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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
KWA
826
Kingswood Wealth Advisors
California
$1.25M +$93.9K +1,368 +8%
IAMOG
827
Investors Asset Management of Georgia
Georgia
$1.25M -$6.86K -100 -0.5%
WG
828
Welch Group
Alabama
$1.24M +$281K +4,101 +28%
QPBE
829
Quintet Private Bank (Europe)
Luxembourg
$1.24M -$62K -904 -5%
WCM
830
Weik Capital Management
Pennsylvania
$1.23M -$106K -1,550 -8%
AWM
831
Aviso Wealth Management
Washington
$1.23M +$862K +12,569 +203%
SF
832
Summit Financial
New Jersey
$1.22M +$626K +9,122 +97%
LA
833
Legacy Advisors
Pennsylvania
$1.22M -$116K -1,691 -8%
GCP
834
GSA Capital Partners
United Kingdom
$1.22M -$377K -5,489 -23%
HIA
835
Harbor Investment Advisory
Maryland
$1.22M -$25.5K -372 -2%
CIAS
836
Capital Investment Advisory Services
North Carolina
$1.2M +$15K +218 +1%
NBT
837
Northwest Bank & Trust
Iowa
$1.2M -$63.3K -922 -5%
PAM
838
Paradigm Asset Management
New York
$1.2M +$1.06M +15,500 +560%
AP
839
Appleton Partners
Massachusetts
$1.19M -$56.8K -828 -4%
WANY
840
Wealthspire Advisors (New York)
New York
$1.19M +$152K +2,222 +14%
BWG
841
Boomfish Wealth Group
Georgia
$1.18M +$84.3K +1,229 +7%
HIP
842
HUB Investment Partners
Texas
$1.18M +$30.7K +447 +3%
CIG
843
Cullen Investment Group
Louisiana
$1.17M -$1.92K -28 -0.2%
RCM
844
Ridgepath Capital Management
Tennessee
$1.17M -$22.6K -329 -2%
GIA
845
Guyasuta Investment Advisors
Pennsylvania
$1.17M -$22K -320 -2%
FMB
846
Field & Main Bank
Kentucky
$1.16M +$3.29K +48 +0.3%
KPP
847
Kings Path Partners
Texas
$1.16M +$1.22M +17,793 New
WSFS
848
Wilmington Savings Fund Society
Delaware
$1.16M +$6.86K +100 +0.6%
SWM
849
Spire Wealth Management
Virginia
$1.16M +$10.9K +159 +0.9%
NIC
850
Northwest Investment Counselors
Oregon
$1.16M +$61.6K +898 +5%

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.