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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
PSB
1551
Piscataqua Savings Bank
New Hampshire
$109K +$20.2K +320 +22%
BWM
1552
Baystate Wealth Management
Massachusetts
$107K +$442 +7 +0.4%
RCG
1553
Rock Creek Group
District of Columbia
$106K +$505 +8 +0.5%
EIP
1554
Ellis Investment Partners
Pennsylvania
$106K +$569 +9 +0.5%
TFS
1555
TrustCore Financial Services
Tennessee
$105K
CWM
1556
Curi Wealth Management
North Carolina
$103K -$8.06M -127,640 -99%
HNWAG
1557
High Net Worth Advisory Group
Florida
$103K -$31.6K -500 -23%
IFAM
1558
Institutional & Family Asset Management
Colorado
$103K +$190 +3 +0.2%
JWM
1559
Janiczek Wealth Management
Colorado
$102K +$26.5K +420 +36%
PFGIA
1560
Patriot Financial Group Insurance Agency
Massachusetts
$101K -$22.9K -362 -18%
IRAG
1561
Investment Research & Advisory Group
Georgia
$100K
JEST
1562
JTC Employer Solutions Trustee
Jersey
$100K
HI
1563
Hudock Inc
Pennsylvania
$99K +$68.4K +1,083 +207%
FBC
1564
Fairfield, Bush & Co
Connecticut
$99K +$100K +1,588 New
EBA
1565
Eagle Bay Advisors
New York
$97.4K +$56K +887 +130%
ECG
1566
Edge Capital Group
Georgia
$96K +$98.2K +1,554 New
Capstone Investment Advisors
1567
Capstone Investment Advisors
New York
$94K +$18.9K +299 +25%
C
1568
Covestor
United Kingdom
$92K +$13.1K +208 +16%
MA
1569
MCF Advisors
Kentucky
$92K +$59.6K +943 +178%
TFGT
1570
TS Financial Group (TSFG)
Illinois
$91K +$190 +3 +0.2%
WOC
1571
West Oak Capital
California
$90K
BFPW
1572
BOK Financial Private Wealth
Colorado
$88K -$495K -7,837 -85%
Bank of Montreal
1573
Bank of Montreal
Ontario, Canada
$87.3K -$1.31M -20,802 -1%
VCM
1574
Versant Capital Management
Arizona
$87K
GWMIA
1575
Global Wealth Management Investment Advisory
Florida
$86K -$1.14K -18 -1%

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.