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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
AWM
1526
Avior Wealth Management
Nebraska
$257K -$227K -3,306 -41%
ACM
1527
Armbruster Capital Management
New York
$257K
AWA
1528
Acorn Wealth Advisors
Michigan
$257K -$10.6K -154 -4%
TW
1529
Towerpoint Wealth
California
$256K +$65.6K +956 +32%
ISWM
1530
Independent Solutions Wealth Management
New York
$255K -$8.64K -126 -3%
MHR
1531
Matthew Hamilton Rosenberg
$255K -$2.4K -35 -0.9%
VF
1532
Vest Financial
Virginia
$254K +$40.7K +593 +18%
CIA
1533
Cladis Investment Advisory
Montana
$254K
ACM
1534
AUA Capital Management
Pennsylvania
$254K
WCF
1535
West Coast Financial
California
$253K
PFA
1536
Pure Financial Advisors
California
$252K +$10.5K +153 +4%
SIS
1537
Strategic Investment Solutions
Illinois
$252K +$254K +3,699 New
TAM
1538
Titleist Asset Management
Texas
$252K +$3.43K +50 +1%
WDL
1539
Well Done LLC
Michigan
$251K -$1.85K -27 -0.7%
PIFP
1540
Partners in Financial Planning
Virginia
$251K
BFA
1541
Bill Few Associates
Pennsylvania
$251K -$26.8K -390 -9%
BB
1542
Burford Brothers
Texas
$250K +$3.16K +46 +1%
CW
1543
Channel Wealth
California
$250K -$1.03K -15 -0.4%
IA
1544
IFP Advisors
Florida
$249K +$20.5K +299 +9%
BCM
1545
Bayesian Capital Management
New York
$249K -$2.9M -42,300 -92%
PI
1546
Pettee Investors
Connecticut
$249K -$11.9K -173 -4%
WA
1547
Wealth Architects
California
$248K -$2.13K -31 -0.8%
HWA
1548
HCR Wealth Advisors
California
$248K +$4.87K +71 +2%
HAC
1549
Harbor Advisory Corp
New Hampshire
$248K
AC
1550
Asio Capital
Kentucky
$247K -$14.3K -209 -5%

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.