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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
BCA
1576
Bray Capital Advisors
Florida
$30K
AWM
1577
Activest Wealth Management
Florida
$29K -$6.16K -100 -18%
CFD
1578
Creative Financial Designs
Indiana
$29K -$123 -2 -0.4%
TCM
1579
Tradewinds Capital Management
Washington
$29K +$24.6K +400 +580%
NOI
1580
Newton One Investments
Delaware
$29K +$28.2K +457 New
LWANC
1581
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K
PAI
1582
Pittenger & Anderson Inc
Nebraska
$28K +$27.7K +450 New
Optiver Holding
1583
Optiver Holding
Netherlands
$28K +$27.8K +452 New
SWA
1584
SOA Wealth Advisors
New York
$26K -$1.29K -21 -5%
PSIWM
1585
Paradigm Strategies in Wealth Management
Minnesota
$26K
SMG
1586
Spectrum Management Group
Indiana
$26K +$986 +16 +4%
SIS
1587
Sound Income Strategies
Florida
$26K +$22.1K +358 +607%
FA
1588
Financial Advantage
Maryland
$25K
DFCM
1589
Dark Forest Capital Management
Puerto Rico
$25K +$24.5K +397 New
CYG
1590
Clean Yield Group
Vermont
$25K +$24.6K +400 New
ST
1591
Sageworth Trust
Pennsylvania
$24K -$27.7K -450 -54%
SWM
1592
Selective Wealth Management
Virginia
$24K -$12.3K -200 -34%
JFA
1593
JNBA Financial Advisors
Minnesota
$24K
IUHSA
1594
Itau Unibanco Holding S.A.
Brazil
$24K +$24K +389 New
CCMW
1595
Cypress Capital Management (Wyoming)
Wyoming
$23K -$49.3K -800 -69%
RA
1596
Resolute Advisors
California
$23K
RG
1597
Retirement Group
California
$23K
PGWM
1598
Parisi Gray Wealth Management
New Jersey
$23K +$23.2K +376 New
AFS
1599
Annapolis Financial Services
Maryland
$22K
IP
1600
Isthmus Partners
Wisconsin
$22K +$21.3K +346 New

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.