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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
BPM
1351
Bowling Portfolio Management
Ohio
$234K +$5.48K +89 +2%
PIP
1352
Peachtree Investment Partners
Florida
$232K +$229K +3,717 New
OIA
1353
OneDigital Investment Advisors
Kansas
$230K -$20.8K -338 -8%
CT
1354
Clearstead Trust
Maine
$230K
RAM
1355
Rempart Asset Management
Canada
$230K
GLA
1356
Good Life Advisors
Pennsylvania
$229K -$29.4K -478 -12%
AF
1357
Advisornet Financial
Minnesota
$229K +$48.9K +793 +28%
BW
1358
Bison Wealth
Georgia
$228K -$21K -341 -9%
JHCP
1359
Jackson Hole Capital Partners
Oklahoma
$228K -$2.4K -39 -1%
DSC
1360
Duncker Streett & Co
Missouri
$228K
EWF
1361
Epstein & White Financial
California
$227K
TWA
1362
TCI Wealth Advisors
Arizona
$226K +$2.77K +45 +1%
FA
1363
Fermata Advisors
California
$226K +$223K +3,613 New
CWA
1364
Canvas Wealth Advisors
Kansas
$226K +$223K +3,625 New
DJSG
1365
D.J. St. Germain
Massachusetts
$225K +$222K +3,603 New
EIG
1366
Ellenbecker Investment Group
Wisconsin
$224K +$7.89K +128 +4%
KFI
1367
Key Financial Inc
Pennsylvania
$223K +$6.41K +104 +3%
MTCM
1368
Mint Tower Capital Management
Netherlands
$222K +$219K +3,550 New
CPA
1369
Capital Planning Advisors
California
$222K +$219K +3,561 New
CCA
1370
Childress Capital Advisors
Texas
$222K +$220K +3,563 New
MBTD
1371
Mechanics Bank - Trust Department
California
$221K
TCOO
1372
Trust Company of Oklahoma
Oklahoma
$220K -$24.6K -400 -10%
WCM
1373
Wedge Capital Management
North Carolina
$220K -$47.9K -778 -18%
HC
1374
Hourglass Capital
Texas
$220K
MFP
1375
Meridian Financial Partners
Virginia
$220K

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.