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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
AIA
1201
Affinity Investment Advisors
California
$500K +$63.1K +920 +14%
FNBTCON
1202
First National Bank & Trust Co of Newtown
Pennsylvania
$499K -$14.7K -214 -3%
NHT
1203
New Hampshire Trust
New Hampshire
$498K -$103K -1,505 -17%
TPW
1204
Transatlantique Private Wealth
New York
$497K
FFM
1205
Fullerton Fund Management
Singapore
$496K +$56.7K +827 +12%
WA
1206
WBH Advisory
Maryland
$495K +$13.9K +203 +3%
HTHT
1207
Hemenway Trust Hemenway Trust
New Hampshire
$494K
JAFL
1208
Jay A. Fishman Ltd
Michigan
$493K
PCA
1209
Prosperity Capital Advisors
Ohio
$492K -$416K -6,063 -45%
AC
1210
Avestar Capital
New York
$490K +$5.35K +78 +1%
MIS
1211
Morningstar Investment Services
Illinois
$490K +$39.8K +580 +9%
AWE
1212
Avidian Wealth Enterprises
Texas
$489K +$230K +3,351 +81%
CHAM
1213
Clear Harbor Asset Management
Connecticut
$489K -$11K -161 -2%
CIA
1214
Choate Investment Advisors
Massachusetts
$489K -$170K -2,475 -25%
BAM
1215
Belpointe Asset Management
Nevada
$488K -$56.2K -819 -10%
DC
1216
DeDora Capital
California
$485K +$8.51K +124 +2%
TSWM
1217
Triangle Securities Wealth Management
North Carolina
$485K +$28.9K +421 +6%
HFM
1218
Hartford Funds Management
Pennsylvania
$482K +$48.9K +713 +11%
RBC
1219
Romano Brothers & Co
Illinois
$481K +$11.2K +163 +2%
FTIS
1220
First Trust Investment Solutions
Florida
$480K +$503K +7,328 New
ACM
1221
Alethea Capital Management
Washington
$479K +$502K +7,324 New
AIA
1222
Alera Investment Advisors
Illinois
$478K +$502K +7,311 New
Bank Julius Baer & Co
1223
Bank Julius Baer & Co
Switzerland
$478K -$119K -1,729 -21%
TC
1224
TAGStone Capital
North Carolina
$477K +$3.16K +46 +0.6%
SI
1225
Seeds Investor
New York
$477K +$19.8K +289 +4%

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.