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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
SICM
1351
Sustainable Insight Capital Management
New York
$275K +$278K +4,400 New
RCIM
1352
Red Cedar Investment Management
Michigan
$274K
1SB
1353
1ST Source Bank
Indiana
$273K
SFG
1354
Sather Financial Group
Texas
$273K
GF
1355
Gries Financial
Ohio
$273K +$2.46K +39 +0.9%
GRQ
1356
Gardner Russo & Quinn
Pennsylvania
$273K +$278K +4,400 New
SB
1357
Strategic Blueprint
Georgia
$272K -$9.16K -145 -3%
CGH
1358
CMG Global Holdings
Texas
$271K -$41.2K -652 -13%
CWC
1359
Carolinas Wealth Consulting
North Carolina
$271K -$22.6K -357 -8%
CPA
1360
Cardiff Park Advisors
California
$271K +$4.74K +75 +2%
CC
1361
Centiva Capital
New York
$270K -$10.8K -171 -4%
CHP
1362
Cable Hill Partners
Oregon
$270K +$61.8K +978 +29%
HW
1363
Hancock Whitney
Mississippi
$268K -$8.02K -127 -3%
AWA
1364
Aaron Wealth Advisors
Illinois
$267K -$14.3M -226,532 -98%
TNAM
1365
Terra Nova Asset Management
New York
$267K
KC
1366
Kinloch Capital
Virginia
$267K +$36.4K +576 +15%
MIAS
1367
Mason Investment Advisory Services
Virginia
$266K -$911K -14,423 -77%
DTC
1368
Davidson Trust Company
Washington
$266K -$7.77K -123 -3%
CCFCSB
1369
Cape Cod Five Cents Savings Bank
Massachusetts
$266K +$1.52K +24 +0.6%
LTI
1370
Laffer Tengler Investments
Tennessee
$266K
AP
1371
Arlington Partners
Alabama
$265K
SDWIA
1372
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$264K
EM
1373
Excalibur Management
Massachusetts
$263K
WA
1374
Waddell & Associates
Tennessee
$263K +$1.01K +16 +0.4%
LC
1375
Lindbrook Capital
California
$262K -$7.14K -113 -3%

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.