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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
OFS
1001
Oldfather Financial Services
Nebraska
$661K
SFA
1002
Sequoia Financial Advisors
Ohio
$661K +$149K +2,351 +28%
SWA
1003
Stratos Wealth Advisors
Ohio
$660K +$27.7K +438 +4%
BONST
1004
Bank of Nova Scotia Trust
Ontario, Canada
$658K -$11.1K -176 -2%
CBB
1005
Citizens Business Bank
California
$656K +$5.75K +91 +0.9%
MWM
1006
Modera Wealth Management
New Jersey
$654K +$20.5K +325 +3%
PA
1007
Probity Advisors
Texas
$652K -$17.8K -281 -3%
FF
1008
FourThought Financial
Florida
$652K -$16.8K -266 -2%
FWM
1009
Frontier Wealth Management
Missouri
$650K
FNBTCON
1010
First National Bank & Trust Co of Newtown
Pennsylvania
$647K
MW
1011
Marcum Wealth
Ohio
$641K -$1.33K -21 -0.2%
TA
1012
TFG Advisers
Michigan
$641K +$8.15K +129 +1%
KLCM
1013
KG&L Capital Management
Louisiana
$641K +$143K +2,268 +28%
CCWA
1014
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$638K
SWMP
1015
Signature Wealth Management Partners
New Jersey
$638K
IFG
1016
Independent Financial Group
California
$636K +$6.82K +108 +1%
ACP
1017
Ashfield Capital Partners
California
$633K -$20.2K -320 -3%
1IA
1018
1620 Investment Advisors
Massachusetts
$628K +$27.3K +432 +4%
XF
1019
XML Financial
Maryland
$624K -$104K -1,647 -14%
OWA
1020
Outlook Wealth Advisors
Texas
$624K +$4.17K +66 +0.7%
LIM
1021
Leavell Investment Management
Alabama
$622K +$5.43K +86 +0.9%
EI
1022
Ellevest Inc
New York
$620K +$6.32K +100 +1%
MP
1023
McDonald Partners
Ohio
$619K +$8.28K +131 +1%
GL
1024
Graypoint LLC
New York
$617K -$16.4K -260 -3%
CAM
1025
Costello Asset Management
Pennsylvania
$617K -$5.81K -92 -0.9%

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.