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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
HCM
1051
Hilton Capital Management
New York
$573K
DDC
1052
DF Dent & Co
Maryland
$570K +$18.3K +290 +3%
ISWM
1053
Independent Solutions Wealth Management
New York
$570K +$236K +3,740 +69%
ETC
1054
Exchange Traded Concepts
Oklahoma
$569K -$5.36M -84,848 -90%
MBT
1055
Montecito Bank & Trust
California
$568K
MIM
1056
MTM Investment Management
South Carolina
$568K +$253 +4 +0%
BJL
1057
Brighton Jones LLC
Washington
$568K +$49K +775 +9%
IGWM
1058
ICA Group Wealth Management
Colorado
$567K +$53.4K +846 +11%
VFP
1059
Verus Financial Partners
Virginia
$562K +$39.7K +628 +7%
Fisher Asset Management
1060
Fisher Asset Management
Washington
$560K -$80.4K -1,272 -12%
SKK
1061
Shepherd Kaplan Krochuk
Massachusetts
$559K
WAAG
1062
Wealth Alliance Advisory Group
Kansas
$559K
PWMAG
1063
Pinnacle Wealth Management Advisory Group
New Jersey
$557K +$78.5K +1,243 +16%
SIAG
1064
Signet Investment Advisory Group
Rhode Island
$556K +$758 +12 +0.1%
PP
1065
Patten & Patten
Tennessee
$556K +$16.9K +268 +3%
DWM
1066
Dakota Wealth Management
Florida
$555K +$63 +1 +0%
NRS
1067
Neville Rodie & Shaw
New York
$553K
BAM
1068
Blueshift Asset Management
New Jersey
$552K -$108K -1,702 -16%
KA
1069
KLCM Advisors
Wisconsin
$550K
MA
1070
Mutual Advisors
Nebraska
$549K +$13.4K +212 +2%
PG
1071
Pendal Group
Australia
$546K -$70K -1,108 -11%
PIM
1072
Perpetual Investment Management
Australia
$546K
BAM
1073
Belpointe Asset Management
Nevada
$543K -$26.1K -413 -5%
MIC
1074
Meridian Investment Counsel
California
$543K
JWCA
1075
J.W. Cole Advisors
Florida
$541K -$105K -1,661 -16%

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.