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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
ESBC
1026
E.S. Barr & Co
Kentucky
$513K +$37K +600 +8%
SVWAG
1027
Sound View Wealth Advisors Group
Georgia
$512K -$43.6K -707 -8%
SCA
1028
Stonebridge Capital Advisors
Minnesota
$512K +$258K +4,194 +98%
IWM
1029
IHT Wealth Management
Illinois
$511K -$38.9K -631 -7%
LW
1030
Linscomb Wealth
Texas
$510K -$7.7K -125 -2%
FNT
1031
First National Trust
Pennsylvania
$508K -$16.7K -271 -3%
WJWM
1032
Williams Jones Wealth Management
New York
$508K +$10.2K +165 +2%
CAM
1033
Cozad Asset Management
Illinois
$507K -$314K -5,100 -39%
LSAG
1034
Lake Street Advisors Group
New Hampshire
$507K -$243K -3,937 -33%
PP
1035
Patten & Patten
Tennessee
$506K -$42.3K -686 -8%
TWP
1036
Tempus Wealth Planning
California
$504K
TFM
1037
TFC Financial Management
Massachusetts
$503K
CHAM
1038
Clear Harbor Asset Management
Connecticut
$501K +$11.9K +193 +2%
TSS
1039
Two Sigma Securities
New York
$499K -$122K -1,975 -20%
TNB
1040
Thomasville National Bank
Georgia
$499K +$232K +3,765 +89%
IWC
1041
Integrated Wealth Concepts
Massachusetts
$495K +$136K +2,207 +39%
WA
1042
Waverly Advisors
Alabama
$495K +$481K +7,810 New
GRP
1043
Global Retirement Partners
California
$492K -$67.3K -1,093 -12%
PWW
1044
Pettyjohn Wood & White
Virginia
$490K -$12.8K -207 -3%
BWP
1045
BSW Wealth Partners
Colorado
$490K +$62K +1,006 +15%
KIG
1046
Kowal Investment Group
Wisconsin
$488K -$15.3K -249 -3%
EWM
1047
Evermay Wealth Management
Virginia
$488K
PWP
1048
Principle Wealth Partners
Connecticut
$488K
TSW
1049
Thompson Siegel & Walmsley
Virginia
$488K
IC
1050
Inscription Capital
Texas
$488K +$481K +7,809 New

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.