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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
MA
1626
MCF Advisors
Kentucky
$11K -$15.4K -250 -59%
APWA
1627
Atlas Private Wealth Advisors
New Jersey
$11K -$8.5K -138 -45%
PWA
1628
Phoenix Wealth Advisors
North Carolina
$11K +$1.05K +17 +11%
LPWM
1629
Lake Point Wealth Management
Texas
$11K +$11.1K +180 New
BEI
1630
Benjamin Edwards Inc
Missouri
$10K
BC
1631
Burleson & Co
California
$9K
CFN
1632
Cordasco Financial Network
Florida
$9K
OAJ
1633
Ogorek Anthony Joseph
New York
$9K
PFA
1634
Professional Financial Advisors
Nebraska
$9K +$62 +1 +0.7%
KFP
1635
KB Financial Partners
New Jersey
$8K -$198K -3,209 -96%
EIM
1636
Essex Investment Management
Massachusetts
$8K
PP
1637
Pacifica Partners
Canada
$8K
TAIM
1638
TD Ameritrade Investment Management
Nebraska
$8K +$5.73K +93 +221%
FFG
1639
Ford Financial Group
California
$8K +$8.5K +138 New
HWM
1640
HighMark Wealth Management
Minnesota
$7K -$1.85K -30 -21%
MS
1641
Mizuho Securities
Japan
$7K +$123 +2 +2%
Parallax Volatility Advisers
1642
Parallax Volatility Advisers
California
$7K +$6.78K +110 New
FI
1643
FormulaFolio Investments
Michigan
$6K
JPLA
1644
Joseph P. Lucia & Associates
New York
$6K
Kayne Anderson Rudnick Investment Management
1645
Kayne Anderson Rudnick Investment Management
California
$6K
MWC
1646
MBM Wealth Consultants
Missouri
$6K
TLFA
1647
True Link Financial Advisors
California
$6K +$5.98K +97 New
CWM
1648
Cranbrook Wealth Management
Michigan
$5K -$9.3K -151 -66%
BCPWM
1649
Bradley & Co Private Wealth Management
Florida
$5K
EAM
1650
Eukles Asset Management
Ohio
$5K

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.