We are live on ! Find out more
MDLZ icon

Mondelez International

1,771 hedge funds and large institutions have $65.4B invested in Mondelez International in 2022 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 709 increasing their positions, 646 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

10% more repeat investments, than reductions

Existing positions increased: 709 | Existing positions reduced: 646

1% more call options, than puts

Call options by funds: $302M | Put options by funds: $298M

0.41% less ownership

Funds ownership: 76.73%76.31% (-0.41%)

2% less capital invested

Capital invested by funds: $66.8B → $65.4B (-$1.36B)

8% less first-time investments, than exits

New positions opened: 100 | Existing positions closed: 109

2% less funds holding

Funds holding: 1,8051,771 (-34)

Holders
1,771
Holders Change
-34
Holders Change %
-1.88%
% of All Funds
29.83%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.35%
New
100
Increased
709
Reduced
646
Closed
109
Calls
$302M
Puts
$298M
Net Calls
+$4.33M
Net Calls Change
-$30M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
1201
Webster Bank
Connecticut
$400K -$1.96K -31 -0.5%
FMLI
1202
Fukoku Mutual Life Insurance
Japan
$400K
DA
1203
DSC Advisors
Illinois
$400K +$4.42K +70 +1%
MCM
1204
Murphy Capital Management
New Jersey
$399K -$1.01K -16 -0.2%
PCS
1205
Personal CFO Solutions
New Jersey
$399K +$6.95K +110 +2%
AIA
1206
Avalon Investment & Advisory
Texas
$399K +$406K +6,424 New
SIC
1207
Samalin Investment Counsel
New York
$398K +$379 +6 +0.1%
VIM
1208
VELA Investment Management
Ohio
$398K +$405K +6,411 New
CCFP
1209
Charles Carroll Financial Partners
Massachusetts
$395K
LWM
1210
Laidlaw Wealth Management
New York
$394K -$3.1K -49 -0.8%
RSWM
1211
Robertson Stephens Wealth Management
California
$393K -$229K -3,628 -37%
MLFP
1212
MPS Loria Financial Planners
Illinois
$393K +$1.39K +22 +0.3%
HI
1213
Harbour Investments
Wisconsin
$392K +$399K +6,313 New
GCP
1214
GSA Capital Partners
United Kingdom
$392K +$399K +6,319 New
ABLA
1215
Alan B. Lancz & Associates
Ohio
$391K
WDA
1216
Wendell David Associates
New Hampshire
$391K
FPAS
1217
Focus Partners Advisor Solutions
Missouri
$389K +$149K +2,359 +60%
IA
1218
IFG Advisors
Missouri
$388K
SSW
1219
Smith Shellnut Wilson
Mississippi
$387K -$6.25K -99 -2%
OSNBOA
1220
Old Second National Bank of Aurora
Illinois
$386K
PP
1221
Paloma Partners
Connecticut
$385K -$286K -4,530 -42%
VC
1222
Veracity Capital
Georgia
$384K -$7.26K -115 -2%
BHWM
1223
Bar Harbor Wealth Management
New Hampshire
$383K +$9.16K +145 +2%
CIA
1224
Citadel Investment Advisory
Ohio
$382K -$26.1K -413 -6%
MSFS
1225
Main Street Financial Solutions
Pennsylvania
$382K +$4.55K +72 +1%

MDLZ Hedge Fund Activity: Q2 2022 in Review

1,771 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q2 2022, worth a combined $65.4B — down 2% from $66.8B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of MDLZ and 100 opened new positions — a net loss of 9 holders — while 646 trimmed existing stakes and 709 added.

The largest buyer was Morgan Stanley, adding an estimated $353M. The largest seller was Capital World Investors, cutting an estimated $926M.

  • 1,771 institutional investors held Mondelez International (MDLZ) as of Q2 2022, down from 1,805 in Q1 2022.
  • Funds reported $65.4B of Mondelez International stock for Q2 2022, down 2% quarter-over-quarter.
  • 100 funds opened new Mondelez International positions in Q2 2022 and 109 closed out, a net change of -9 holders.
  • The largest Mondelez International buyer in Q2 2022 was Morgan Stanley, an estimated $353M added.
  • The largest Mondelez International seller in Q2 2022 was Capital World Investors, an estimated $926M sold.

Based on aggregated 13F filings for Q2 2022.