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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
MFG
701
MidWestOne Financial Group
Iowa
$1.6M +$45.2K +716 +3%
BBHC
702
Brown Brothers Harriman & Co
New York
$1.59M +$34.9K +552 +2%
BMCM
703
Bryn Mawr Capital Management
Pennsylvania
$1.59M -$21.4K -339 -1%
IIC
704
Ironwood Investment Counsel
Arizona
$1.59M +$277K +4,387 +21%
BCM
705
Brookstone Capital Management
Illinois
$1.59M +$951K +15,048 +145%
ATPW
706
Ashton Thomas Private Wealth
Arizona
$1.58M +$42.9K +679 +3%
SFO
707
Stokes Family Office
Louisiana
$1.58M +$6.57K +104 +0.4%
SMH
708
Sanders Morris Harris
Texas
$1.57M
ESCM
709
Echo Street Capital Management
New York
$1.57M -$277K -4,385 -15%
RFA
710
Resurgent Financial Advisors
Georgia
$1.56M +$498K +7,889 +46%
ST
711
Smithfield Trust
Pennsylvania
$1.55M +$7.9K +125 +0.5%
DI
712
Diligent Investors
California
$1.55M -$25.1K -397 -2%
TCPWM
713
Traverso Chambers Private Wealth Management
California
$1.54M +$63 +1 +0%
WSTAM
714
Wilbanks Smith & Thomas Asset Management
Virginia
$1.54M +$25.1K +398 +2%
WCM
715
Weik Capital Management
Pennsylvania
$1.54M -$253 -4 -0%
HFA
716
HC Financial Advisors
California
$1.53M -$66.3K -1,049 -4%
SIG
717
Sky Investment Group
Connecticut
$1.52M +$99.9K +1,582 +7%
CG
718
Caprock Group
Idaho
$1.52M +$256K +4,059 +20%
CSPIA
719
Cary Street Partners Investment Advisory
Virginia
$1.52M +$1.54M +24,439 New
SFG
720
SevenBridge Financial Group
Pennsylvania
$1.51M +$72.1K +1,142 +5%
MYLI
721
Meiji Yasuda Life Insurance
Japan
$1.5M +$443K +7,011 +41%
DAM
722
Deltec Asset Management
New York
$1.5M -$36.3K -574 -2%
FFWA
723
FRG Family Wealth Advisors
Washington
$1.5M
HI
724
Horizon Investments
North Carolina
$1.5M -$382K -6,051 -20%
BIM
725
Bridges Investment Management
Nebraska
$1.49M -$19K -300 -1%

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.