We are live on ! Find out more
MDLZ icon

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
AFM
1226
Andesa Financial Management
Pennsylvania
$324K -$28K -455 -8%
BHC
1227
Bowen Hanes & Co
Florida
$324K
EF
1228
Empowered Funds
Pennsylvania
$324K +$319K +5,184 New
V
1229
VeraBank
Texas
$323K +$9.86K +160 +3%
CA
1230
Calton & Associates
Florida
$321K -$20.4K -331 -6%
CAG
1231
Csenge Advisory Group
Florida
$321K +$12.2K +198 +4%
MS
1232
Maven Securities
Jersey
$321K +$227K +3,679 +250%
MCWS
1233
McKinley Carter Wealth Services
West Virginia
$320K -$11.7K -190 -4%
WKWM
1234
Walter & Keenan Wealth Management
Indiana
$319K
RWB
1235
RMR Wealth Builders
New Jersey
$318K -$128K -2,085 -29%
AWM
1236
Aevitas Wealth Management
Massachusetts
$317K +$801 +13 +0.3%
IFG
1237
Investors Financial Group
Minnesota
$315K -$257K -4,176 -45%
IFWM
1238
Institute for Wealth Management
Colorado
$315K
EWA
1239
Exencial Wealth Advisors
Oklahoma
$314K +$17.4K +282 +6%
CGH
1240
CMG Global Holdings
Texas
$313K
FFIC
1241
First Fiduciary Investment Counsel
Ohio
$312K
MWM
1242
Mattern Wealth Management
Kansas
$312K
VNA
1243
Valley National Advisers
Pennsylvania
$312K +$616 +10 +0.2%
TIM
1244
Tortoise Investment Management
New York
$311K +$25.9K +420 +9%
ARC
1245
Advisor Resource Council
Texas
$311K +$307K +4,984 New
IWA
1246
Inspirion Wealth Advisors
Illinois
$309K
WFI
1247
West Family Investments
California
$309K +$305K +4,956 New
RT
1248
Rockland Trust
Massachusetts
$307K
WP
1249
WealthPLAN Partners
Nebraska
$307K +$986 +16 +0.3%
PWM
1250
Prentice Wealth Management
New York
$307K +$11.2K +181 +4%

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.