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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
TP
1551
Tranquility Partners
Tennessee
$247K -$1.58K -23 -0.6%
VAM
1552
Verity Asset Management
North Carolina
$246K +$1.78K +26 +0.7%
ECM
1553
Elgethun Capital Management
South Dakota
$246K +$69 +1 +0%
GC
1554
Garde Capital
Washington
$246K -$17.2K -250 -6%
MIM
1555
Marco Investment Management
Georgia
$245K +$2.88K +42 +1%
CC
1556
Callan Capital
California
$245K +$14.6K +213 +6%
KWM
1557
KFG Wealth Management
Indiana
$244K +$31.6K +461 +14%
KC
1558
Kinloch Capital
Virginia
$244K
WKWM
1559
Walter & Keenan Wealth Management
Indiana
$243K -$3.43K -50 -1%
TF
1560
Tompkins Financial
New York
$243K
HB
1561
Horizon Bancorp
Indiana
$242K +$36.1K +526 +17%
HCM
1562
Hutner Capital Management
Vermont
$241K -$11.7K -170 -4%
RPWA
1563
Regent Peak Wealth Advisors
Georgia
$241K +$892 +13 +0.4%
NCM
1564
Next Capital Management
New York
$239K -$5.76K -84 -2%
DAM
1565
Doheny Asset Management
California
$239K
CAL
1566
Capital Advisors Ltd
Ohio
$239K +$4.8K +70 +2%
SP
1567
Stonebrook Private
Michigan
$239K -$686 -10 -0.3%
IWN
1568
Independent Wealth Network
Iowa
$238K +$2.4K +35 +1%
CBA
1569
Coastal Bridge Advisors
Connecticut
$238K +$617 +9 +0.2%
WDG
1570
Wealth Dimensions Group
Ohio
$238K -$3.36K -49 -1%
MWM
1571
Mattern Wealth Management
Kansas
$237K -$34.2K -499 -12%
SAM
1572
Satovsky Asset Management
New York
$237K +$1.51K +22 +0.6%
MWPCG
1573
Measured Wealth Private Client Group
New Hampshire
$237K +$8.23K +120 +3%
FL
1574
Fort LP
Maryland
$237K +$18.9K +275 +8%
VT
1575
Vise Technologies
New York
$236K +$248K +3,612 New

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.