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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
EH
1101
Equitable Holdings
New York
$502K +$64.9K +1,028 +15%
WDC
1102
Woodward Diversified Capital
California
$501K +$21K +333 +4%
TFM
1103
TFC Financial Management
Massachusetts
$500K
BWAM
1104
Boyd Watterson Asset Management
Ohio
$499K -$321K -5,089 -39%
JIP
1105
Jaffetilchin Investment Partners
Florida
$499K -$758 -12 -0.1%
PWP
1106
Principle Wealth Partners
Connecticut
$499K
LA
1107
Lakeside Advisors
Washington
$499K +$25.3K +400 +5%
LNB
1108
Ledyard National Bank
$499K +$31.6K +500 +7%
FMWA
1109
Forvis Mazars Wealth Advisors
Missouri
$499K +$69K +1,093 +16%
SP
1110
Symmetry Partners
Connecticut
$498K
BFM
1111
Boothbay Fund Management
New York
$498K +$185K +2,929 +58%
KIC
1112
Keating Investment Counselors
Florida
$496K -$22.1K -350 -4%
MC
1113
Maverick Capital
Texas
$495K +$504K +7,974 New
MAG
1114
MRA Advisory Group
New Jersey
$494K
9WM
1115
9258 Wealth Management
Ohio
$494K +$30.5K +483 +6%
PFBT
1116
Parkside Financial Bank & Trust
Missouri
$491K -$5.81K -92 -1%
WA
1117
Waverly Advisors
Alabama
$491K -$3.22K -51 -0.6%
MFC
1118
Morris Financial Concepts
South Carolina
$489K +$21K +333 +4%
FHA
1119
First Horizon Advisors
Tennessee
$488K +$66K +1,045 +15%
HCM
1120
Howland Capital Management
Massachusetts
$487K +$63.2K +1,000 +15%
FAIM
1121
Financial Advocates Investment Management
Washington
$485K -$21.9K -347 -4%
MSCM
1122
McElhenny Sheffield Capital Management
Texas
$484K
MWM
1123
Minot Wealth Management
Massachusetts
$484K +$1.45K +23 +0.3%
LW
1124
Linscomb Wealth
Texas
$482K -$12.6K -200 -3%
KS
1125
Karpas Strategies
Connecticut
$482K

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.