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Mondelez International

1,668 hedge funds and large institutions have $67B invested in Mondelez International in 2021 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 607 increasing their positions, 618 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 89

6% more capital invested

Capital invested by funds: $63.5B → $67B (+$3.5B)

2% more funds holding

Funds holding: 1,6401,668 (+28)

0.4% less ownership

Funds ownership: 76.92%76.52% (-0.4%)

0% less call options, than puts

Call options by funds: $298M | Put options by funds: $299M

2% less repeat investments, than reductions

Existing positions increased: 607 | Existing positions reduced: 618

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
1,668
Holders Change
+28
Holders Change %
+1.71%
% of All Funds
29.03%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.28%
New
142
Increased
607
Reduced
618
Closed
89
Calls
$298M
Puts
$299M
Net Calls
-$1.39M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
776
KCM Investment Advisors
California
$1.1M -$64.9K -1,054 -6%
HCMG
777
Howard Capital Management Group
California
$1.1M
GCM
778
Gables Capital Management
Florida
$1.1M
GWCM
779
Godshalk Welsh Capital Management
Pennsylvania
$1.09M
BMC
780
Beaton Management Company
Massachusetts
$1.08M
LWCFA
781
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.08M -$52.8K -857 -5%
EP
782
Eudaimonia Partners
Tennessee
$1.07M +$10.1K +164 +1%
CC
783
Centiva Capital
New York
$1.06M +$1.05M +16,965 New
SAM
784
Sabadell Asset Management
Spain
$1.06M +$1.04M +16,957 New
EF
785
Empirical Finance
Pennsylvania
$1.06M +$145K +2,349 +16%
CA
786
Cornerstone Advisory
Maryland
$1.05M +$123K +2,002 +13%
RCM
787
RB Capital Management
Nevada
$1.05M +$53.2K +864 +5%
AC
788
Allstate Corporation
Illinois
$1.05M -$144K -2,331 -12%
LS
789
Livforsakringsbolaget Skandia
Sweden
$1.05M -$253K -4,100 -20%
CT
790
Chicago Trust
Illinois
$1.04M +$39.8K +646 +4%
YIH
791
Y-Intercept (HK)
Hong Kong
$1.04M +$1.02M +16,612 New
QVT
792
Quantitative Value Technologies
Kansas
$1.03M +$73.9K +1,199 +8%
WPW
793
Waldron Private Wealth
Pennsylvania
$1.03M -$36K -584 -3%
FWM
794
Frontier Wealth Management
Missouri
$1.02M +$7.08K +115 +0.7%
NSB
795
Norway Savings Bank
Maine
$1.02M -$12.3K -200 -1%
LOAMS
796
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.02M +$290K +4,707 +41%
AIM
797
Aspen Investment Management
Michigan
$1.01M +$12.6K +205 +1%
LWAC
798
Laurel Wealth Advisors (California)
California
$1.01M +$82.4K +1,338 +9%
CAG
799
Crestwood Advisors Group
Massachusetts
$1M +$30.8K +500 +3%
WA
800
Wealth Alliance
New York
$999K -$301K -4,881 -23%

MDLZ Hedge Fund Activity: Q2 2021 in Review

1,668 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q2 2021, worth a combined $67B — up 5.5% from $63.5B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new MDLZ positions and 89 closed out — a net gain of 53 holders — while 607 added to existing stakes and 618 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $678M. The largest seller was Macquarie Group, cutting an estimated $644M.

  • 1,668 institutional investors held Mondelez International (MDLZ) as of Q2 2021, up from 1,640 in Q1 2021.
  • Funds reported $67B of Mondelez International stock for Q2 2021, up 5.5% quarter-over-quarter.
  • 142 funds opened new Mondelez International positions in Q2 2021 and 89 closed out, a net change of +53 holders.
  • The largest Mondelez International buyer in Q2 2021 was Wellington Management Group, an estimated $678M added.
  • The largest Mondelez International seller in Q2 2021 was Macquarie Group, an estimated $644M sold.

Based on aggregated 13F filings for Q2 2021.