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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
FFBTD
1301
First Financial Bank - Trust Division
Ohio
$270K -$104K -1,694 -28%
NGA
1302
Naples Global Advisors
Florida
$270K +$308 +5 +0.1%
MI
1303
Markston International
New York
$269K -$3.22M -52,247 -92%
FNBOSM
1304
First National Bank of South Miami
Florida
$269K -$1.73K -28 -0.6%
HCA
1305
Horan Capital Advisors
Ohio
$268K -$2.23M -36,129 -89%
EAM
1306
Evanson Asset Management
California
$268K -$18.5K -301 -7%
TNAM
1307
Terra Nova Asset Management
New York
$268K
DS
1308
DRW Securities
Illinois
$268K +$264K +4,287 New
GF
1309
Gries Financial
Ohio
$267K -$246 -4 -0.1%
SCM
1310
Stevens Capital Management
Pennsylvania
$266K -$571K -9,265 -69%
SDWIA
1311
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$266K
HHGA
1312
Halbert Hargrove Global Advisors
California
$263K +$3.82K +62 +1%
VCM
1313
Vigilant Capital Management
Maine
$263K +$9.86K +160 +4%
AF
1314
Alerus Financial
North Dakota
$260K -$342K -5,546 -57%
FIM
1315
Freedom Investment Management
Connecticut
$260K +$22.9K +371 +10%
FFA
1316
Founders Financial Alliance
North Carolina
$259K +$15.3K +248 +6%
DTC
1317
Davidson Trust Company
Washington
$258K -$5.54K -90 -2%
GPA
1318
Garrison Point Advisors
California
$258K -$1.05K -17 -0.4%
EM
1319
Excalibur Management
Massachusetts
$257K -$1.54K -25 -0.6%
PFWA
1320
Paces Ferry Wealth Advisors
Georgia
$256K +$246 +4 +0.1%
CM
1321
Capula Management
Cayman Islands
$256K +$252K +4,097 New
MGAM
1322
McGowan Group Asset Management
Texas
$255K
CPIA
1323
Cornell Pochily Investment Advisors
New York
$254K +$250K +4,060 New
QAM
1324
QCI Asset Management
New York
$253K -$3.7K -60 -1%
WGAM
1325
Wilkinson Global Asset Management
New York
$253K +$250K +4,050 New

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.