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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
OPS
951
Orion Portfolio Solutions
Nebraska
$758K -$119K -1,877 -13%
HL
952
HeadInvest LLC
Maine
$758K
PCM
953
Pointe Capital Management
Michigan
$758K
FNT
954
First Nebraska Trust
Nebraska
$753K
DBRC
955
D.B. Root & Company
Pennsylvania
$747K -$5.56K -88 -0.7%
5L
956
55I LLC
Massachusetts
$747K +$496K +7,853 +188%
FLI
957
Family Legacy Inc
South Carolina
$741K +$190 +3 +0%
DLA
958
Douglas Lane & Associates
New York
$741K +$18.3K +289 +2%
HWAM
959
Hennion & Walsh Asset Management
New Jersey
$736K +$141K +2,229 +23%
Dodge & Cox
960
Dodge & Cox
California
$735K
CA
961
Clearstead Advisors
Ohio
$733K +$1.96K +31 +0.3%
HIC
962
Holderness Investments Company
North Carolina
$727K -$67.5K -1,068 -8%
AG
963
Ascent Group
Virginia
$725K +$72.8K +1,153 +11%
PCM
964
Prelude Capital Management
New York
$722K +$483K +7,641 +192%
IMOV
965
Investment Management of Virginia
Virginia
$720K
WANY
966
Wealthspire Advisors (New York)
New York
$718K +$132K +2,096 +22%
ANTB
967
AMG National Trust Bank
Colorado
$717K -$30.4K -482 -4%
MWM
968
Meridian Wealth Management
Kentucky
$716K +$352K +5,571 +93%
PMFA
969
Plante Moran Financial Advisors
Michigan
$715K +$318K +5,035 +78%
DCM
970
Dupont Capital Management
Delaware
$714K -$43.3K -685 -6%
MRCM
971
M&R Capital Management
New Jersey
$714K +$80.9K +1,281 +13%
FG
972
Foster Group
Iowa
$713K +$13.2K +209 +2%
KCM
973
Kanawha Capital Management
Virginia
$712K +$8.34K +132 +1%
SSWM
974
Sheets Smith Wealth Management
North Carolina
$709K +$63 +1 +0%
CWM
975
Cornerstone Wealth Management
Missouri
$709K +$30.7K +486 +4%

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.