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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
DT
801
Diversified Trust
Tennessee
$1.16M -$1.33M -21,068 -53%
BST
802
Bath Savings Trust
Maine
$1.15M
B
803
Bailard
California
$1.14M -$70.7K -1,119 -6%
WSFS
804
Wilmington Savings Fund Society
Delaware
$1.14M
EP
805
Eudaimonia Partners
Tennessee
$1.14M +$40.2K +637 +4%
WSCM
806
Wellington Shields Capital Management
New York
$1.13M -$14.8K -235 -1%
APA
807
American Portfolios Advisors
New York
$1.13M -$30.6K -485 -3%
FG
808
Fiduciary Group
Georgia
$1.12M +$333K +5,264 +43%
CIA
809
Capital Investment Advisors
Georgia
$1.12M -$15.2K -240 -1%
CTA
810
Chesley Taft & Associates
Illinois
$1.11M -$505 -8 -0%
AIM
811
ARGA Investment Management
Connecticut
$1.11M +$322K +5,096 +40%
SPC
812
Sigma Planning Corp
Michigan
$1.11M -$148K -2,344 -12%
GIA
813
Guyasuta Investment Advisors
Pennsylvania
$1.11M
HCMG
814
Howard Capital Management Group
California
$1.1M
CI
815
Cigna Investments
Connecticut
$1.1M -$416K -6,587 -27%
TCM
816
Teza Capital Management
Illinois
$1.09M -$977K -15,465 -47%
GCM
817
Gables Capital Management
Florida
$1.09M
CCA
818
Checchi Capital Advisers
California
$1.09M +$82.6K +1,307 +8%
AAS
819
Annex Advisory Services
Wisconsin
$1.08M +$89.9K +1,423 +9%
HTC
820
Haverford Trust Company
Pennsylvania
$1.08M -$11.2K -178 -1%
DMBA
821
Deseret Mutual Benefit Administrators
Utah
$1.08M -$12.2K -193 -1%
AWM
822
Axxcess Wealth Management
California
$1.08M +$255K +4,037 +30%
LWCFA
823
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.08M -$15.9K -251 -1%
ADBIC
824
A.D. Beadell Investment Counsel
Wisconsin
$1.07M -$124K -1,966 -10%
WA
825
Wealth Alliance
New York
$1.07M +$63.9K +1,011 +6%

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.