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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
SFFS
826
Stonehage Fleming Financial Services
Jersey
$920K +$236K +3,829 +35%
CGL
827
Clarius Group LLC
Washington
$919K +$14.4K +233 +2%
MAM
828
Meeder Asset Management
Ohio
$918K +$123K +2,001 +16%
1IA
829
1834 Investment Advisors
Wisconsin
$913K
AMIM
830
Aull & Monroe Investment Management
Alabama
$912K
PP
831
Paloma Partners
Connecticut
$904K -$130K -2,109 -13%
ACP
832
Ashfield Capital Partners
California
$903K
DAS
833
Dynamic Advisor Solutions
Arizona
$898K +$29.8K +483 +3%
GTCM
834
Gyon Technologies Capital Management
New Jersey
$890K -$83.1K -1,349 -9%
IBOK
835
Independence Bank of Kentucky
Kentucky
$883K -$50.8K -825 -6%
KTA
836
Keeley-Teton Advisors
Illinois
$883K -$15.4K -250 -2%
FMB
837
Field & Main Bank
Kentucky
$883K +$43.9K +712 +5%
BOH
838
Bank of Hawaii
Hawaii
$882K -$147K -2,380 -14%
WIC
839
Woodmont Investment Counsel
Tennessee
$878K -$98.6K -1,600 -10%
PMAS
840
PNC Managed Account Solutions
Texas
$878K +$867K +14,068 New
RCM
841
Radnor Capital Management
Pennsylvania
$872K
HTC
842
Haverford Trust Company
Pennsylvania
$871K +$2.83K +46 +0.3%
FF
843
FourThought Financial
Florida
$868K -$33.5K -543 -4%
HSA
844
HBK Sorce Advisory
Pennsylvania
$864K -$3.02K -49 -0.4%
WG
845
Welch Group
Alabama
$855K -$21.1K -342 -2%
SC
846
Searle & Co
Connecticut
$854K
LNC
847
Lincoln National Corp
Pennsylvania
$847K +$93.2K +1,513 +13%
SIM
848
Sentry Investment Management
Wisconsin
$846K
LWAM
849
Legacy Wealth Asset Management
Minnesota
$845K -$4.25K -69 -0.5%
SWA
850
Stratos Wealth Advisors
Ohio
$843K +$147K +2,387 +21%

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.