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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
RF
1501
Resolute Financial
Massachusetts
$205K
TIA
1502
Tiemann Investment Advisors
California
$205K
AFC
1503
AFT Forsyth & Company
Florida
$203K
AIM
1504
Avity Investment Management
Connecticut
$203K
SW
1505
SkyOak Wealth
Michigan
$203K +$2.21K +35 +1%
FWP
1506
FAS Wealth Partners
Kansas
$203K +$207K +3,269 New
TCM
1507
Telos Capital Management
California
$202K -$5.81K -92 -3%
LI
1508
Lafayette Investments
Maryland
$201K
SC
1509
Sawyer & Company
Massachusetts
$201K
RP
1510
Riverwater Partners
Wisconsin
$200K +$204K +3,222 New
FPS
1511
Fieldpoint Private Securities
Connecticut
$199K -$95.2K -1,507 -32%
ALAM
1512
Asahi Life Asset Management
Japan
$197K +$200K +3,170 New
Q
1513
QVR
California
$196K +$199K +3,153 New
VC
1514
Vestor Capital
Illinois
$193K
HCP
1515
Hexagon Capital Partners
Arkansas
$190K -$3.22K -51 -2%
MTIC
1516
Missouri Trust & Investment Company
Missouri
$185K -$5.68K -90 -3%
CAL
1517
Capital Analysts LLC
Pennsylvania
$185K +$821 +13 +0.4%
ACM
1518
AUA Capital Management
Pennsylvania
$183K
BAM
1519
Bellevue Asset Management
Washington
$177K
RA
1520
Resolute Advisors
California
$172K +$948 +15 +0.5%
CFFP
1521
Center for Financial Planning
Michigan
$171K -$379 -6 -0.2%
JWA
1522
JFS Wealth Advisors
Pennsylvania
$171K +$1.71K +27 +1%
PVH
1523
Psagot Value Holdings
Israel
$171K +$174K +2,750 New
GWSG
1524
GPS Wealth Strategies Group
Colorado
$169K +$1.07K +17 +0.6%
CA
1525
CoreCap Advisors
Michigan
$168K -$1.29M -20,409 -88%

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.