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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
EWA
1251
Exencial Wealth Advisors
Oklahoma
$366K +$85K +1,346 +30%
EWM
1252
Evermay Wealth Management
Virginia
$365K
CPO
1253
Cerity Partners OCIO
New York
$364K -$7.9K -125 -2%
FWTB
1254
First Western Trust Bank
Colorado
$363K
SIA
1255
SkyView Investment Advisors
New Jersey
$361K -$10.4K -164 -3%
FRM
1256
Fox Run Management
Connecticut
$361K +$368K +5,821 New
TPW
1257
Transatlantique Private Wealth
New York
$361K +$368K +5,821 New
ARC
1258
Advisor Resource Council
Texas
$360K +$367K +5,811 New
CF
1259
Corrigan Financial
Rhode Island
$359K
BA
1260
Bluesphere Advisors
Pennsylvania
$358K -$1.96K -31 -0.5%
PCMC
1261
Private Capital Management (Colorado)
Colorado
$356K
FWA
1262
FSM Wealth Advisors
Ohio
$355K +$350K +5,545 New
RIG
1263
Roosevelt Investment Group
New York
$354K -$4.55K -72 -1%
CBT
1264
CoreFirst Bank & Trust
Kansas
$354K +$43.1K +682 +14%
SPWG
1265
Sage Private Wealth Group
Illinois
$351K -$24.3K -384 -6%
AC
1266
ASB Consultores
Florida
$350K -$52.1K -825 -13%
LSPW
1267
Lake Street Private Wealth
Illinois
$350K -$6.89K -109 -2%
RCA
1268
Resonant Capital Advisors
Wisconsin
$348K +$24.6K +390 +8%
MIS
1269
Morningstar Investment Services
Illinois
$347K +$21.5K +340 +6%
AFG
1270
Allegheny Financial Group
Pennsylvania
$345K -$15.3K -243 -4%
MFGM
1271
Marshall Financial Group (Maryland)
Maryland
$345K
GWS
1272
Glassman Wealth Services
Virginia
$345K +$7.45K +118 +2%
AI
1273
AXS Investments
New York
$344K -$61.2K -969 -15%
BDF
1274
Balasa Dinverno & Foltz
$344K +$45.2K +716 +15%
SCA
1275
STALEY CAPITAL ADVISERS
Pennsylvania
$343K

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.