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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
NG
726
Northstar Group
New York
$1.49M +$63 +1 +0%
ZB
727
Zions Bancorporation
Utah
$1.48M +$14K +221 +0.9%
BFIM
728
Beese Fulmer Investment Management
Ohio
$1.48M -$25K -396 -2%
NB
729
Nicolet Bankshares
Wisconsin
$1.48M +$35.9K +568 +2%
DHFB
730
Dixon Hubard Feinour & Brown
Virginia
$1.48M +$24.6K +390 +2%
FCCM
731
First City Capital Management
Georgia
$1.47M -$16.3K -258 -1%
PAS
732
Park Avenue Securities
New York
$1.47M +$211K +3,336 +16%
SWP
733
Stratos Wealth Partners
Ohio
$1.47M +$157K +2,490 +12%
WS
734
Wedbush Securities
California
$1.46M -$34.3K -543 -2%
TAM
735
Tealwood Asset Management
Minnesota
$1.46M -$18.8K -297 -1%
PFO
736
Pathstone Family Office
New Jersey
$1.46M +$784K +12,403 +111%
CAM
737
Carret Asset Management
New York
$1.46M
SCM
738
Schnieders Capital Management
California
$1.45M -$4.74K -75 -0.3%
NO
739
Ninety One
South Africa
$1.45M -$74K -1,172 -5%
TFS
740
Thoroughbred Financial Services
Tennessee
$1.45M +$138K +2,186 +10%
SIAP
741
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.44M +$23.4K +370 +2%
SAM
742
Sabadell Asset Management
Spain
$1.44M
CNC
743
Canandaigua National Corp
New York
$1.44M -$31.5K -498 -2%
JAG
744
Journey Advisory Group
Kentucky
$1.44M +$307K +4,865 +28%
PGIM
745
Pacific Global Investment Management
California
$1.43M -$67.5K -1,069 -4%
VFA
746
Valeo Financial Advisors
Indiana
$1.43M -$90K -1,425 -6%
NSIM
747
North Star Investment Management
Illinois
$1.43M +$316 +5 +0%
SMFG
748
Sumitomo Mitsui Financial Group
Japan
$1.43M +$365K +5,780 +34%
CIA
749
Cascade Investment Advisors
Oregon
$1.42M +$11.1K +175 +0.8%
LWM
750
Loveless Wealth Management
Montana
$1.41M -$10.4K -165 -0.7%

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.