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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
TAM
1426
Townsend Asset Management
North Carolina
$315K
TWA
1427
TCI Wealth Advisors
Arizona
$315K +$33.7K +491 +11%
WC
1428
Waterloo Capital
Texas
$313K -$343 -5 -0.1%
PWP
1429
Phillips Wealth Planners
Mississippi
$313K -$111K -1,616 -25%
AMCA
1430
Arthur M. Cohen & Associates
Illinois
$312K
NFG
1431
Northeast Financial Group
Pennsylvania
$311K -$69 -1 -0%
RIA
1432
Realta Investment Advisors
Delaware
$311K -$52.9K -771 -14%
PWM
1433
Prentice Wealth Management
New York
$311K -$3.09K -45 -0.9%
GGI
1434
Godsey & Gibb Inc
Virginia
$310K -$38.4K -560 -11%
WA
1435
Waddell & Associates
Tennessee
$310K +$11.8K +172 +4%
BW
1436
Bison Wealth
Georgia
$308K
HH
1437
Hilltop Holdings
Texas
$307K +$961 +14 +0.3%
SIG
1438
Sargent Investment Group
Maryland
$307K -$8.23K -120 -2%
WTA
1439
Washington Trust Advisors
Massachusetts
$306K +$19.3K +281 +6%
MA
1440
MCF Advisors
Kentucky
$305K +$36.3K +529 +13%
FDDB
1441
Fidelity D&D Bancorp
Pennsylvania
$305K -$13.3K -194 -4%
PCG
1442
Prosperity Consulting Group
Maryland
$304K -$109K -1,590 -25%
VWA
1443
Visionary Wealth Advisors
Illinois
$304K -$37.3K -543 -10%
MCCA
1444
Mill Creek Capital Advisors
Pennsylvania
$303K +$52.6K +766 +20%
WHG
1445
Westwood Holdings Group
Texas
$303K +$3.02K +44 +1%
AC
1446
Allstate Corporation
Illinois
$303K -$1.99K -29 -0.6%
RWM
1447
Rockwood Wealth Management
Pennsylvania
$301K
CFGS
1448
Concourse Financial Group Securities
Alabama
$301K -$71.4K -1,040 -19%
SEP
1449
Southland Equity Partners
Missouri
$300K +$115K +1,683 +58%
DIM
1450
Delta Investment Management
California
$300K -$47.3K -690 -13%

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.