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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
SFG
1126
Summit Financial Group
West Virginia
$409K +$98.6K +1,600 +32%
BCA
1127
Berman Capital Advisors
Georgia
$406K +$54.7K +888 +16%
PWMG
1128
Pinnacle Wealth Management Group
Michigan
$406K +$400K +6,499 New
EAM
1129
Erste Asset Management
Austria
$406K +$143K +2,324 +56%
AWM
1130
Apollon Wealth Management
South Carolina
$405K -$8.13K -132 -2%
CCC
1131
Crescent Capital Consulting
Louisiana
$405K
BOPW
1132
Brandywine Oak Private Wealth
Pennsylvania
$404K +$399K +6,471 New
OFW
1133
Omnia Family Wealth
Florida
$401K
CCT
1134
Country Club Trust
Missouri
$397K -$10K -163 -2%
WB
1135
Webster Bank
Connecticut
$395K
MWM
1136
Mission Wealth Management
California
$394K -$83.3K -1,352 -18%
ADL
1137
Asset Dedication LLC
California
$393K +$20K +325 +5%
OCM
1138
One Capital Management
California
$392K +$387K +6,289 New
BP
1139
Ballentine Partners
Massachusetts
$391K -$578K -9,388 -60%
MLFP
1140
MPS Loria Financial Planners
Illinois
$391K -$82.1K -1,332 -18%
OSNBOA
1141
Old Second National Bank of Aurora
Illinois
$390K -$29.8K -483 -7%
EI
1142
Ellevest Inc
New York
$390K +$80.4K +1,305 +26%
IA
1143
IFG Advisors
Missouri
$388K +$6.34K +103 +2%
DA
1144
Doliver Advisors
Texas
$387K -$7.95K -129 -2%
CWC
1145
Carolinas Wealth Consulting
North Carolina
$387K -$4.25K -69 -1%
IF
1146
Intrua Financial
Texas
$386K -$43.2K -701 -10%
B
1147
Bellecapital
Switzerland
$384K
MFA
1148
Mayflower Financial Advisors
Massachusetts
$384K +$26.4K +428 +7%
Jacobs Levy Equity Management
1149
Jacobs Levy Equity Management
New Jersey
$383K -$12.4M -200,931 -97%
PSP
1150
Principal Street Partners
Tennessee
$383K -$529K -8,586 -58%

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.