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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
ACM
1326
Advisors Capital Management
New Jersey
$253K +$250K +4,055 New
AWA
1327
Arete Wealth Advisors
Illinois
$252K +$38K +617 +13%
STA
1328
Summit Trail Advisors
New York
$250K +$30.9K +502 +14%
NFG
1329
Northeast Financial Group
Pennsylvania
$250K -$2.65K -43 -1%
RMC
1330
Resources Management Corp
Connecticut
$249K
VCAM
1331
Van Cleef Asset Management
Ohio
$248K -$10.5K -170 -4%
PI
1332
Pettee Investors
Connecticut
$248K
ACM
1333
Armbruster Capital Management
New York
$245K
PI
1334
PineBridge Investments
New York
$245K +$4.8K +78 +2%
CWG
1335
Cornerstone Wealth Group
North Carolina
$243K -$25.4K -412 -10%
PAM
1336
Peak Asset Management
Colorado
$243K
WAM
1337
Weatherly Asset Management
California
$243K
GC
1338
Garde Capital
Washington
$241K -$24.6K -400 -9%
ACG
1339
Allen Capital Group
Nebraska
$241K +$185 +3 +0.1%
WF
1340
WoodTrust Financial
Wisconsin
$241K +$237K +3,852 New
BCP
1341
Blackhawk Capital Partners
Wisconsin
$240K
NJBEST
1342
New Jersey Better Educational Savings Trust
New Jersey
$240K
AWA
1343
Acorn Wealth Advisors
Michigan
$240K +$431 +7 +0.2%
TCM
1344
Telos Capital Management
California
$239K -$15.5K -251 -6%
CWP
1345
Capital Wealth Planning
Florida
$239K +$17.9K +290 +8%
PCP
1346
Proficio Capital Partners
Massachusetts
$238K -$56.4K -916 -19%
MWPCG
1347
Measured Wealth Private Client Group
New Hampshire
$238K -$1.79K -29 -0.8%
VWA
1348
Visionary Wealth Advisors
Illinois
$238K +$1.17K +19 +0.5%
SIA
1349
SkyView Investment Advisors
New Jersey
$237K
AP
1350
Arlington Partners
Alabama
$234K

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.