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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
FWM
1351
Fingerlakes Wealth Management
New York
$356K +$2.33K +34 +0.6%
CIS
1352
Custom Index Systems
New York
$355K +$88.3K +1,287 +31%
CBT
1353
CoreFirst Bank & Trust
Kansas
$353K -$14.8K -215 -4%
FWA
1354
FSM Wealth Advisors
Ohio
$353K -$2.19K -32 -0.6%
DCM
1355
Driehaus Capital Management
Illinois
$353K -$367K -5,351 -50%
SIG
1356
Spinnaker Investment Group
California
$353K +$4.05K +59 +1%
Aristotle Capital Management
1357
Aristotle Capital Management
California
$352K
BHWM
1358
Bar Harbor Wealth Management
New Hampshire
$351K -$18.7K -272 -5%
CA
1359
Carson Advisory
Georgia
$350K +$110K +1,601 +43%
SWP
1360
Summit Wealth Partners
Florida
$349K
NAM
1361
NTV Asset Management
West Virginia
$347K +$15.1K +220 +4%
SB
1362
Simmons Bank
Arkansas
$346K +$41.5K +605 +13%
9WM
1363
9258 Wealth Management
Ohio
$346K -$102K -1,480 -22%
ACI
1364
Alpha Cubed Investments
California
$345K -$16.3K -237 -4%
MA
1365
MONECO Advisors
Connecticut
$344K +$1.92K +28 +0.5%
BPCA
1366
Bank Pictet & Cie (Asia)
Singapore
$344K
MPM
1367
Meritage Portfolio Management
Kansas
$344K -$33.9K -494 -9%
JWM
1368
Jeppson Wealth Management
California
$344K
SSW
1369
Smith Shellnut Wilson
Mississippi
$343K
NGA
1370
Naples Global Advisors
Florida
$342K -$40.7K -593 -10%
SL
1371
Salomon & Ludwin
Virginia
$342K -$34.7K -506 -9%
GPI
1372
General Partner Inc
Pennsylvania
$341K +$2.74K +40 +0.8%
CWA
1373
Clearview Wealth Advisors
Oregon
$341K -$18.7K -273 -5%
GIA
1374
GHP Investment Advisors
Colorado
$341K -$25.7K -375 -7%
EWA
1375
EverSource Wealth Advisors
Alabama
$340K +$172K +2,505 +101%

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.