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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
TPWA
1151
TRUE Private Wealth Advisors
Oregon
$380K +$2.65K +43 +0.7%
WDC
1152
Woodward Diversified Capital
California
$379K -$6.78K -110 -2%
MRCM
1153
M&R Capital Management
New Jersey
$377K -$6.1K -99 -2%
EH
1154
Equitable Holdings
New York
$375K -$57.3K -930 -13%
AWM
1155
Altavista Wealth Management
North Carolina
$374K
CRWM
1156
Castle Rock Wealth Management
California
$372K
LFAS
1157
Level Four Advisory Services
Texas
$370K -$37.5K -608 -9%
CIAS
1158
Capital Investment Advisory Services
North Carolina
$370K -$18.4K -298 -5%
FHA
1159
First Horizon Advisors
Tennessee
$369K -$11.6K -189 -3%
SIC
1160
Samalin Investment Counsel
New York
$369K +$10.2K +165 +3%
RIG
1161
Roosevelt Investment Group
New York
$367K -$13.9K -225 -4%
WDA
1162
Wendell David Associates
New Hampshire
$367K -$739 -12 -0.2%
IAM
1163
Infusive Asset Management
New York
$366K -$43K -698 -11%
ISWM
1164
Independent Solutions Wealth Management
New York
$366K +$101K +1,634 +39%
SPWG
1165
Sage Private Wealth Group
Illinois
$365K +$1.17K +19 +0.3%
MWM
1166
Meridian Wealth Management
Kentucky
$364K +$359K +5,824 New
MC
1167
Machina Capital
France
$364K +$359K +5,835 New
PCS
1168
Personal CFO Solutions
New Jersey
$363K +$3.63K +59 +1%
QCM
1169
Quest Capital Management
Texas
$363K +$25.1K +407 +8%
SIM
1170
Sonora Investment Management
Arizona
$363K +$25.9K +421 +8%
CT
1171
Columbia Trust
Oregon
$363K +$37.4K +607 +12%
FPCG
1172
Fort Pitt Capital Group
Pennsylvania
$363K +$358K +5,810 New
AssetMark Inc
1173
AssetMark Inc
California
$362K +$8.13K +132 +2%
HH
1174
Hilltop Holdings
Texas
$362K +$21.7K +353 +6%
MIH
1175
Meitav Investment House
Israel
$362K +$357K +5,800 New

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.