 +8%
CIA
699
Concurrent Investment Advisors
Florida
$1.94M +$727K +10,600 +56%
PA
700
PFW Advisors
Georgia
$1.94M -$61.9K -902 -3%

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.