Mondelez International
MDLZ
1,934 hedge funds and large institutions have $77.7B invested in Mondelez International in 2023 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 686 increasing their positions, 766 reducing their positions, and 87 closing their positions.
72% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 87
38% more call options, than puts
Call options by funds: $329M | Put options by funds: $239M
3% more funds holding
Funds holding: 1,880 → 1,934 (+54)
3% more capital invested
Capital invested by funds: $75.5B → $77.7B (+$2.28B)
3.34% less ownership
Funds ownership: 81.01% → 77.67% (-3.3%)
10% less repeat investments, than reductions
Existing positions increased: 686 | Existing positions reduced: 766
17% less funds holding in top 10
Funds holding in top 10: 35 → 29 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Holocene Advisors
New York
|
+$250M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$192M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$153M |
| 4 |
BlackRock
New York
|
+$132M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$107M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$3.04B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$459M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
-$378M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$163M |
| 5 |
Parnassus Investments
San Francisco,
California
|
-$155M |
MDLZ Hedge Fund Activity: Q2 2023 in Review
1,934 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q2 2023, worth a combined $77.7B — up 3% from $75.5B a quarter earlier.
Buyers outnumbered sellers: 150 funds opened new MDLZ positions and 87 closed out — a net gain of 63 holders — while 686 added to existing stakes and 766 trimmed.
The largest buyer was Holocene Advisors, opening a new position worth an estimated $250M. The largest seller was OFI Invest Asset Management, cutting an estimated $3.04B.
- 1,934 institutional investors held Mondelez International (MDLZ) as of Q2 2023, up from 1,880 in Q1 2023.
- Funds reported $77.7B of Mondelez International stock for Q2 2023, up 3% quarter-over-quarter.
- 150 funds opened new Mondelez International positions in Q2 2023 and 87 closed out, a net change of +63 holders.
- The largest Mondelez International buyer in Q2 2023 was Holocene Advisors, an estimated $250M added.
- The largest Mondelez International seller in Q2 2023 was OFI Invest Asset Management, an estimated $3.04B sold.
Based on aggregated 13F filings for Q2 2023.