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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
PCG
1376
Private Capital Group
Connecticut
$219K -$4.62K -75 -2%
GIM
1377
Grassi Investment Management
California
$219K
III
1378
Independent Investors Inc
New York
$219K
MMHP
1379
Murphy Middleton Hinkle & Parker
Georgia
$219K
TP
1380
Tranquility Partners
Tennessee
$219K +$1.35K +22 +0.6%
AIC
1381
Ameritas Investment Company
Nebraska
$218K +$93.9K +1,525 +126%
VC
1382
Veracity Capital
Georgia
$217K -$5.89M -95,646 -96%
BMCM
1383
Bryn Mawr Capital Management
Pennsylvania
$217K -$16K -260 -7%
MPI
1384
Mairs & Power Inc
Minnesota
$217K -$2.77K -45 -1%
TIA
1385
Tiemann Investment Advisors
California
$217K
CBA
1386
Coastal Bridge Advisors
Connecticut
$217K +$431 +7 +0.2%
BCM
1387
Becker Capital Management
Oregon
$217K +$214K +3,472 New
GWM
1388
Greenhouse Wealth Management
Connecticut
$216K
WDG
1389
Wealth Dimensions Group
Ohio
$216K
CAMG
1390
CWA Asset Management Group
Florida
$216K +$213K +3,454 New
GSEP
1391
Golden State Equity Partners
California
$216K +$213K +3,458 New
CPC
1392
Cookson Peirce & Co
Pennsylvania
$215K +$212K +3,447 New
CIP
1393
Convergence Investment Partners
Florida
$214K -$8.87K -144 -4%
RPWA
1394
Regent Peak Wealth Advisors
Georgia
$214K +$209K +3,390 New
AC
1395
Avestar Capital
New York
$213K -$293K -4,763 -58%
CP
1396
Camelot Portfolios
Ohio
$213K +$210K +3,406 New
TVWM
1397
Tower View Wealth Management
Wisconsin
$212K -$17.9K -290 -8%
LJHT
1398
Laurie J. Hall Trustee
$212K
HWA
1399
HCR Wealth Advisors
California
$212K +$209K +3,394 New
PFM
1400
Parsec Financial Management
North Carolina
$212K +$209K +3,399 New

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.