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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
AAP
1501
Arax Advisory Partners
Colorado
$79K +$78.4K +1,273 New
SFP
1502
Sterling Financial Planning
New Jersey
$78K
BWM
1503
Baystate Wealth Management
Massachusetts
$78K +$9.92K +161 +15%
PB
1504
Pinnacle Bancorp
Nebraska
$77K
JWM
1505
Janiczek Wealth Management
Colorado
$76K
VRM
1506
Vectors Research Management
New York
$75K
LWA
1507
Lenox Wealth Advisors
New York
$75K +$46.4K +753 +165%
AL
1508
ADE LLC
Maryland
$74K +$7.52K +122 +11%
AFIA
1509
America First Investment Advisors
Nebraska
$72K
BWM
1510
BerganKDV Wealth Management
Minnesota
$72K +$12.4K +201 +21%
BHWM
1511
Bay Harbor Wealth Management
Maryland
$69K +$370 +6 +0.5%
MFA
1512
McClarren Financial Advisors
Pennsylvania
$67K -$62 -1 -0.1%
BWP
1513
Baldwin Wealth Partners
Massachusetts
$66K
SOW
1514
State of Wyoming
Wyoming
$65K -$54.8K -890 -46%
PWMG
1515
Prestige Wealth Management Group
New Jersey
$63K -$5.3K -86 -8%
FCB
1516
First Command Bank
Texas
$63K
FCFS
1517
First Command Financial Services
Texas
$63K
JWA
1518
JFS Wealth Advisors
Pennsylvania
$63K +$8.81K +143 +17%
BCM
1519
Blume Capital Management
California
$63K +$62.4K +1,013 New
LSV Asset Management
1520
LSV Asset Management
Illinois
$62K -$715K -11,600 -92%
AP
1521
Atwood & Palmer
Missouri
$62K -$27.7K -450 -31%
FPFS
1522
First Personal Financial Services
North Carolina
$62K
SA
1523
SRH Advisors
Kansas
$62K
GM
1524
GeoWealth Management
Illinois
$62K +$61.1K +992 New
RDWM
1525
Red Door Wealth Management
Tennessee
$62K +$61.9K +1,004 New

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.