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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
RWP
1426
Ridgecrest Wealth Partners
California
$200K +$197K +3,199 New
VC
1427
Vestor Capital
Illinois
$194K
IF
1428
Ironwood Financial
Arizona
$193K
CFO
1429
CVA Family Office
Colorado
$193K +$19.7K +320 +12%
RCG
1430
Rock Creek Group
District of Columbia
$182K +$25.7K +417 +17%
CAL
1431
Capital Analysts LLC
Pennsylvania
$180K +$739 +12 +0.4%
BAM
1432
Bellevue Asset Management
Washington
$177K -$12.8K -208 -7%
SFSIG
1433
San Francisco Sentry Investment Group
California
$177K -$185 -3 -0.1%
AWM
1434
Accel Wealth Management
Iowa
$177K +$108K +1,750 +160%
ME
1435
McIlrath & Eck
Washington
$173K -$6.71K -109 -4%
CFFP
1436
Center for Financial Planning
Michigan
$172K
DOA
1437
D'Orazio & Associates
Virginia
$171K -$35.4K -575 -17%
AA
1438
Addison Advisors
Vermont
$171K +$169K +2,746 New
GWSG
1439
GPS Wealth Strategies Group
Colorado
$169K +$21.3K +346 +15%
LPIC
1440
LeJeune Puetz Investment Counsel
Michigan
$167K
LD
1441
Lipe & Dalton
New York
$164K -$998K -16,200 -86%
MHR
1442
Matthew Hamilton Rosenberg
$164K
RIM
1443
Rockbridge Investment Management
New York
$163K +$6.59K +107 +4%
JGIA
1444
Jackson Grant Investment Advisers
Connecticut
$160K +$431 +7 +0.3%
WQ
1445
Wealth Quarterback
New Jersey
$157K +$154K +2,506 New
RCA
1446
Ranch Capital Advisors
Florida
$155K
GAM
1447
GVO Asset Management
Switzerland
$155K +$19.3K +314 +14%
Assenagon Asset Management
1448
Assenagon Asset Management
Luxembourg
$154K +$19.3K +314 +15%
GWS
1449
Glassman Wealth Services
Virginia
$137K -$8.19K -133 -6%
FHC
1450
First Horizon Corporation
Tennessee
$131K

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.