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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
PWW
1251
Pettyjohn Wood & White
Virginia
$448K
ALAM
1252
Asahi Life Asset Management
Japan
$448K +$4.8K +70 +1%
WAAG
1253
Wealth Alliance Advisory Group
Kansas
$447K
WP
1254
Westmount Partners
California
$447K +$470K +6,857 New
1SB
1255
1ST Source Bank
Indiana
$447K +$1.3K +19 +0.3%
MW
1256
Marcum Wealth
Ohio
$445K -$106K -1,545 -19%
SIC
1257
Sterling Investment Counsel
New York
$442K -$16.1K -235 -3%
RSA
1258
River Street Advisors
Illinois
$439K -$50.4K -734 -10%
SCP
1259
Sandhill Capital Partners
New York
$438K
ADL
1260
Asset Dedication LLC
California
$438K -$17K -248 -4%
FMWA
1261
Forvis Mazars Wealth Advisors
Missouri
$436K -$15.6K -228 -3%
FHA
1262
Flagship Harbor Advisors
Massachusetts
$435K +$54.8K +799 +14%
ACM
1263
Allred Capital Management
Texas
$434K -$32.2K -469 -7%
NQWM
1264
Northwest Quadrant Wealth Management
Oregon
$433K -$10.4K -152 -2%
WSCM
1265
Wellington Shields Capital Management
New York
$432K
SIM
1266
Sentry Investment Management
Wisconsin
$432K -$92.8K -1,352 -17%
CB
1267
Centennial Bank
Arkansas
$430K -$16.1K -235 -3%
RWP
1268
Ridgecrest Wealth Partners
California
$429K +$176K +2,559 +64%
PWPS
1269
Pinnacle Wealth Planning Services
Ohio
$429K -$8.64K -126 -2%
PCS
1270
Personal CFO Solutions
New Jersey
$428K -$18.8K -274 -4%
SHFA
1271
SC&H Financial Advisors
Maryland
$428K +$29.3K +427 +7%
QWP
1272
Quotient Wealth Partners
Texas
$428K +$17.6K +256 +4%
EM
1273
Excalibur Management
Massachusetts
$427K +$51.6K +752 +13%
MFC
1274
Morris Financial Concepts
South Carolina
$427K -$61.4K -895 -12%
CFMC
1275
Curbstone Financial Management Corp
New Hampshire
$427K

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.