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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
ST
1076
Spinnaker Trust
Maine
$461K
PMFA
1077
Plante Moran Financial Advisors
Michigan
$459K -$117K -1,896 -21%
FBB
1078
Fulton Breakefield Broenniman
Maryland
$459K -$48.9K -794 -10%
ARMC
1079
American Research & Management Company
Massachusetts
$459K
RWA
1080
Ropes Wealth Advisors
Massachusetts
$457K +$166K +2,689 +58%
NQWM
1081
Northwest Quadrant Wealth Management
Oregon
$455K +$1.66K +27 +0.4%
KS
1082
Karpas Strategies
Connecticut
$453K
BFPW
1083
BOK Financial Private Wealth
Colorado
$452K -$179K -2,906 -29%
BJL
1084
Brighton Jones LLC
Washington
$452K -$27.4K -444 -6%
CA
1085
Clearstead Advisors
Ohio
$452K +$4.99K +81 +1%
GIA
1086
Gladstone Institutional Advisory
Florida
$452K +$42.1K +683 +10%
MAM
1087
Madison Asset Management
Wisconsin
$450K
MSFS
1088
Main Street Financial Solutions
Pennsylvania
$450K
9WM
1089
9258 Wealth Management
Ohio
$450K +$17.4K +282 +4%
SIG
1090
Sargent Investment Group
Maryland
$449K
Alyeska Investment Group
1091
Alyeska Investment Group
Illinois
$449K +$443K +7,190 New
CIA
1092
Choate Investment Advisors
Massachusetts
$447K -$17.8K -289 -4%
JAFL
1093
Jay A. Fishman Ltd
Michigan
$446K
MC
1094
Montag & Caldwell
Georgia
$443K
PK
1095
Pflug Koory
Nebraska
$441K
CST
1096
Charles Schwab Trust
Nevada
$440K +$181K +2,930 +71%
BHWM
1097
Bar Harbor Wealth Management
New Hampshire
$439K -$924 -15 -0.2%
CA
1098
CGN Advisors
Kansas
$439K +$10.1K +164 +2%
OPTFSNA
1099
Old Point Trust & Financial Services N A
Virginia
$439K +$17K +276 +4%
RWM
1100
Ritholtz Wealth Management
New York
$438K +$127K +2,068 +42%

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.