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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
CFO
1501
Callan Family Office
Pennsylvania
$274K +$287K +4,185 New
FWP
1502
FAS Wealth Partners
Kansas
$271K +$412 +6 +0.1%
UH
1503
Unigestion Holding
Switzerland
$271K -$7.01M -102,134 -96%
TAM
1504
Tucker Asset Management
Colorado
$271K -$42.1K -613 -13%
SCM
1505
SKBA Capital Management
California
$270K +$18.5K +270 +7%
CF
1506
Centaurus Financial
California
$269K +$755 +11 +0.3%
MPW
1507
Monterey Private Wealth
California
$268K +$24.4K +355 +9%
NAS
1508
NWF Advisory Services
California
$268K +$6.45K +94 +2%
MWM
1509
Mittelman Wealth Management
Massachusetts
$267K
EFA
1510
Edge Financial Advisors
Illinois
$267K +$12.4K +181 +5%
DI
1511
DDFG Inc
California
$267K +$280K +4,075 New
NCFG
1512
New Century Financial Group
New Jersey
$267K +$280K +4,075 New
RCM
1513
Raleigh Capital Management
North Carolina
$266K +$5.49K +80 +2%
RSWA
1514
Robinson Smith Wealth Advisors
Maine
$266K +$1.58K +23 +0.6%
GEA
1515
Glen Eagle Advisors
New Jersey
$265K -$82.3K -1,199 -23%
SDWIA
1516
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$265K -$13.7K -200 -5%
PFA
1517
Pathway Financial Advisors
Vermont
$265K
AWAG
1518
ARS Wealth Advisors Group
Florida
$263K -$7.07K -103 -2%
CPIA
1519
Cornell Pochily Investment Advisors
New York
$262K -$25K -365 -8%
OL
1520
Optas LLC
Texas
$262K +$59K +860 +27%
CCA
1521
Cottonwood Capital Advisors
Utah
$261K -$15.5K -226 -5%
TPWM
1522
Twelve Points Wealth Management
Massachusetts
$260K
CT
1523
Clearstead Trust
Maine
$259K
BFO
1524
Biltmore Family Office
North Carolina
$259K -$17.2K -250 -6%
CT
1525
Colonial Trust
South Carolina
$258K +$52.9K +771 +24%

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.