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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
AWM
1526
Avior Wealth Management
Nebraska
$165K
JGIA
1527
Jackson Grant Investment Advisers
Connecticut
$161K +$442 +7 +0.3%
DSC
1528
Duncker Streett & Co
Missouri
$160K
ZIG
1529
Zullo Investment Group
Pennsylvania
$155K -$695 -11 -0.4%
ME
1530
McIlrath & Eck
Washington
$155K +$7.96K +126 +5%
AWM
1531
Accel Wealth Management
Iowa
$153K -$11.9K -188 -7%
VWM
1532
Valley Wealth Managers
New Jersey
$152K -$278K -4,400 -64%
LD
1533
Lipe & Dalton
New York
$149K
BSB
1534
Bangor Savings Bank
Maine
$147K +$150K +2,371 New
TWM
1535
Tradition Wealth Management
Minnesota
$141K +$16.3K +258 +13%
CAL
1536
Capital Advisors Ltd
Ohio
$136K +$695 +11 +0.5%
AAP
1537
Arax Advisory Partners
Colorado
$134K
BONH
1538
Bank of New Hampshire
New Hampshire
$131K
PI
1539
PineBridge Investments
New York
$122K -$13.2M -208,934 -99%
ATC
1540
Adirondack Trust Company
New York
$121K
UCB
1541
United Community Bank
South Carolina
$120K -$14.8K -235 -11%
FWM
1542
Focused Wealth Management
New York
$119K +$316 +5 +0.3%
CC
1543
Corsicana & Co
Texas
$118K
MAWCM
1544
Mine & Arao Wealth Creation & Management
California
$117K
CA
1545
Crewe Advisors
Utah
$117K +$45.9K +727 +63%
GFPC
1546
Global Financial Private Client
Florida
$115K
CJL
1547
Cyrus J. Lawrence
New York
$114K
TF
1548
TimeScale Financial
Massachusetts
$114K +$632 +10 +0.5%
KC
1549
Knuff & Co
California
$109K -$15.8K -250 -13%
TCCM
1550
Timber Creek Capital Management
Massachusetts
$109K

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.