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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
CCFCSB
1601
Cape Cod Five Cents Savings Bank
Massachusetts
$223K -$9.61K -140 -4%
TWP
1602
Tempus Wealth Planning
California
$222K +$3.64K +53 +2%
MPI
1603
Mairs & Power Inc
Minnesota
$222K -$19.1K -278 -8%
BFG
1604
Beacon Financial Group
Texas
$222K -$34.9K -508 -13%
Empower Advisory Group
1605
Empower Advisory Group
Colorado
$221K +$5.35K +78 +2%
BBA
1606
Baader Bank Aktiengesellschaft
Germany
$221K +$239K +3,484 New
IDBONY
1607
Israel Discount Bank of New York
New York
$221K -$157K -2,287 -40%
SS
1608
Sunbelt Securities
Texas
$221K -$4.05K -59 -2%
MFG
1609
Mosaic Financial Group
Illinois
$220K +$231K +3,363 New
WB
1610
West Bancorporation
Iowa
$220K
FAT
1611
First American Trust
California
$219K +$5.42K +79 +2%
CST
1612
Charles Schwab Trust
Nevada
$219K +$230K +3,350 New
RWM
1613
Rockline Wealth Management
New York
$219K +$230K +3,349 New
PP
1614
Pegasus Partners
Wisconsin
$218K
PGAM
1615
Princeton Global Asset Management
New Jersey
$218K
ICP
1616
Interchange Capital Partners
Pennsylvania
$218K +$228K +3,327 New
SIA
1617
Soltis Investment Advisors
Utah
$217K +$13.1K +191 +6%
BSHC
1618
Breed's Hill Capital
Massachusetts
$217K
JAM
1619
Jupiter Asset Management
United Kingdom
$217K -$63.3M -921,909 -100%
LWM
1620
Lakeridge Wealth Management
Ohio
$216K +$11.5K +168 +5%
HA
1621
Herold Advisors
New York
$216K
III
1622
Independent Investors Inc
New York
$216K
SAM
1623
SignalPoint Asset Management
Missouri
$216K +$7K +102 +3%
WIM
1624
Westside Investment Management
California
$216K +$2.26K +33 +1%
LC
1625
Lavaca Capital
Texas
$215K

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.