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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
CHC
1526
City Holding Co
West Virginia
$61K -$32.7K -530 -35%
SC
1527
Solstein Capital
California
$61K +$49.3K +800 +435%
LAM
1528
Lountzis Asset Management
Pennsylvania
$59K
OIA
1529
Optimum Investment Advisors
Illinois
$59K
FCA
1530
FinTrust Capital Advisors
South Carolina
$58K
GI
1531
Gradient Investments
Minnesota
$55K
SC
1532
Steph & Co
Wisconsin
$55K
AWM
1533
Atticus Wealth Management
Florida
$54K
CCA
1534
Catalyst Capital Advisors
New York
$54K +$1.79K +29 +3%
SQA
1535
Simon Quick Advisors
New Jersey
$53K +$1.97K +32 +4%
BFG
1536
Baron Financial Group
New Jersey
$52.5K -$3.08K -50 -6%
SN
1537
Sittner & Nelson
Oregon
$51K
CAGAS
1538
Capital Advisory Group Advisory Services
Minnesota
$50K
HWM
1539
Holloway Wealth Management
Florida
$50K
HS
1540
Horan Securities
United States
$49K -$54.4K -883 -53%
BMD
1541
Better Money Decisions
New Mexico
$49K +$246 +4 +0.5%
TFIPS
1542
Towarzystwo Funduszy Inwestycyjnych PZU SA
$48.1K
GCGDR
1543
Geo Capital Gestora de Recursos
Brazil
$48K -$981K -15,930 -95%
HWA
1544
HHM Wealth Advisors
Tennessee
$48K -$17.4K -282 -27%
GLLW
1545
Graves Light Lenhart Wealth
Virginia
$48K -$3.33K -54 -7%
HFS
1546
Horizon Financial Services
North Carolina
$48K
CTB
1547
Country Trust Bank
Illinois
$47K
MGIM
1548
M&G Investment Management
United Kingdom
$46.2K +$19.4M +314,867 +73%
SCA
1549
Stuart Chaussee & Associates
California
$45K -$2.71K -44 -6%
ICM
1550
Islay Capital Management
Texas
$44K

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.