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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
FIBT
1226
First International Bank & Trust
North Dakota
$381K +$73.6K +1,165 +23%
WA
1227
Wealth Architects
California
$380K -$7.14K -113 -2%
SHFA
1228
SC&H Financial Advisors
Maryland
$380K +$130K +2,060 +51%
CG
1229
Cynosure Group
Utah
$380K +$386K +6,114 New
BCA
1230
Bay Colony Advisors
Massachusetts
$379K -$14.5K -229 -4%
PRWA
1231
Platte River Wealth Advisors
Colorado
$379K
TPWA
1232
TRUE Private Wealth Advisors
Oregon
$378K +$1.45K +23 +0.4%
WW
1233
Waterfront Wealth
Kansas
$378K +$136K +2,152 +55%
WSC
1234
Wellington Shields & Co
New York
$376K -$277K -4,392 -42%
TAM
1235
Trillium Asset Management
Massachusetts
$375K -$180K -2,856 -32%
VCP
1236
Verus Capital Partners
Arizona
$374K -$164K -2,602 -43%
SFG
1237
Summit Financial Group
West Virginia
$374K -$32.7K -517 -8%
SMC
1238
Smith, Moore & Co
Missouri
$374K +$19.3K +306 +5%
CHAM
1239
Clear Harbor Asset Management
Connecticut
$373K
SF
1240
Summit Financial
New Jersey
$372K -$16K -253 -4%
B
1241
Bellecapital
Switzerland
$372K -$9.48K -150 -2%
LSA
1242
Lion Street Advisors
Texas
$371K -$4.55K -72 -1%
PTP
1243
Platform Technology Partners
New York
$371K
DC
1244
DeDora Capital
California
$371K +$294K +4,660 +353%
WPC
1245
Wedmont Private Capital
Pennsylvania
$370K +$38.8K +614 +11%
AMCA
1246
Arthur M. Cohen & Associates
Illinois
$369K
FNFDCM
1247
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$369K
GEA
1248
Glen Eagle Advisors
New Jersey
$368K +$41.1K +650 +12%
SG
1249
StoneX Group
New York
$367K +$373K +5,899 New
RW
1250
Rede Wealth
Virginia
$366K +$253 +4 +0.1%

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.