We are live on ! Find out more
MDLZ icon

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
ATC
1451
Adirondack Trust Company
New York
$130K
KC
1452
Knuff & Co
California
$125K
TWM
1453
Tradition Wealth Management
Minnesota
$125K +$123 +2 +0.1%
ACM
1454
AUA Capital Management
Pennsylvania
$125K +$862 +14 +0.7%
AIC
1455
Archer Investment Corporation
Indiana
$125K -$92.5K -1,502 -43%
LAS
1456
Lloyd Advisory Services
Georgia
$124K -$6.1K -99 -5%
TFS
1457
TrustCore Financial Services
Tennessee
$124K +$9.73K +158 +9%
CAL
1458
Capital Advisors Ltd
Ohio
$120K +$616 +10 +0.5%
CC
1459
Corsicana & Co
Texas
$119K +$117K +1,900 New
MAWCM
1460
Mine & Arao Wealth Creation & Management
California
$117K
PSB
1461
Piscataqua Savings Bank
New Hampshire
$115K
HCP
1462
Hexagon Capital Partners
Arkansas
$114K -$45.1K -732 -29%
LWM
1463
Liberty Wealth Management
California
$114K -$8.07K -131 -7%
TFO
1464
Tarbox Family Office
California
$114K +$37K +600 +49%
GFPC
1465
Global Financial Private Client
Florida
$113K
TF
1466
TimeScale Financial
Massachusetts
$112K +$554 +9 +0.5%
TCCM
1467
Timber Creek Capital Management
Massachusetts
$110K
NO
1468
Ninety One
South Africa
$110K +$9.06K +147 +9%
IRAG
1469
Investment Research & Advisory Group
Georgia
$108K +$7.27K +118 +7%
FCM
1470
Firestone Capital Management
Florida
$106K
IFAM
1471
Institutional & Family Asset Management
Colorado
$106K +$185 +3 +0.2%
HWMA
1472
Heritage Wealth Management (Arizona)
Arizona
$106K +$104K +1,695 New
BWA
1473
BDO Wealth Advisors
Florida
$105K -$11K -179 -10%
WP
1474
Waycross Partners
Kentucky
$104K
PFGIA
1475
Patriot Financial Group Insurance Agency
Massachusetts
$104K +$308 +5 +0.3%

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.