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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
SS
1176
Simplicity Solutions
Minnesota
$361K +$57.2K +929 +19%
SMC
1177
Smith, Moore & Co
Missouri
$361K +$94.9K +1,541 +36%
PRWA
1178
Platte River Wealth Advisors
Colorado
$360K -$997K -16,181 -74%
NAM
1179
NorthCoast Asset Management
Connecticut
$360K +$1.11K +18 +0.3%
BA
1180
Bluesphere Advisors
Pennsylvania
$359K -$21.9K -356 -6%
FNBOO
1181
First National Bank of Omaha
Nebraska
$358K
CPO
1182
Cerity Partners OCIO
New York
$357K +$108K +1,761 +45%
FANJ
1183
Financial Architects (New Jersey)
New Jersey
$355K +$123 +2 +0%
AFG
1184
Allegheny Financial Group
Pennsylvania
$354K -$431 -7 -0.1%
CF
1185
Corrigan Financial
Rhode Island
$352K
PA
1186
Procyon Advisors
Connecticut
$352K -$15.3K -248 -4%
HCM
1187
Howland Capital Management
Massachusetts
$351K +$61.6K +1,000 +22%
TU
1188
TDAM USA
Ontario, Canada
$350K -$246K -3,994 -42%
NW
1189
NewEdge Wealth
Pennsylvania
$349K -$88.8K -1,441 -20%
1W
1190
1776 Wealth
Georgia
$347K -$185 -3 -0.1%
MFGM
1191
Marshall Financial Group (Maryland)
Maryland
$346K
BAS
1192
Brown Advisory Securities
Maryland
$344K -$14.7K -239 -4%
AA
1193
Advisory Alpha
Michigan
$344K +$47.1K +764 +16%
PNC
1194
Park National Corp
Ohio
$343K -$1.91K -31 -0.6%
AWA
1195
Arkadios Wealth Advisors
Georgia
$343K +$152K +2,473 +82%
HFG
1196
Heron Financial Group
New York
$342K -$6.04K -98 -2%
HFP
1197
Holistic Financial Partners
Indiana
$342K -$493 -8 -0.1%
HPWM
1198
Highland Private Wealth Management
Washington
$342K +$6.59K +107 +2%
MCM
1199
Manchester Capital Management
Vermont
$341K +$3.39K +55 +1%
FMWA
1200
Forvis Mazars Wealth Advisors
Missouri
$339K -$31.9K -517 -9%

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.