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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
BAM
901
Belpointe Asset Management
Nevada
$718K +$224K +3,640 +46%
ZF
902
Zhang Financial
Michigan
$714K -$38K -617 -5%
SSWM
903
Sheets Smith Wealth Management
North Carolina
$713K
MPWT
904
MassMutual Private Wealth & Trust
Connecticut
$712K -$83.9K -1,362 -11%
FG
905
Foster Group
Iowa
$712K +$8.32K +135 +1%
KCM
906
Kanawha Capital Management
Virginia
$708K +$20.9K +340 +3%
OPS
907
Orion Portfolio Solutions
Nebraska
$707K +$117K +1,894 +20%
JIC
908
Joel Isaacson & Co
New York
$698K
MHS
909
M Holdings Securities
Oregon
$695K -$86.4K -1,403 -11%
FAIM
910
Financial Advocates Investment Management
Washington
$693K +$61.8K +1,003 +10%
TA
911
Tiedemann Advisors
New York
$690K -$107K -1,744 -14%
KFS
912
Kelly Financial Services
Massachusetts
$688K +$2.6M +42,251 +6,159%
CA
913
Cortland Associates
Missouri
$686K
CFA
914
Carroll Financial Associates
North Carolina
$680K +$2.96K +48 +0.4%
MGIA
915
Moneta Group Investment Advisors
Missouri
$677K +$15.3K +249 +2%
SSWM
916
Smith Salley Wealth Management
North Carolina
$675K +$924 +15 +0.1%
MWA
917
Meridian Wealth Advisors
Texas
$675K +$86.8K +1,409 +15%
MW
918
Marcum Wealth
Ohio
$671K -$41.8K -678 -6%
Fisher Asset Management
919
Fisher Asset Management
Washington
$671K -$35K -568 -5%
MIA
920
MainStreet Investment Advisors
Illinois
$669K -$63K -1,022 -9%
LB
921
Leo Brokerage
Texas
$667K -$4.5K -73 -0.7%
CP
922
Castleview Partners
Texas
$667K +$658K +10,684 New
CWM
923
Cornerstone Wealth Management
Missouri
$666K -$38.6K -627 -6%
BONST
924
Bank of Nova Scotia Trust
Ontario, Canada
$666K +$9.43K +153 +1%
CAAS
925
Capital Asset Advisory Services
Michigan
$663K -$79.8K -1,295 -11%

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.