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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
MG
851
Mather Group
Illinois
$967K -$316 -5 -0%
UH
852
Unigestion Holding
Switzerland
$967K +$984K +15,574 New
TYCC
853
Texas Yale Capital Corp
Florida
$963K
LOAMS
854
Lombard Odier Asset Management (Switzerland)
Switzerland
$962K +$312K +4,934 +47%
CGL
855
Clarius Group LLC
Washington
$957K +$18.1K +286 +2%
CBN
856
Cadence Bank NA
Texas
$956K -$175K -2,763 -15%
AAMC
857
Asset Allocation & Management Company
Illinois
$955K
OMC
858
Overbrook Management Corp
New York
$953K
OPPTF
859
OPSEU Pension Plan Trust Fund
Ontario, Canada
$951K -$471K -7,449 -33%
HWM
860
Hohimer Wealth Management
Washington
$950K -$80.4K -1,273 -8%
CT
861
Caldwell Trust
Florida
$949K -$5.31K -84 -0.5%
BP
862
BBR Partners
New York
$947K
HI
863
Humankind Investments
New York
$946K +$328K +5,196 +52%
DPIM
864
Duff & Phelps Investment Management
Illinois
$945K
CCB
865
Country Club Bank
Missouri
$945K +$16K +254 +2%
S
866
SimplyRich
California
$940K +$7.58K +120 +0.8%
HI
867
Hendershot Investments
Virginia
$934K
IBOK
868
Independence Bank of Kentucky
Kentucky
$931K -$26.5K -420 -3%
LWAM
869
Legacy Wealth Asset Management
Minnesota
$927K +$8.28K +131 +0.9%
WA
870
Wambolt & Associates
Colorado
$927K +$334K +5,283 +55%
EF
871
Empowered Funds
Pennsylvania
$919K +$106K +1,682 +13%
WI
872
Wahed Invest
New York
$918K -$90.9K -1,439 -9%
FFM
873
Forum Financial Management
Illinois
$914K +$52.7K +834 +6%
BWM
874
Buckley Wealth Management
Nevada
$910K -$37.7K -597 -4%
1IA
875
1834 Investment Advisors
Wisconsin
$908K

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.