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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
CT
1451
Clearstead Trust
Maine
$229K
ACM
1452
Advisors Capital Management
New Jersey
$229K +$7.52K +119 +3%
RPWA
1453
Regent Peak Wealth Advisors
Georgia
$229K +$9.86K +156 +4%
DWP
1454
Destiny Wealth Partners
Florida
$229K +$232K +3,665 +20,361%
NCM
1455
Next Capital Management
New York
$227K
FMTCOCP
1456
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$226K +$28K +444 +14%
RWB
1457
RMR Wealth Builders
New Jersey
$225K +$228K +3,611 New
KA
1458
Klingman & Associates
New York
$224K -$4.55K -72 -2%
MPI
1459
Mairs & Power Inc
Minnesota
$224K
BPM
1460
Bowling Portfolio Management
Ohio
$222K +$4.11K +65 +2%
RWA
1461
Ropes Wealth Advisors
Massachusetts
$221K -$1.76M -27,806 -89%
WWM
1462
Windsor Wealth Management
Indiana
$221K -$84.1K -1,332 -27%
TSW
1463
Thompson Siegel & Walmsley
Virginia
$220K -$257K -4,076 -54%
MPW
1464
Monterey Private Wealth
California
$220K -$40.9K -647 -15%
BO
1465
Bank OZK
Arkansas
$220K -$4.74K -75 -2%
CAMG
1466
CWA Asset Management Group
Florida
$220K +$1.26K +20 +0.6%
MIM
1467
Merrion Investment Management
New Jersey
$219K -$12.6K -200 -5%
AIC
1468
Archer Investment Corporation
Indiana
$218K +$316 +5 +0.1%
CFO
1469
CVA Family Office
Colorado
$218K -$18.6K -295 -8%
PCG
1470
Private Capital Group
Connecticut
$218K -$14.9K -236 -6%
CPA
1471
Capital Planning Advisors
California
$218K -$8.65K -137 -4%
MMHP
1472
Murphy Middleton Hinkle & Parker
Georgia
$218K
CBA
1473
Coastal Bridge Advisors
Connecticut
$218K +$505 +8 +0.2%
GIM
1474
Grassi Investment Management
California
$217K
III
1475
Independent Investors Inc
New York
$217K

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.