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Mondelez International

1,990 hedge funds and large institutions have $74.7B invested in Mondelez International in 2024 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 738 increasing their positions, 785 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 116

0% less funds holding

Funds holding: 1,9991,990 (-9)

0.89% less ownership

Funds ownership: 80.16%79.26% (-0.89%)

6% less repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 785

5% less capital invested

Capital invested by funds: $79B → $74.7B (-$4.29B)

27% less call options, than puts

Call options by funds: $314M | Put options by funds: $430M

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

Holders
1,990
Holders Change
-9
Holders Change %
-0.45%
% of All Funds
28.67%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.22%
New
139
Increased
738
Reduced
785
Closed
116
Calls
$314M
Puts
$430M
Net Calls
-$116M
Net Calls Change
-$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
76
Credit Suisse
Switzerland
$141M +$27.1M +371,533 +22%
Mitsubishi UFJ Asset Management
77
Mitsubishi UFJ Asset Management
Japan
$130M +$17.9M +245,701 +15%
RG
78
Rathbones Group
United Kingdom
$130M +$2.63M +35,997 +2%
AllianceBernstein
79
AllianceBernstein
Tennessee
$126M -$12.3M -168,367 -9%
CB
80
Commerce Bank
Missouri
$120M -$71.4K -978 -0.1%
Victory Capital Management
81
Victory Capital Management
Texas
$119M +$68.8K +943 +0.1%
EAM
82
Eagle Asset Management
Florida
$117M -$2.02M -27,691 -2%
CI Investments Inc
83
CI Investments Inc
Ontario, Canada
$108M -$24.1M -330,438 -18%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$108M +$2.92M +40,018 +3%
AM
85
AGF Management
Ontario, Canada
$106M -$3.37M -46,217 -3%
Principal Financial Group
86
Principal Financial Group
Iowa
$106M -$1.16M -15,859 -1%
APG Asset Management
87
APG Asset Management
Netherlands
$105M +$2.93M +40,073 +3%
HighTower Advisors
88
HighTower Advisors
Illinois
$104M -$2.37M -32,491 -2%
ProShare Advisors
89
ProShare Advisors
Maryland
$104M +$18.3M +251,228 +20%
CFC
90
Cincinnati Financial Corp
Ohio
$101M
Holocene Advisors
91
Holocene Advisors
New York
$101M -$129M -1,767,649 -55%
Canada Life
92
Canada Life
Manitoba, Canada
$95.3M +$1.65M +22,588 +2%
Acadian Asset Management
93
Acadian Asset Management
Massachusetts
$92.7M -$25.6M -351,364 -21%
LPL Financial
94
LPL Financial
California
$92.7M +$5.79M +79,282 +6%
HMP
95
HS Management Partners
New York
$92M -$26M -356,515 -21%
SAM
96
Storebrand Asset Management
Norway
$89M -$5.12M -70,193 -5%
Mirae Asset Global Investments
97
Mirae Asset Global Investments
South Korea
$88.8M -$2.68M -36,776 -3%
JFL
98
Jarislowsky, Fraser Ltd
Quebec, Canada
$88M +$83.3K +1,141 +0.1%
US Bancorp
99
US Bancorp
Minnesota
$86.9M +$56.1K +768 +0.1%
New York State Teachers Retirement System (NYSTRS)
100
New York State Teachers Retirement System (NYSTRS)
New York
$86.1M -$3.95M -54,084 -4%

MDLZ Hedge Fund Activity: Q1 2024 in Review

1,990 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q1 2024, worth a combined $74.7B — down 5.4% from $79B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new MDLZ positions and 116 closed out — a net gain of 23 holders — while 738 added to existing stakes and 785 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.22B. The largest seller was Morgan Stanley, cutting an estimated $1.59B.

  • 1,990 institutional investors held Mondelez International (MDLZ) as of Q1 2024, down from 1,999 in Q4 2023.
  • Funds reported $74.7B of Mondelez International stock for Q1 2024, down 5.4% quarter-over-quarter.
  • 139 funds opened new Mondelez International positions in Q1 2024 and 116 closed out, a net change of +23 holders.
  • The largest Mondelez International buyer in Q1 2024 was JP Morgan Chase, an estimated $1.22B added.
  • The largest Mondelez International seller in Q1 2024 was Morgan Stanley, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2024.