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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
PWMAG
1176
Pinnacle Wealth Management Advisory Group
New Jersey
$523K -$95K -1,384 -15%
EH
1177
Equitable Holdings
New York
$523K -$33.5K -488 -6%
CAM
1178
Cidel Asset Management
Ontario, Canada
$522K +$13.7K +200 +3%
CWG
1179
Cornerstone Wealth Group
North Carolina
$522K +$3.09K +45 +0.6%
FFA
1180
First Foundation Advisors
California
$521K +$3.57K +52 +0.7%
LI
1181
LRI Investments
Florida
$519K +$412K +6,000 +310%
PWAM
1182
Pinnacle West Asset Management
Wyoming
$518K +$1.51K +22 +0.3%
PP
1183
Patten & Patten
Tennessee
$517K -$64.1K -934 -11%
WAP
1184
Wealthcare Advisory Partners
Pennsylvania
$516K -$423K -6,163 -44%
SPC
1185
Spirepoint Private Client
Florida
$516K -$43.4K -633 -7%
CFO
1186
CVA Family Office
Colorado
$516K +$206 +3 +0%
FNFDCM
1187
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$514K +$274 +4 +0.1%
HOWA
1188
Heritage Oak Wealth Advisors
Florida
$514K +$539K +7,849 New
CCT
1189
Capital City Trust
Florida
$513K -$69K -1,005 -11%
PNC
1190
Park National Corp
Ohio
$512K -$11.2K -163 -2%
MCM
1191
Manchester Capital Management
Vermont
$512K +$30.1K +438 +6%
CCG
1192
Ceeto Capital Group
Florida
$512K
BCG
1193
Breakwater Capital Group
New Jersey
$512K +$2.19K +32 +0.4%
CWP
1194
Cyndeo Wealth Partners
Florida
$511K +$229K +3,344 +75%
WEG
1195
World Equity Group
Illinois
$510K -$409K -5,963 -43%
MSCM
1196
McElhenny Sheffield Capital Management
Texas
$509K
GA
1197
Geller Advisors
New York
$507K +$3.29K +48 +0.6%
EWM
1198
Empirical Wealth Management
Washington
$506K +$40.5K +591 +8%
TIM
1199
Tevis Investment Management
Texas
$503K
IIM
1200
Ipswich Investment Management
Massachusetts
$502K

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.