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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
BCA
1201
Bay Colony Advisors
Massachusetts
$339K +$20.7K +336 +7%
NAS
1202
Nicolet Advisory Services
Wisconsin
$339K +$64.9K +1,054 +24%
AA
1203
Ancora Advisors
Ohio
$338K -$34.3K -557 -9%
LNWTC
1204
Laird Norton Wetherby Trust Company
Washington
$337K -$5.36K -87 -2%
CCM
1205
Compton Capital Management
Rhode Island
$337K
WA
1206
Wealth Architects
California
$337K +$4.87K +79 +1%
BRWM
1207
B. Riley Wealth Management
Tennessee
$336K
FA
1208
Fiducient Advisors
Illinois
$336K
4FG
1209
4Thought Financial Group
New York
$335K +$330K +5,361 New
NIA
1210
Northstar Investment Advisors
Colorado
$333K
WA
1211
Wambolt & Associates
Colorado
$333K +$108K +1,750 +49%
SFG
1212
SNS Financial Group
Minnesota
$332K
1SB
1213
1ST Source Bank
Indiana
$332K +$3.57K +58 +1%
TC
1214
TwinBeech Capital
New York
$332K +$327K +5,310 New
JWM
1215
Jeppson Wealth Management
California
$329K
WANY
1216
Wealthspire Advisors (New York)
New York
$328K -$1.03M -16,750 -76%
PWM
1217
Perigon Wealth Management
California
$327K +$15.2K +247 +5%
FPS
1218
Fieldpoint Private Securities
Connecticut
$326K +$32K +520 +11%
GEA
1219
Glen Eagle Advisors
New Jersey
$326K
SAM
1220
Summit Asset Management
Tennessee
$325K -$9.3K -151 -3%
ACM
1221
Allred Capital Management
Texas
$325K -$2.03K -33 -0.6%
GIA
1222
GHP Investment Advisors
Colorado
$325K
MPM
1223
Meritage Portfolio Management
Kansas
$325K
BL
1224
Balentine LLC
Georgia
$325K +$18.8K +305 +6%
FMLI
1225
Fukoku Mutual Life Insurance
Japan
$324K -$67.8K -1,100 -18%

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.