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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
LSAG
1051
Lake Street Advisors Group
New Hampshire
$696K +$29K +422 +4%
CPBTD
1052
Central Pacific Bank - Trust Division
Hawaii
$695K +$16.7K +244 +2%
CCA
1053
Criterion Capital Advisors
Tennessee
$695K -$8.64K -126 -1%
AOI
1054
Auto-Owners Insurance
Michigan
$694K
CRC
1055
Curi RMB Capital
Illinois
$688K +$41.2K +600 +6%
LCGC
1056
Legacy Capital Group California
California
$687K +$721K +10,505 New
LGG
1057
Luts & Greenleigh Group
Maryland
$687K +$720K +10,496 New
LCWP
1058
Legacy Capital Wealth Partners
Arkansas
$683K +$716K +10,429 New
APC
1059
Aspire Private Capital
North Carolina
$675K +$25K +364 +4%
MMG
1060
Monetary Management Group
Missouri
$674K
PFBT
1061
Parkside Financial Bank & Trust
Missouri
$671K -$15.6K -228 -2%
SVWAG
1062
Sound View Wealth Advisors Group
Georgia
$668K -$3.77K -55 -0.5%
MM
1063
MQS Management
New York
$668K -$691K -10,069 -50%
VAS
1064
Valicenti Advisory Services
New York
$666K +$260K +3,790 +59%
ST
1065
Spinnaker Trust
Maine
$665K -$10.1K -147 -1%
WW
1066
Waterfront Wealth
Kansas
$665K +$13.4K +195 +2%
CAG
1067
Csenge Advisory Group
Florida
$664K -$2.88K -42 -0.4%
HDIM
1068
Hanson & Doremus Investment Management
Vermont
$663K -$8.1K -118 -1%
PWP
1069
Principle Wealth Partners
Connecticut
$659K -$2.06K -30 -0.3%
RSWM
1070
Robertson Stephens Wealth Management
California
$659K +$130K +1,896 +23%
CA
1071
Cortland Associates
Missouri
$659K +$3.77K +55 +0.5%
BWM
1072
Buckley Wealth Management
Nevada
$658K -$1.78K -26 -0.3%
HCM
1073
Hall Capital Management
Rhode Island
$658K -$3.43K -50 -0.5%
BTW
1074
Boston Trust Walden
Massachusetts
$654K -$2.13K -31 -0.3%
JWCA
1075
J.W. Cole Advisors
Florida
$654K +$3.64K +53 +0.5%

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.