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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
CBT
1551
Central Bank & Trust
Kentucky
$43K -$308 -5 -0.7%
PCFFS
1552
Pacific Center for Financial Services
California
$43K
PP
1553
PrairieView Partners
Minnesota
$43K
CWA
1554
Clearview Wealth Advisors
Oregon
$42K
KTC
1555
Kistler-Tiffany Companies
Pennsylvania
$41K -$162K -2,633 -80%
WP
1556
WealthShield Partners
North Carolina
$41K +$2.83K +46 +8%
AF
1557
Arrow Financial
New York
$40K
EARNEST Partners
1558
EARNEST Partners
Georgia
$40K
CMBA
1559
C.M. Bidwell & Associates
Hawaii
$38K
SSC
1560
Syverson Strege & Co
Iowa
$38K
HCM
1561
Highlander Capital Management
New Jersey
$37K
IRC
1562
Investors Research Corp
Georgia
$37K
FC
1563
FORA Capital
Florida
$37K +$1.17K +19 +3%
HFA
1564
Hoover Financial Advisors
Pennsylvania
$37K +$5.3K +86 +17%
MAM
1565
McCarthy Asset Management
California
$36K
EBSAM
1566
Eubel Brady & Suttman Asset Management
Ohio
$36K +$38.3K +622 New
WWMSC
1567
Wagner Wealth Management (South Carolina)
South Carolina
$35K +$62 +1 +0.2%
MCM
1568
MV Capital Management
Maryland
$34K +$10.9K +177 +48%
AIG
1569
American International Group
New York
$33.3K +$91K +1,477 +0.3%
FWM
1570
Filbrandt Wealth Management
Wisconsin
$33K
HI
1571
Hudock Inc
Pennsylvania
$32K
FP
1572
Financial Perspectives
Minnesota
$31K -$1.76M -28,560 -98%
MAM
1573
Marquette Asset Management
Minnesota
$31K
Nisa Investment Advisors
1574
Nisa Investment Advisors
Missouri
$30.4K -$2.04M -33,035 -6%
LS
1575
Leelyn Smith
Illinois
$30K -$1.23K -20 -4%

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.