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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
WCM
976
Whitener Capital Management
North Carolina
$706K +$7.58K +120 +1%
MOS
977
MGO One Seven
Ohio
$699K +$41.3K +653 +6%
BOH
978
Bank of Hawaii
Hawaii
$697K -$6K -95 -0.8%
PL
979
Pluribus Labs
California
$695K +$707K +11,189 New
OCG
980
Opus Capital Group
Ohio
$693K +$4.17K +66 +0.6%
EFS
981
Essex Financial Services
Connecticut
$691K +$7.64K +121 +1%
PGAM
982
Princeton Global Asset Management
New Jersey
$688K -$1.5M -23,739 -68%
CFG
983
Citizens Financial Group
Rhode Island
$688K -$144K -2,281 -17%
AAM
984
AMI Asset Management
California
$687K -$51.8K -820 -7%
BWP
985
BSW Wealth Partners
Colorado
$687K +$11.8K +187 +2%
CA
986
Cortland Associates
Missouri
$683K
OWP
987
Obermeyer Wealth Partners
Colorado
$679K +$7.71K +122 +1%
GW
988
GW & Wade
Massachusetts
$677K +$14.1K +223 +2%
IWC
989
Integrated Wealth Concepts
Massachusetts
$676K +$44.3K +702 +7%
RWM
990
Ritholtz Wealth Management
New York
$676K +$146K +2,314 +27%
RCAG
991
Rehmann Capital Advisory Group
Michigan
$675K -$71.3K -1,129 -9%
HDIM
992
Hanson & Doremus Investment Management
Vermont
$674K -$48.6K -769 -7%
TCOT
993
Trust Company of Toledo
Ohio
$674K +$17.4K +275 +3%
WP
994
WealthSource Partners
California
$673K -$56.9K -900 -8%
BSW
995
Buckingham Strategic Wealth
Missouri
$672K -$27K -428 -4%
WIA
996
Westbourne Investment Advisors
Maryland
$666K
WWM
997
Western Wealth Management
Colorado
$666K +$14.2K +225 +2%
CWS
998
Confluence Wealth Services
Pennsylvania
$666K +$177K +2,800 +37%
PWPS
999
Pinnacle Wealth Planning Services
Ohio
$663K +$90.3K +1,429 +15%
MMG
1000
Monetary Management Group
Missouri
$662K

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.