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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
GIA
1276
GHP Investment Advisors
Colorado
$340K +$17.4K +275 +5%
AA
1277
Ancora Advisors
Ohio
$339K -$12.9K -204 -4%
STA
1278
Summit Trail Advisors
New York
$339K +$22.6K +357 +7%
HPWM
1279
Highland Private Wealth Management
Washington
$338K +$5.43K +86 +2%
SFM
1280
Signet Financial Management
New Jersey
$334K -$10.7K -169 -3%
4FG
1281
4Thought Financial Group
New York
$330K -$5.94K -94 -2%
BHC
1282
Bowen Hanes & Co
Florida
$329K +$7.58K +120 +2%
VNA
1283
Valley National Advisers
Pennsylvania
$329K +$17K +269 +5%
RGF
1284
Retirement Guys Formula
Ohio
$329K +$108K +1,702 +47%
CC
1285
Corton Capital
Ontario, Canada
$329K +$335K +5,306 New
SFG
1286
SNS Financial Group
Minnesota
$326K -$1.58K -25 -0.5%
VFA
1287
Voya Financial Advisors
Connecticut
$324K -$4.93K -78 -1%
MPM
1288
Meritage Portfolio Management
Kansas
$324K +$316 +5 +0.1%
CBOR
1289
Community Bank of Raymore
Missouri
$324K +$17.1K +270 +5%
IFWM
1290
Institute for Wealth Management
Colorado
$323K +$9.79K +155 +3%
CA
1291
Cornerstone Advisory
Maryland
$322K -$488K -7,726 -60%
JWM
1292
Jeppson Wealth Management
California
$322K
NL
1293
NWAM LLC
Washington
$322K +$37.9K +600 +13%
HFG
1294
Heron Financial Group
New York
$321K -$63 -1 -0%
WFI
1295
West Family Investments
California
$319K -$73.5K -1,163 -18%
VCM
1296
Vigilant Capital Management
Maine
$319K -$33.4K -528 -9%
BI
1297
Ballast Inc
Kentucky
$317K
LNWTC
1298
Laird Norton Wetherby Trust Company
Washington
$316K +$4.61K +73 +1%
CWG
1299
Cornerstone Wealth Group
North Carolina
$315K -$2.13M -33,738 -87%
SAM
1300
Summit Asset Management
Tennessee
$315K

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.