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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
MCM
1401
Magnolia Capital Management
New York
$248K
RWP
1402
Ridgecrest Wealth Partners
California
$248K
GHAM
1403
Gilman Hill Asset Management
Connecticut
$248K +$253K +4,000 New
PI
1404
Pettee Investors
Connecticut
$247K
VCAM
1405
Van Cleef Asset Management
Ohio
$247K
CST
1406
Charles Schwab Trust
Nevada
$246K -$90.3K -1,430 -27%
SIC
1407
Sterling Investment Counsel
New York
$246K +$251K +3,970 New
NAM
1408
NTV Asset Management
West Virginia
$245K
NCM
1409
NCM Capital Management
New Jersey
$245K +$63 +1 +0%
TWA
1410
TCI Wealth Advisors
Arizona
$245K +$2.78K +44 +1%
BIAS
1411
Beacon Investment Advisory Services
New Jersey
$244K -$119K -1,880 -32%
RMC
1412
Resources Management Corp
Connecticut
$244K -$3.16K -50 -1%
ACM
1413
Armbruster Capital Management
New York
$244K
AIM
1414
Alhambra Investment Management
Florida
$244K +$13.6K +216 +6%
FAM
1415
Formidable Asset Management
Ohio
$243K
AAS
1416
Ameritas Advisory Services
Nebraska
$242K -$4.11K -65 -2%
MWPCG
1417
Measured Wealth Private Client Group
New Hampshire
$241K -$2.4K -38 -1%
TW
1418
TrinityPoint Wealth
Connecticut
$241K +$28.9K +458 +13%
GC
1419
Garde Capital
Washington
$240K
CPIA
1420
Cornell Pochily Investment Advisors
New York
$240K +$126 +2 +0.1%
KWM
1421
KerberRose Wealth Management
Wisconsin
$240K +$244K +3,864 New
CB
1422
CNB Bank
Pennsylvania
$239K
P
1423
&Partners
Tennessee
$239K +$36.1K +571 +17%
DIP
1424
DT Investment Partners
Pennsylvania
$238K
JE
1425
JMAC Enterprises
Pennsylvania
$238K +$63 +1 +0%

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.