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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
CCMG
1476
Clark Capital Management Group
Pennsylvania
$288K +$302K +4,401 New
GRQ
1477
Gardner Russo & Quinn
Pennsylvania
$288K
TWM
1478
Thrive Wealth Management
Pennsylvania
$287K -$13.1K -191 -4%
PP
1479
PDS Planning
Ohio
$287K -$10.9K -159 -3%
MFWP
1480
Mosaic Family Wealth Partners
Missouri
$287K +$1.44K +21 +0.5%
APW
1481
Axim Planning & Wealth
Ohio
$286K
CGH
1482
CMG Global Holdings
Texas
$285K
SMA
1483
Sage Mountain Advisors
Georgia
$284K +$28.7K +418 +11%
TAM
1484
Trillium Asset Management
Massachusetts
$284K -$35.6K -519 -11%
WI
1485
Wintrust Investments
Illinois
$283K +$137 +2 +0%
VIM
1486
VELA Investment Management
Ohio
$282K
WSC
1487
Wellington Shields & Co
New York
$282K
TNAM
1488
Terra Nova Asset Management
New York
$281K
TWM
1489
Tradition Wealth Management
Minnesota
$281K +$22.4K +326 +8%
TC
1490
Trilogy Capital
California
$279K -$32.6K -475 -10%
SCM
1491
Steele Capital Management
Iowa
$278K +$17.9K +261 +7%
NCM
1492
NCM Capital Management
New Jersey
$278K +$20.7K +302 +8%
WIM
1493
WealthPlan Investment Management
Nebraska
$278K +$1.85K +27 +0.6%
RWPA
1494
Richard W. Paul & Associates
Michigan
$278K -$5.49K -80 -2%
PIMG
1495
Patriot Investment Management Group
Tennessee
$278K +$137 +2 +0%
DTC
1496
Davidson Trust Company
Washington
$278K
GWM
1497
Geneos Wealth Management
Colorado
$276K -$25.4K -370 -8%
HFP
1498
Holistic Financial Partners
Indiana
$275K -$123K -1,795 -30%
TCM
1499
Telos Capital Management
California
$275K -$686 -10 -0.2%
MFG
1500
Magnus Financial Group
New York
$275K -$7.89K -115 -3%

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.