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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
KB
751
Kimelman & Baird
New York
$1.54M +$1.61M +23,521 New
NSIM
752
North Star Investment Management
Illinois
$1.54M -$7.75K -113 -0.5%
BMA
753
Brooks Moore & Associates
Tennessee
$1.53M
SFO
754
Stokes Family Office
Louisiana
$1.53M +$62.2K +906 +4%
DI
755
Diligent Investors
California
$1.53M +$480 +7 +0%
AF
756
Aviso Financial
Ontario, Canada
$1.53M +$1.6M +23,381 New
DAS
757
Dynamic Advisor Solutions
Arizona
$1.53M +$27.9K +406 +2%
CCM
758
Coldstream Capital Management
Washington
$1.52M -$83.1K -1,211 -5%
SIA
759
SeaBridge Investment Advisors
New Jersey
$1.51M -$242K -3,528 -13%
MNBTD
760
Moody National Bank Trust Division
Texas
$1.51M -$230K -3,352 -13%
H
761
HoyleCohen
California
$1.51M -$65.9K -961 -4%
WA
762
Waverly Advisors
Alabama
$1.51M +$45.6K +665 +3%
SMH
763
Sanders Morris Harris
Texas
$1.51M
DT
764
Diversified Trust
Tennessee
$1.51M +$185K +2,690 +13%
BFIM
765
Beese Fulmer Investment Management
Ohio
$1.5M -$18.5K -270 -1%
FRA
766
Frank Rimerman Advisors
California
$1.5M +$1.57M +22,832 +37,430%
PGIM
767
Pacific Global Investment Management
California
$1.49M -$34.2K -498 -2%
NFC
768
Northeast Financial Consultants
Connecticut
$1.47M -$11.7K -170 -0.8%
WCM
769
Weaver Capital Management
Georgia
$1.46M +$257K +3,746 +20%
NHC
770
Nicholas Hoffman & Company
Georgia
$1.46M +$228K +3,328 +18%
FNA
771
First National Advisers
Nebraska
$1.46M +$495K +7,219 +48%
NG
772
Northstar Group
New York
$1.46M -$46.8K -682 -3%
BIM
773
Bridges Investment Management
Nebraska
$1.45M +$650K +9,473 +74%
TAM
774
Tealwood Asset Management
Minnesota
$1.45M -$4.39K -64 -0.3%
PAS
775
Park Avenue Securities
New York
$1.44M +$111K +1,612 +8%

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.