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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
FNBTCON
926
First National Bank & Trust Co of Newtown
Pennsylvania
$662K -$25.6K -415 -4%
CT
927
Coastline Trust
Rhode Island
$662K -$19.1K -310 -3%
MWM
928
Modera Wealth Management
New Jersey
$660K +$4.37K +71 +0.7%
AI
929
AXS Investments
New York
$658K +$117K +1,892 +22%
BSW
930
Buckingham Strategic Wealth
Missouri
$657K -$26.1K -424 -4%
TCM
931
Tuttle Capital Management
Connecticut
$655K +$647K +10,495 New
TCOT
932
Trust Company of Toledo
Ohio
$654K -$18.4K -298 -3%
MMG
933
Monetary Management Group
Missouri
$654K
VAS
934
Valicenti Advisory Services
New York
$652K -$18.5K -300 -3%
HAC
935
Harbor Advisory Corp
New Hampshire
$652K
WSC
936
Wellington Shields & Co
New York
$651K -$7.7K -125 -1%
ONST
937
Old North State Trust
North Carolina
$650K -$9.24K -150 -1%
AWE
938
Avidian Wealth Enterprises
Texas
$650K +$9.73K +158 +2%
APP
939
Avantax Planning Partners
Iowa
$650K +$12.3K +200 +2%
XT
940
XTX Topco
Cayman Islands
$649K +$641K +10,399 New
IFG
941
Independent Financial Group
California
$645K +$27.4K +444 +4%
TI
942
Truehand Inc
New Hampshire
$644K
HPC
943
Hobart Private Capital
North Carolina
$643K -$9.73K -158 -2%
OFS
944
Oldfather Financial Services
Nebraska
$641K
HIIFS
945
Harel Insurance Investments & Financial Services
Israel
$639K -$99.4K -1,613 -34%
JAG
946
Journey Advisory Group
Kentucky
$638K +$114K +1,846 +22%
CAM
947
Costello Asset Management
Pennsylvania
$637K -$37.6K -611 -6%
JWCA
948
J.W. Cole Advisors
Florida
$637K -$1.35K -22 -0.2%
OWP
949
Obermeyer Wealth Partners
Colorado
$634K +$34.4K +558 +6%
CBB
950
Citizens Business Bank
California
$630K +$98.7K +1,602 +19%

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.