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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
CAM
926
Columbia Asset Management
Michigan
$806K +$820K +12,987 New
RIM
927
Reynolds Investment Management
South Carolina
$804K -$2.46K -39 -0.3%
WAP
928
Wealthcare Advisory Partners
Pennsylvania
$803K +$17K +269 +2%
MWA
929
Meridian Wealth Advisors
Texas
$803K +$88.1K +1,395 +12%
FBFS
930
First Business Financial Services
Wisconsin
$802K -$3.98K -63 -0.5%
MIAN
931
Mariner Independent Advisor Network
Kansas
$801K +$57.1K +904 +8%
VCA
932
Verdence Capital Advisors
Maryland
$798K +$3.6K +57 +0.4%
MPWT
933
MassMutual Private Wealth & Trust
Connecticut
$795K -$32.8K -519 -4%
BBA
934
BLB&B Advisors
Pennsylvania
$795K -$24.3K -385 -3%
GIM
935
Guardian Investment Management
California
$794K -$6.32K -100 -0.8%
SWIM
936
Smallwood Wealth Investment Management
New Jersey
$794K
SCF
937
Sante Capital Fund
Texas
$789K +$802K +12,700 New
PMG
938
ProVise Management Group
Florida
$786K -$56.9K -900 -7%
CAC
939
Core Alternative Capital
Georgia
$783K +$236K +3,736 +42%
SIA
940
Strategic Investment Advisors
Michigan
$779K -$23.1K -366 -3%
SFG
941
StrategIQ Financial Group
Indiana
$779K +$2.65K +42 +0.3%
GIA
942
Gladstone Institutional Advisory
Florida
$778K -$113K -1,796 -13%
BHBT
943
Burke & Herbert Bank & Trust
Virginia
$776K -$20.2K -319 -2%
CAM
944
Cozad Asset Management
Illinois
$775K -$45.8K -725 -5%
EIP
945
Epoch Investment Partners
New York
$774K +$77K +1,219 +11%
Verition Fund Management
946
Verition Fund Management
Connecticut
$771K -$4.19M -66,374 -84%
CIC
947
Carnegie Investment Counsel
Ohio
$769K +$37K +585 +5%
EWM
948
Empirical Wealth Management
Washington
$767K -$1.04M -16,537 -57%
OIA
949
OneDigital Investment Advisors
Kansas
$763K +$98.9K +1,566 +15%
MSS
950
Mitchell Sinkler & Starr
Pennsylvania
$759K

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.