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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
MMPW
951
Mitchell McLeod Pugh & Williams
Alabama
$629K -$15.7K -255 -2%
CCWA
952
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$628K -$22.7K -368 -4%
SICM
953
Sustainable Insight Capital Management
New York
$628K +$619K +10,050 New
BCM
954
Brookstone Capital Management
Illinois
$626K +$50.9K +827 +9%
CCM
955
Community Capital Management
Florida
$625K +$246K +4,000 +67%
PCM
956
Pointe Capital Management
Michigan
$623K -$15.2K -247 -2%
ECM
957
Evergreen Capital Management
Washington
$622K +$55.7K +904 +10%
SWMP
958
Signature Wealth Management Partners
New Jersey
$621K
HCM
959
Hilton Capital Management
New York
$620K -$16K -260 -3%
GW
960
GW & Wade
Massachusetts
$619K -$11.5K -187 -2%
XF
961
XML Financial
Maryland
$619K +$4.99K +81 +0.8%
WAP
962
Wealthcare Advisory Partners
Pennsylvania
$618K -$1.79K -29 -0.3%
EHWM
963
Eads & Heald Wealth Management
Georgia
$616K
CIC
964
Cincinnati Indemnity Company
Ohio
$609K
SMFG
965
Sumitomo Mitsui Financial Group
Japan
$608K -$188K -3,048 -24%
DBT
966
Dubuque Bank & Trust
Iowa
$608K -$35K -568 -6%
NRS
967
Neville Rodie & Shaw
New York
$608K +$96K +1,558 +19%
CL
968
CSS LLC
Illinois
$602K -$104K -1,694 -15%
MIM
969
MTM Investment Management
South Carolina
$602K +$246 +4 +0%
WA
970
WBH Advisory
Maryland
$601K +$6.59K +107 +1%
OWA
971
Outlook Wealth Advisors
Texas
$600K +$37.5K +609 +7%
IAN
972
Integrated Advisors Network
Texas
$598K -$47.1K -765 -7%
DMBA
973
Deseret Mutual Benefit Administrators
Utah
$595K +$587K +9,535 New
VWM
974
Valley Wealth Managers
New Jersey
$594K
TSWM
975
Triangle Securities Wealth Management
North Carolina
$593K -$4.25K -69 -0.7%

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.