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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
BFO
1326
Biltmore Family Office
North Carolina
$290K -$2.72K -43 -0.9%
WAL
1327
W Advisors LLC
Tennessee
$288K +$1.71K +27 +0.6%
MHR
1328
Matthew Hamilton Rosenberg
$287K +$63 +1 +0%
GPA
1329
Garrison Point Advisors
California
$286K
DIM
1330
Delta Investment Management
California
$285K -$70K -1,108 -19%
BC
1331
Burney Company
Virginia
$285K -$14K -222 -5%
WPIC
1332
White Pine Investment Company
Michigan
$285K
DOA
1333
D'Orazio & Associates
Virginia
$285K +$42.9K +679 +17%
SIMG
1334
Sonora Investment Management Group
Arizona
$284K +$4.3K +68 +2%
TF
1335
Tompkins Financial
New York
$283K -$10.3K -163 -3%
CWM
1336
CCG Wealth Management
California
$283K
SCM
1337
SKBA Capital Management
California
$283K
IF
1338
Intrua Financial
Texas
$282K -$26.8K -424 -9%
B
1339
Barings
North Carolina
$281K -$13.9K -220 -5%
LPIC
1340
LeJeune Puetz Investment Counsel
Michigan
$281K
FHA
1341
Flagship Harbor Advisors
Massachusetts
$281K +$5.62K +89 +2%
IWM
1342
IHT Wealth Management
Illinois
$279K -$11.2K -177 -4%
TAM
1343
Townsend Asset Management
North Carolina
$279K +$284K +4,495 New
HKIM
1344
Hayek Kallen Investment Management
Alabama
$278K
SW
1345
Solidarity Wealth
Utah
$278K
HH
1346
Hilltop Holdings
Texas
$277K -$77.5K -1,227 -22%
AA
1347
Addison Advisors
Vermont
$277K +$2.78K +44 +1%
LFA
1348
Legacy Financial Advisors
Kentucky
$277K +$51.6K +817 +22%
SB
1349
Simmons Bank
Arkansas
$276K -$28.5K -451 -9%
GLA
1350
Good Life Advisors
Pennsylvania
$276K -$22.6K -357 -7%

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.