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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
CCG
1126
Ceeto Capital Group
Florida
$480K
AWA
1127
Arete Wealth Advisors
Illinois
$480K +$5.81K +92 +1%
RFO
1128
RiverGlades Family Offices
Florida
$478K
PWMG
1129
Prestige Wealth Management Group
New Jersey
$478K +$11.3K +179 +2%
IIM
1130
Ipswich Investment Management
Massachusetts
$477K +$126 +2 +0%
PNC
1131
Park National Corp
Ohio
$476K +$134K +2,127 +38%
TIM
1132
Tevis Investment Management
Texas
$474K
FPCG
1133
Fort Pitt Capital Group
Pennsylvania
$473K
SIC
1134
Schwartz Investment Counsel
Michigan
$472K -$1.32M -20,900 -73%
RIA
1135
Realta Investment Advisors
Delaware
$469K -$38K -602 -8%
CT
1136
Columbia Trust
Oregon
$468K +$68.5K +1,084 +17%
LFA
1137
Landmark Financial Advisors
Kentucky
$467K +$27.9K +441 +6%
JWBC
1138
John W. Bristol & Co
New York
$466K
AWM
1139
Aries Wealth Management
Maine
$466K +$474K +7,500 New
VFPI
1140
Vantage Financial Partners (Illinois)
Illinois
$465K -$6.32K -100 -1%
HTHT
1141
Hemenway Trust Hemenway Trust
New Hampshire
$464K -$20.4K -323 -4%
DAM
1142
Delta Asset Management
Tennessee
$463K
CIAS
1143
Capital Investment Advisory Services
North Carolina
$463K +$1.77K +28 +0.4%
PWM
1144
Perigon Wealth Management
California
$463K +$25.4K +402 +6%
Nomura Holdings
1145
Nomura Holdings
Japan
$462K -$1.23M -19,396 -72%
CW
1146
CreativeOne Wealth
Kansas
$461K -$25K -396 -5%
DU
1147
Delphia (USA)
Ontario, Canada
$460K +$468K +7,405 New
UAML
1148
US Asset Management LLC
Pennsylvania
$459K
FNBOO
1149
First National Bank of Omaha
Nebraska
$458K -$22.3K -353 -5%
Aristotle Capital Management
1150
Aristotle Capital Management
California
$458K -$12.6K -200 -3%

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.