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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
AWA
1426
Acorn Wealth Advisors
Michigan
$238K +$632 +10 +0.3%
EFSCE
1427
Enterprise Financial Services Corp (EFSC)
Missouri
$238K +$6.63K +105 +3%
ACI
1428
Alpha Cubed Investments
California
$238K +$34.7K +550 +17%
CA
1429
Carson Advisory
Georgia
$237K -$12.6K -199 -5%
AC
1430
Asio Capital
Kentucky
$237K
CCA
1431
Childress Capital Advisors
Texas
$236K +$20.2K +319 +9%
FIM
1432
Freedom Investment Management
Connecticut
$236K +$20.3K +321 +9%
TIM
1433
Tortoise Investment Management
New York
$235K +$23.4K +370 +11%
BTIM
1434
BancFirst Trust & Investment Management
Oklahoma
$235K +$224K +3,542 New
EFG
1435
Everhart Financial Group
Ohio
$235K +$239K +3,778 New
WAM
1436
Weatherly Asset Management
California
$234K -$9.79K -155 -4%
BBA
1437
Baader Bank Aktiengesellschaft
Germany
$234K +$238K +3,770 New
EIG
1438
Ellenbecker Investment Group
Wisconsin
$233K +$1.26K +20 +0.5%
HR
1439
Howe & Rusling
New York
$233K +$42.1K +666 +22%
LMKC
1440
L.M. Kohn & Company
Ohio
$232K
TC
1441
Titleist Capital
Texas
$232K +$236K +3,743 New
PIP
1442
Peachtree Investment Partners
Florida
$231K -$47.6K -754 -17%
SCA
1443
Stonebridge Capital Advisors
Minnesota
$231K -$3.79K -60 -2%
DS
1444
DRW Securities
Illinois
$231K +$235K +3,717 New
BIP
1445
Blueprint Investment Partners
North Carolina
$230K -$161K -2,541 -41%
ACG
1446
Allen Capital Group
Nebraska
$230K +$126 +2 +0.1%
TP
1447
Tranquility Partners
Tennessee
$230K +$1.96K +31 +0.8%
KFI
1448
Key Financial Inc
Pennsylvania
$230K +$6.95K +110 +3%
SCI
1449
S&CO Inc
Massachusetts
$230K +$7.58K +120 +3%
IP
1450
Ignite Planners
California
$229K -$57.2K -905 -20%

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.