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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
MSAM
1101
Moloney Securities Asset Management
Missouri
$437K -$7.7K -125 -2%
CFMC
1102
Curbstone Financial Management Corp
New Hampshire
$436K
HCM
1103
Hutner Capital Management
Vermont
$436K
HIM
1104
Hotaling Investment Management
Pennsylvania
$436K +$191K +3,100 +80%
PFBT
1105
Parkside Financial Bank & Trust
Missouri
$435K +$4.68K +76 +1%
RMSCM
1106
R.M. Sincerbeaux Capital Management
New York
$434K
SAM
1107
Strategy Asset Managers
California
$434K +$26.4K +429 +7%
SAM
1108
S.A. Mason
Michigan
$432K -$24.5K -397 -5%
AL
1109
Arnhold LLC
New York
$432K
MFW
1110
Meristem Family Wealth
Minnesota
$432K +$426K +6,920 New
LC
1111
LCNB Corp
Ohio
$431K +$5.54K +90 +1%
HI
1112
Humankind Investments
New York
$431K +$151K +2,456 +55%
RMDI
1113
R.M. Davis Inc
Maine
$429K +$19.1K +310 +5%
CIA
1114
Citadel Investment Advisory
Ohio
$427K
IAIM
1115
International Assets Investment Management
Florida
$426K -$354K -5,750 -46%
VAM
1116
Verity Asset Management
North Carolina
$424K +$136K +2,211 +48%
CSM
1117
CAMG Solamere Management
North Carolina
$420K
GC
1118
Gilbert & Cook
Iowa
$420K +$10K +163 +2%
MCM
1119
Murphy Capital Management
New Jersey
$417K -$4.25K -69 -1%
BIAS
1120
Beacon Investment Advisory Services
New Jersey
$416K -$39.4K -640 -9%
EHC
1121
Everett Harris & Co
California
$416K -$12.6K -205 -3%
JWBC
1122
J.W. Burns & Co
New York
$415K -$67.9K -1,102 -14%
PTP
1123
Platform Technology Partners
New York
$415K +$410K +6,649 New
MTC
1124
McDaniel Terry & Co
Texas
$413K
SSW
1125
Smith Shellnut Wilson
Mississippi
$411K

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.