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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
SFG
1326
Sovereign Financial Group
Connecticut
$376K -$12K -175 -3%
PI
1327
PEAK6 Investments
Illinois
$375K -$235K -3,428 -37%
WG
1328
Wealth Group
North Carolina
$375K -$2.4K -35 -0.6%
CPIG
1329
Chicago Partners Investment Group
Illinois
$373K +$20.7K +302 +6%
RFO
1330
RiverGlades Family Offices
Florida
$373K
HGERS
1331
Householder Group Estate & Retirement Specialist
Arizona
$372K +$97.1K +1,415 +33%
SAM
1332
Sompo Asset Management
Japan
$371K -$35.7K -520 -8%
EIG
1333
Ellenbecker Investment Group
Wisconsin
$370K -$6.59K -96 -2%
CCG
1334
Catalina Capital Group
California
$368K +$7.89K +115 +2%
GC
1335
Gratus Capital
Georgia
$367K -$5.56K -81 -1%
BAM
1336
Blueshift Asset Management
New Jersey
$367K -$250K -3,647 -39%
AWM
1337
Accurate Wealth Management
Florida
$365K +$29.8K +434 +8%
LFA
1338
Legacy Financial Advisors
Kentucky
$365K -$71.5K -1,042 -16%
KIA
1339
Knollwood Investment Advisory
Maryland
$364K +$381K +5,556 New
JSW
1340
Journey Strategic Wealth
New Jersey
$364K +$381K +5,556 New
FWTB
1341
First Western Trust Bank
Colorado
$364K
MFGM
1342
Marshall Financial Group (Maryland)
Maryland
$363K
NRC
1343
New Republic Capital
North Carolina
$363K +$77.2K +1,125 +26%
SIM
1344
Stratos Investment Management
Ohio
$362K -$68.4K -997 -15%
4FG
1345
4Thought Financial Group
New York
$359K +$2.4K +35 +0.6%
DWM
1346
Drive Wealth Management
Utah
$358K -$8.78K -128 -2%
CFFP
1347
Center for Financial Planning
Michigan
$358K
RDWM
1348
Red Door Wealth Management
Tennessee
$358K +$5.28K +77 +1%
UCB
1349
United Community Bank
South Carolina
$357K +$96.5K +1,407 +35%
FAIM
1350
Financial Advocates Investment Management
Washington
$356K -$146K -2,123 -28%

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.