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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
AIM
1301
Aurora Investment Managers
Florida
$314K +$319K +5,052 New
NFG
1302
Northeast Financial Group
Pennsylvania
$313K -$53K -839 -14%
SCP
1303
Shorepoint Capital Partners
Massachusetts
$313K -$21.1K -334 -6%
KFGK
1304
Keystone Financial Group (Kentucky)
Kentucky
$311K
FFIC
1305
First Fiduciary Investment Counsel
Ohio
$310K
DA
1306
DCM Advisors
New York
$309K -$36.7K -581 -10%
MFG
1307
Magnus Financial Group
New York
$309K +$7.96K +126 +3%
IWA
1308
Inspirion Wealth Advisors
Illinois
$308K
CHA
1309
Carmichael Hill & Associates
Maryland
$308K +$13.1K +207 +4%
CPIG
1310
Chicago Partners Investment Group
Illinois
$305K -$16K -253 -5%
NGA
1311
Naples Global Advisors
Florida
$305K +$34.9K +552 +13%
KWS
1312
Keystone Wealth Services
California
$304K
AF
1313
Advisornet Financial
Minnesota
$304K +$16.3K +258 +6%
MWM
1314
Mattern Wealth Management
Kansas
$303K
CWP
1315
Concord Wealth Partners
Virginia
$303K +$2.46K +39 +0.8%
SWP
1316
Summit Wealth Partners
Florida
$301K
MIM
1317
Marco Investment Management
Georgia
$299K
CL
1318
CPWM LLC
Washington
$299K +$15.1K +239 +5%
AWM
1319
Aevitas Wealth Management
Massachusetts
$298K +$190 +3 +0.1%
SIG
1320
Spinnaker Investment Group
California
$297K +$85.3K +1,350 +39%
NWM
1321
Northcape Wealth Management
New York
$295K -$182K -2,879 -38%
BFC
1322
Bedel Financial Consulting
Indiana
$295K +$16.9K +267 +6%
AWM
1323
Affinity Wealth Management
Delaware
$294K +$63 +1 +0%
WI
1324
Wintrust Investments
Illinois
$292K +$9.41K +149 +3%
AC
1325
Avestar Capital
New York
$292K +$72.3K +1,145 +32%

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.