We are live on ! Find out more
MDLZ icon

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
CF
1001
Centaurus Financial
California
$542K +$25.7K +417 +5%
BWM
1002
Buckley Wealth Management
Nevada
$541K +$11K +178 +2%
MBT
1003
Montecito Bank & Trust
California
$537K
JIP
1004
Jaffetilchin Investment Partners
Florida
$537K +$67.9K +1,102 +15%
MIC
1005
Meridian Investment Counsel
California
$535K
VFPI
1006
Vantage Financial Partners (Illinois)
Illinois
$535K
EFS
1007
Essex Financial Services
Connecticut
$534K
EWM
1008
Empirical Wealth Management
Washington
$534K +$3.45K +56 +0.7%
JCM
1009
Jacobi Capital Management
Pennsylvania
$532K +$1.85K +30 +0.4%
MWM
1010
Minot Wealth Management
Massachusetts
$530K +$8.13K +132 +2%
GC
1011
Gratus Capital
Georgia
$529K +$62 +1 +0%
RFO
1012
RiverGlades Family Offices
Florida
$528K
PLFAM
1013
Pineno Levin & Ford Asset Management
Virginia
$526K
CW
1014
CreativeOne Wealth
Kansas
$526K +$27.7K +450 +6%
KIC
1015
Keating Investment Counselors
Florida
$525K -$12.3K -200 -2%
AMC
1016
Asset Management Corp
Illinois
$525K +$14.4K +233 +3%
LNB
1017
Ledyard National Bank
$522K -$59.7K -969 -10%
PWPS
1018
Pinnacle Wealth Planning Services
Ohio
$520K -$33.5K -543 -6%
SWA
1019
Sutton Wealth Advisors
Florida
$520K
TCM
1020
Teza Capital Management
Illinois
$519K -$4.01M -65,030 -89%
KA
1021
KLCM Advisors
Wisconsin
$519K +$32K +520 +7%
DDC
1022
DF Dent & Co
Maryland
$519K +$50K +812 +11%
CL
1023
Choreo LLC
Illinois
$516K -$3.94K -64 -0.8%
PL
1024
Plancorp LLC
Missouri
$516K -$2.1K -34 -0.4%
SFA
1025
Sequoia Financial Advisors
Ohio
$516K +$178K +2,897 +54%

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.