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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
MFP
1476
Meridian Financial Partners
Virginia
$217K +$215K +3,410 New
LGA
1477
Lebenthal Global Advisors
New York
$216K -$36.1K -571 -14%
LWM
1478
Lyell Wealth Management
California
$215K -$4.11K -65 -2%
SS
1479
Sunbelt Securities
Texas
$214K -$9.22K -146 -4%
GWM
1480
Greenhouse Wealth Management
Connecticut
$214K
IC
1481
Inscription Capital
Texas
$214K
CP
1482
Camelot Portfolios
Ohio
$213K +$316 +5 +0.1%
PFM
1483
Parsec Financial Management
North Carolina
$213K +$442 +7 +0.2%
CIA
1484
Cladis Investment Advisory
Montana
$212K
FA
1485
Fermata Advisors
California
$212K -$13.1K -208 -6%
HWA
1486
HCR Wealth Advisors
California
$212K
SBL
1487
Sargent Bickham Lagudis
Colorado
$212K +$29.4K +466 +16%
RA
1488
RFG Advisory
Alabama
$211K -$15.9K -252 -7%
CSB
1489
City State Bank
Iowa
$211K -$2.53K -40 -1%
CCA
1490
Cottonwood Capital Advisors
Utah
$211K
BFA
1491
Buttonwood Financial Advisors
Maryland
$211K +$215K +3,400 New
SAM
1492
Satovsky Asset Management
New York
$210K +$1.14K +18 +0.5%
SCM
1493
Stonebridge Capital Management
California
$209K -$31.8K -504 -13%
WB
1494
West Bancorporation
Iowa
$208K -$15.3K -243 -7%
LJHT
1495
Laurie J. Hall Trustee
$208K -$3.16K -50 -1%
DWM
1496
Drive Wealth Management
Utah
$208K +$211K +3,338 New
SAM
1497
Strategy Asset Managers
California
$206K -$230K -3,648 -52%
WDG
1498
Wealth Dimensions Group
Ohio
$206K
BCP
1499
Blackhawk Capital Partners
Wisconsin
$205K -$13.3K -210 -6%
IA
1500
IAM Advisory
Pennsylvania
$205K

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.