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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
HTI
801
Hikari Tsushin Inc
Japan
$1.37M
BSAM
802
Blue Square Asset Management
New York
$1.35M +$137K +1,998 +11%
MIM
803
Morningstar Investment Management
Illinois
$1.35M
CAM
804
Carret Asset Management
New York
$1.35M +$3.23K +47 +0.2%
RB
805
Rodgers Brothers
Pennsylvania
$1.33M -$45.6K -665 -3%
MG
806
Mather Group
Illinois
$1.32M +$89.8K +1,309 +7%
EFS
807
Essex Financial Services
Connecticut
$1.32M +$348K +5,079 +37%
UBG
808
United Bank (Georgia)
Georgia
$1.32M +$26.9K +392 +2%
MPAM
809
Murphy Pohlad Asset Management
Minnesota
$1.31M
DDC
810
DF Dent & Co
Maryland
$1.31M -$165K -2,406 -11%
WPW
811
Waldron Private Wealth
Pennsylvania
$1.31M -$27.4K -400 -2%
FFWA
812
FRG Family Wealth Advisors
Washington
$1.31M
AI
813
Arvest Investments
Arkansas
$1.31M -$8.44K -123 -0.6%
SAM
814
Synergy Asset Management
Washington
$1.3M +$393K +5,729 +40%
BB
815
Busey Bank
Illinois
$1.3M -$47K -685 -3%
HCMG
816
Howard Capital Management Group
California
$1.3M
NEAM
817
New England Asset Management
Connecticut
$1.3M
WA
818
Wealth Alliance
New York
$1.29M -$104K -1,510 -7%
LWCFA
819
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.29M +$153K +2,228 +13%
HCA
820
Harbor Capital Advisors
Illinois
$1.29M +$3.09K +45 +0.2%
AIM
821
Aigen Investment Management
New York
$1.28M -$2.27M -33,094 -63%
IBOK
822
Independence Bank of Kentucky
Kentucky
$1.26M +$262K +3,818 +25%
TFCM
823
Taylor Frigon Capital Management
Arizona
$1.26M +$10.9K +159 +0.8%
CPR
824
CSU Producer Resources
Ohio
$1.26M
CAM
825
Cypress Asset Management
Texas
$1.26M -$314K -4,578 -19%

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.