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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
RCM
1026
Raleigh Capital Management
North Carolina
$617K +$63.6K +1,007 +11%
IAN
1027
Integrated Advisors Network
Texas
$615K -$160K -2,531 -20%
LC
1028
LCNB Corp
Ohio
$613K -$49K -775 -7%
QCG
1029
Quadrant Capital Group
Ohio
$613K -$15K -238 -2%
NF
1030
NTB Financial
Colorado
$612K
SSA
1031
Schonfeld Strategic Advisors
New York
$611K +$173K +2,733 +38%
CIC
1032
Cincinnati Indemnity Company
Ohio
$605K
CCT
1033
Capital City Trust
Florida
$602K +$56.9K +900 +10%
APP
1034
Avantax Planning Partners
Iowa
$599K -$33.5K -531 -5%
CB
1035
Community Bank
New York
$598K +$4.3K +68 +0.7%
GBT
1036
Grove Bank & Trust
Florida
$595K -$143K -2,260 -19%
CAG
1037
Crestwood Advisors Group
Massachusetts
$593K -$43.4K -687 -7%
EHWM
1038
Eads & Heald Wealth Management
Georgia
$591K
DBT
1039
Dubuque Bank & Trust
Iowa
$590K +$24.8K +393 +4%
SIM
1040
Sentry Investment Management
Wisconsin
$588K -$117K -1,846 -16%
SIA
1041
Schechter Investment Advisors
Michigan
$587K +$226K +3,583 +61%
EAM
1042
Erste Asset Management
Austria
$586K -$595K -9,419 -50%
PA
1043
Procyon Advisors
Connecticut
$585K +$695 +11 +0.1%
LFM
1044
LGT Fund Management
Liechtenstein
$584K
PJSIMP
1045
P.J. Schmidt Investment Management (PJS)
Wisconsin
$581K -$230K -3,640 -29%
PWM
1046
PBMares Wealth Management
Virginia
$579K -$139K -2,196 -19%
DWA
1047
Douglass Winthrop Advisors
New York
$579K -$66.3K -1,050 -10%
ZCA
1048
Zeke Capital Advisors
Pennsylvania
$577K -$10.7K -170 -2%
CI
1049
CX Institutional
Indiana
$575K -$474K -7,496 -45%
ST
1050
Spinnaker Trust
Maine
$574K +$120K +1,900 +26%

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.