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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
LC
851
Lavaca Capital
Texas
$842K
TCA
852
Transcend Capital Advisors
New Jersey
$841K +$50K +811 +6%
DWT
853
Dorsey & Whitney Trust
South Dakota
$835K -$7.21K -117 -0.9%
OCG
854
Opus Capital Group
Ohio
$832K +$6.47K +105 +0.8%
BHBT
855
Burke & Herbert Bank & Trust
Virginia
$831K
ESB
856
Essex Savings Bank
Connecticut
$829K -$15.3K -249 -2%
BTW
857
Boston Trust Walden
Massachusetts
$829K -$6.16K -100 -0.7%
PTC
858
Philadelphia Trust Company
Pennsylvania
$825K -$12.4K -201 -1%
ANRIA
859
American National Registered Investment Advisor
Texas
$825K -$1.85K -30 -0.2%
QI
860
Qtron Investments
Massachusetts
$824K +$430K +6,978 +112%
ESCM
861
Echo Street Capital Management
New York
$824K +$813K +13,190 New
PWM
862
PBMares Wealth Management
Virginia
$822K -$57.5K -934 -7%
HDIM
863
Hanson & Doremus Investment Management
Vermont
$821K -$86.9K -1,411 -9%
PA
864
Probity Advisors
Texas
$815K -$101K -1,647 -11%
CB
865
Community Bank
New York
$814K +$111K +1,800 +16%
SACTSONJ
866
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$812K
FBFS
867
First Business Financial Services
Wisconsin
$810K +$54.5K +885 +7%
CCA
868
Checchi Capital Advisers
California
$809K -$8.87K -144 -1%
WF
869
Welch & Forbes
Massachusetts
$801K +$23.7K +384 +3%
HIC
870
Holderness Investments Company
North Carolina
$797K
DLA
871
Douglas Lane & Associates
New York
$789K +$37.6K +610 +5%
NDSI
872
Newman Dignan & Sheerar Inc
Rhode Island
$781K +$47.1K +765 +7%
CCM
873
Coldstream Capital Management
Washington
$779K +$37.5K +609 +5%
EWA
874
EP Wealth Advisors
California
$779K +$82K +1,331 +12%
RCAG
875
Rehmann Capital Advisory Group
Michigan
$779K -$123 -2 -0%

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.