We are live on ! Find out more
MDLZ icon

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
RA
1301
Ransom Advisory
Rhode Island
$403K +$6.86K +100 +2%
AA
1302
Addison Advisors
Vermont
$402K +$5.83K +85 +1%
TPWA
1303
TRUE Private Wealth Advisors
Oregon
$402K -$2.88K -42 -0.7%
SMC
1304
Smith, Moore & Co
Missouri
$400K -$49.8K -726 -11%
VIP
1305
Vista Investment Partners
Oklahoma
$399K -$1.1K -16 -0.3%
CWM
1306
Calamos Wealth Management
Illinois
$398K -$9.47M -137,986 -96%
SSWM
1307
Sheets Smith Wealth Management
North Carolina
$398K
EWS
1308
Eagle Wealth Strategies
New Jersey
$398K +$343 +5 +0.1%
LFP
1309
Lakeshore Financial Planning
Michigan
$397K +$69 +1 +0%
OPTFSNA
1310
Old Point Trust & Financial Services N A
Virginia
$397K
MLFP
1311
MPS Loria Financial Planners
Illinois
$395K -$22.4K -326 -5%
MGAM
1312
McGowan Group Asset Management
Texas
$395K
AFG
1313
Atomi Financial Group
New York
$394K -$31.9K -465 -7%
DBRC
1314
D.B. Root & Company
Pennsylvania
$392K +$49.5K +722 +14%
RMCM
1315
Reynders McVeigh Capital Management
Massachusetts
$390K +$13.7K +200 +3%
RCWM
1316
Royal Capital Wealth Management
Indiana
$387K -$58.1K -847 -13%
CJ
1317
Caitlin John
Michigan
$387K +$394K +5,746 +3,504%
CCFM
1318
Clear Creek Financial Management
Washington
$386K +$3.98K +58 +1%
OSNBOA
1319
Old Second National Bank of Aurora
Illinois
$385K
AWA
1320
Arkadios Wealth Advisors
Georgia
$384K +$17.6K +257 +5%
BWAM
1321
Boyd Watterson Asset Management
Ohio
$384K -$6.86K -100 -2%
VC
1322
Veracity Capital
Georgia
$384K -$67.2K -979 -14%
ABLA
1323
Alan B. Lancz & Associates
Ohio
$383K +$401K +5,850 New
GWANC
1324
Guardian Wealth Advisors (North Carolina)
North Carolina
$380K -$105K -1,532 -21%
PRWA
1325
Platte River Wealth Advisors
Colorado
$377K

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.