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Mondelez International

1,963 hedge funds and large institutions have $69.4B invested in Mondelez International in 2024 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 724 increasing their positions, 803 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $305M | Put options by funds: $230M

2% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 131

0.24% less ownership

Funds ownership: 79.26%79.03% (-0.24%)

10% less repeat investments, than reductions

Existing positions increased: 724 | Existing positions reduced: 803

1% less funds holding

Funds holding: 1,9911,963 (-28)

7% less capital invested

Capital invested by funds: $74.7B → $69.4B (-$5.35B)

60% less funds holding in top 10

Funds holding in top 10: 156 (-9)

Holders
1,963
Holders Change
-28
Holders Change %
-1.41%
% of All Funds
28.35%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.09%
New
133
Increased
724
Reduced
803
Closed
131
Calls
$305M
Puts
$230M
Net Calls
+$74.7M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
1126
Obermeyer Wealth Partners
Colorado
$580K -$9.06K -132 -1%
HAS
1127
Holland Advisory Services
Florida
$580K +$3.36K +49 +0.6%
TWM
1128
Trueblood Wealth Management
Ohio
$577K -$617 -9 -0.1%
SCA
1129
Sandy Cove Advisors
Massachusetts
$576K +$66.8K +974 +12%
PL
1130
Plancorp LLC
Missouri
$575K +$2.13K +31 +0.4%
MSAM
1131
Moloney Securities Asset Management
Missouri
$575K +$36K +524 +6%
TNB
1132
Thomasville National Bank
Georgia
$574K +$617 +9 +0.1%
LCM
1133
Landscape Capital Management
New Jersey
$570K +$597K +8,707 New
SIA
1134
Schechter Investment Advisors
Michigan
$568K -$70.3K -1,025 -11%
OCG
1135
Opus Capital Group
Ohio
$568K -$11.9K -173 -2%
BJL
1136
Brighton Jones LLC
Washington
$567K +$20.4K +297 +4%
MWA
1137
Meridian Wealth Advisors
Texas
$567K -$8.23K -120 -1%
ANTB
1138
AMG National Trust Bank
Colorado
$564K +$37.1K +541 +7%
SP
1139
Symmetry Partners
Connecticut
$564K +$90.2K +1,315 +18%
AFTS
1140
American Financial & Tax Strategies
New York
$561K
SIG
1141
Stonegate Investment Group
Alabama
$559K -$237K -3,453 -29%
IWM
1142
IHT Wealth Management
Illinois
$558K -$37.5K -546 -6%
HW
1143
Hancock Whitney
Mississippi
$557K -$1.37K -20 -0.2%
MBT
1144
Montecito Bank & Trust
California
$557K -$12.3K -180 -2%
MSFS
1145
Main Street Financial Solutions
Pennsylvania
$552K +$15.6K +227 +3%
HB
1146
HTLF Bank
Colorado
$551K -$56.3K -821 -9%
FMLI
1147
Fukoku Mutual Life Insurance
Japan
$551K -$37K -540 -6%
SL
1148
Sentry LLC
Tennessee
$550K
LWL
1149
Leo Wealth LLC
Texas
$550K -$5.28K -77 -0.9%
WP
1150
WMS Partners
Maryland
$549K -$9.13K -133 -2%

MDLZ Hedge Fund Activity: Q2 2024 in Review

1,963 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q2 2024, worth a combined $69.4B — down 7.2% from $74.7B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new MDLZ positions and 131 closed out — a net gain of 2 holders — while 724 added to existing stakes and 803 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $845M. The largest seller was T. Rowe Price Associates, cutting an estimated $932M.

  • 1,963 institutional investors held Mondelez International (MDLZ) as of Q2 2024, down from 1,991 in Q1 2024.
  • Funds reported $69.4B of Mondelez International stock for Q2 2024, down 7.2% quarter-over-quarter.
  • 133 funds opened new Mondelez International positions in Q2 2024 and 131 closed out, a net change of +2 holders.
  • The largest Mondelez International buyer in Q2 2024 was GQG Partners, an estimated $845M added.
  • The largest Mondelez International seller in Q2 2024 was T. Rowe Price Associates, an estimated $932M sold.

Based on aggregated 13F filings for Q2 2024.