Mondelez International
MDLZ
2,000 hedge funds and large institutions have $79B invested in Mondelez International in 2023 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 727 increasing their positions, 740 reducing their positions, and 119 closing their positions.
96% more first-time investments, than exits
New positions opened: 233 | Existing positions closed: 119
6% more capital invested
Capital invested by funds: $74.4B → $79B (+$4.59B)
5% more funds holding
Funds holding: 1,912 → 2,000 (+88)
2.27% more ownership
Funds ownership: 77.89% → 80.16% (+2.3%)
2% less repeat investments, than reductions
Existing positions increased: 727 | Existing positions reduced: 740
18% less funds holding in top 10
Funds holding in top 10: 28 → 23 (-5)
20% less call options, than puts
Call options by funds: $358M | Put options by funds: $449M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.52B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$440M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$193M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$170M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$116M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$171M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$116M |
| 3 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
-$95.2M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$88M |
| 5 |
Parnassus Investments
San Francisco,
California
|
-$82.6M |
MDLZ Hedge Fund Activity: Q4 2023 in Review
2,000 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q4 2023, worth a combined $79B — up 6.2% from $74.4B a quarter earlier.
Buyers outnumbered sellers: 233 funds opened new MDLZ positions and 119 closed out — a net gain of 114 holders — while 727 added to existing stakes and 740 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.52B. The largest seller was BlackRock, cutting an estimated $171M.
- 2,000 institutional investors held Mondelez International (MDLZ) as of Q4 2023, up from 1,912 in Q3 2023.
- Funds reported $79B of Mondelez International stock for Q4 2023, up 6.2% quarter-over-quarter.
- 233 funds opened new Mondelez International positions in Q4 2023 and 119 closed out, a net change of +114 holders.
- The largest Mondelez International buyer in Q4 2023 was Morgan Stanley, an estimated $1.52B added.
- The largest Mondelez International seller in Q4 2023 was BlackRock, an estimated $171M sold.
Based on aggregated 13F filings for Q4 2023.