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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
OIA
1601
Optimum Investment Advisors
Illinois
$59K
TC
1602
Truvestments Capital
Florida
$57K +$58.1K +920 New
PP
1603
PrairieView Partners
Minnesota
$56K
SC
1604
Steph & Co
Wisconsin
$55K -$68.4K -1,082 -55%
AS
1605
Altshuler Shaham
Israel
$55K -$16.8K -266 -23%
SWM
1606
Sugarloaf Wealth Management
Georgia
$55K +$4.17K +66 +8%
FCB
1607
First Command Bank
Texas
$54K -$3.41K -54 -6%
FCFS
1608
First Command Financial Services
Texas
$54K -$3.41K -54 -6%
MCM
1609
MV Capital Management
Maryland
$53K -$758 -12 -1%
WWP
1610
WR Wealth Planners
Missouri
$52.9K
A
1611
AustralianSuper
Australia
$52.3K +$22.1M +349,404 +71%
BFG
1612
Baron Financial Group
New Jersey
$52.2K
GI
1613
Gradient Investments
Minnesota
$52K
HS
1614
Horan Securities
United States
$52K +$9.16K +145 +20%
MCA
1615
Maryland Capital Advisors
Maryland
$50K +$12.6K +200 +33%
WAM
1616
Worth Asset Management
Texas
$48K -$44.9K -711 -48%
CHC
1617
City Holding Co
West Virginia
$48K -$12.6K -200 -21%
MBFW
1618
Morton Brown Family Wealth
Pennsylvania
$48K +$632 +10 +1%
WWMSC
1619
Wagner Wealth Management (South Carolina)
South Carolina
$48K +$48.4K +766 New
IFS
1620
Intelligent Financial Strategies
Minnesota
$47K -$37.9K -600 -44%
SIS
1621
Sound Income Strategies
Florida
$47K +$21.2K +335 +78%
BCM
1622
Blume Capital Management
California
$47K +$47.4K +750 New
AC
1623
Armistice Capital
New York
$46.9K +$22.5M +356,000 +89%
ODG
1624
O'Dell Group
Ohio
$46K
SC
1625
Seldon Capital
California
$46K

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.