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Mondelez International

1,963 hedge funds and large institutions have $69.4B invested in Mondelez International in 2024 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 724 increasing their positions, 803 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $305M | Put options by funds: $230M

2% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 131

0.24% less ownership

Funds ownership: 79.26%79.03% (-0.24%)

10% less repeat investments, than reductions

Existing positions increased: 724 | Existing positions reduced: 803

1% less funds holding

Funds holding: 1,9911,963 (-28)

7% less capital invested

Capital invested by funds: $74.7B → $69.4B (-$5.35B)

60% less funds holding in top 10

Funds holding in top 10: 156 (-9)

Holders
1,963
Holders Change
-28
Holders Change %
-1.41%
% of All Funds
28.35%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.09%
New
133
Increased
724
Reduced
803
Closed
131
Calls
$305M
Puts
$230M
Net Calls
+$74.7M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
1026
Cadence Bank
Mississippi
$742K -$10.4K -151 -1%
CAC
1027
Core Alternative Capital
Georgia
$742K +$2.33K +34 +0.3%
VNA
1028
Valley National Advisers
Pennsylvania
$739K +$80.4K +1,172 +12%
PCA
1029
Pallas Capital Advisors
Massachusetts
$738K +$173K +2,516 +30%
BL
1030
Balentine LLC
Georgia
$737K -$1.99M -29,055 -72%
GWMR
1031
GC Wealth Management RIA
Massachusetts
$729K -$19.6K -285 -2%
KCM
1032
Kathmere Capital Management
Pennsylvania
$729K -$247K -3,607 -24%
I2I
1033
Insight 2811 Inc
Illinois
$725K
WCM
1034
Whitener Capital Management
North Carolina
$725K +$59.1K +861 +8%
PMFA
1035
Plante Moran Financial Advisors
Michigan
$725K +$14.5K +211 +2%
DWA
1036
Douglass Winthrop Advisors
New York
$719K -$139K -2,025 -16%
AO
1037
Advisor OS
Illinois
$713K +$159K +2,319 +27%
AFT
1038
Alpha Family Trust
California
$711K +$109K +1,585 +17%
CIC
1039
Carnegie Investment Counsel
Ohio
$710K -$56.5K -823 -7%
MWA
1040
Midland Wealth Advisors
Illinois
$710K +$94.4K +1,376 +15%
LIM
1041
Leavell Investment Management
Alabama
$703K +$13.4K +196 +2%
WIA
1042
Westbourne Investment Advisors
Maryland
$702K
EB
1043
Exchange Bank
California
$702K +$4.87K +71 +0.7%
CWM
1044
Connecticut Wealth Management
Connecticut
$701K +$131K +1,903 +22%
ZIM
1045
Zacks Investment Management
Illinois
$701K -$279K -4,071 -28%
ONB
1046
Old National Bancorp
Indiana
$700K -$754K -10,984 -51%
DAM
1047
Delta Asset Management
Tennessee
$700K
SWIM
1048
Smallwood Wealth Investment Management
New Jersey
$699K -$74.1K -1,080 -9%
SAG
1049
SageView Advisory Group
California
$699K -$48.4K -706 -6%
CGL
1050
Clarius Group LLC
Washington
$698K -$44.6K -650 -6%

MDLZ Hedge Fund Activity: Q2 2024 in Review

1,963 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q2 2024, worth a combined $69.4B — down 7.2% from $74.7B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new MDLZ positions and 131 closed out — a net gain of 2 holders — while 724 added to existing stakes and 803 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $845M. The largest seller was T. Rowe Price Associates, cutting an estimated $932M.

  • 1,963 institutional investors held Mondelez International (MDLZ) as of Q2 2024, down from 1,991 in Q1 2024.
  • Funds reported $69.4B of Mondelez International stock for Q2 2024, down 7.2% quarter-over-quarter.
  • 133 funds opened new Mondelez International positions in Q2 2024 and 131 closed out, a net change of +2 holders.
  • The largest Mondelez International buyer in Q2 2024 was GQG Partners, an estimated $845M added.
  • The largest Mondelez International seller in Q2 2024 was T. Rowe Price Associates, an estimated $932M sold.

Based on aggregated 13F filings for Q2 2024.