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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
CTA
851
Chesley Taft & Associates
Illinois
$1.16M
HL
852
HeadInvest LLC
Maine
$1.15M +$33.3K +485 +3%
PFSC
853
Peoples Financial Services Corp
Pennsylvania
$1.15M -$823 -12 -0.1%
ACM
854
AlphaStar Capital Management
North Carolina
$1.14M +$70.9K +1,033 +6%
CIA
855
Cascade Investment Advisors
Oregon
$1.14M -$1.72K -25 -0.1%
PP
856
Patron Partners
Texas
$1.13M -$128K -1,860 -10%
PBK
857
Peoples Bank (Kansas)
Kansas
$1.13M -$14.1K -205 -1%
Federated Hermes
858
Federated Hermes
Pennsylvania
$1.13M -$135K -1,964 -10%
RWA
859
River Wealth Advisors
Pennsylvania
$1.12M +$772K +11,247 +190%
NAS
860
Nicolet Advisory Services
Wisconsin
$1.11M -$56.3K -821 -5%
BSW
861
Buckingham Strategic Wealth
Missouri
$1.11M +$79.3K +1,156 +7%
MMPW
862
Mitchell McLeod Pugh & Williams
Alabama
$1.11M -$2.06K -30 -0.2%
CVA
863
Central Valley Advisors
California
$1.11M -$16.5K -241 -8%
BMC
864
Beaton Management Company
Massachusetts
$1.1M
Wolverine Trading
865
Wolverine Trading
Illinois
$1.1M +$733K +10,677 +173%
NP
866
Nilsine Partners
Colorado
$1.1M +$48K +700 +4%
WPA
867
West Paces Advisors
Georgia
$1.1M +$18.9K +276 +2%
DWT
868
Dorsey & Whitney Trust
South Dakota
$1.09M -$19.1K -278 -2%
FPAS
869
Focus Partners Advisor Solutions
Missouri
$1.09M -$73K -1,064 -6%
AIP
870
ARS Investment Partners
New York
$1.09M
ADBIC
871
A.D. Beadell Investment Counsel
Wisconsin
$1.09M -$27.4K -400 -2%
SFS
872
Strategic Financial Services
New York
$1.08M -$43.1K -628 -4%
CA
873
Claar Advisors
New York
$1.08M
EFMC
874
Empire Financial Management Company
New York
$1.07M -$146K -2,129 -12%
ZF
875
Zhang Financial
Michigan
$1.07M -$7.13K -104 -0.6%

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.