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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
NIC
826
Northwest Investment Counselors
Oregon
$1.07M +$87.6K +1,386 +9%
Grantham, Mayo, Van Otterloo & Co (GMO)
827
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.07M -$2.35M -37,124 -68%
FMB
828
Field & Main Bank
Kentucky
$1.07M +$178K +2,819 +20%
AWM
829
Apollon Wealth Management
South Carolina
$1.06M +$39.3K +622 +4%
BMC
830
Beaton Management Company
Massachusetts
$1.06M
FWCM
831
Ferguson Wellman Capital Management
Oregon
$1.05M -$111K -1,762 -9%
JC
832
JB Capital
Connecticut
$1.05M +$43.3K +686 +4%
BFA
833
Bragg Financial Advisors
North Carolina
$1.03M -$31.6K -500 -3%
HCA
834
Harbour Capital Advisors
Virginia
$1.03M -$56.9K -900 -5%
EBT
835
Enterprise Bank & Trust
Massachusetts
$1.02M -$20.4K -323 -2%
AWE
836
Avidian Wealth Enterprises
Texas
$1.01M +$131K +2,066 +15%
BCM
837
Bayesian Capital Management
New York
$1.01M +$1.03M +16,300 New
TFM
838
Trian Fund Management
New York
$1.01M -$27.4M -434,028 -96%
BBNA
839
Bremer Bank National Association
Minnesota
$1M -$112K -1,766 -10%
VIA
840
Vident Investment Advisory
Georgia
$996K -$896K -14,176 -47%
ET
841
Equitable Trust
Tennessee
$995K +$430K +6,800 +74%
DAS
842
Dynamic Advisor Solutions
Arizona
$994K +$35.8K +567 +4%
EFM
843
E Fund Management
China
$991K +$11.8K +186 +1%
GWCM
844
Godshalk Welsh Capital Management
Pennsylvania
$985K -$15.8K -250 -2%
SCA
845
Sandy Cove Advisors
Massachusetts
$983K
BTW
846
Boston Trust Walden
Massachusetts
$978K +$74.4K +1,177 +8%
FFC
847
First Financial Corp
Indiana
$971K -$2.46K -39 -0.2%
AIP
848
ARS Investment Partners
New York
$971K +$11.4K +181 +1%
WP
849
WMS Partners
Maryland
$970K -$49.3K -780 -5%
WPA
850
West Paces Advisors
Georgia
$968K -$19.3K -305 -2%

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.