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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
CWA
1651
Clearview Wealth Advisors
Oregon
$37K
HCM
1652
Highlander Capital Management
New Jersey
$37K
PP
1653
PFS Partners
New Jersey
$35.3K
SWM
1654
Selective Wealth Management
Virginia
$35K +$22.6K +357 +179%
BWP
1655
Baldwin Wealth Partners
Massachusetts
$34K
RG
1656
Retirement Group
California
$33K -$3.79K -60 -10%
MAM
1657
Marquette Asset Management
Minnesota
$32K
LFG
1658
Larson Financial Group
Missouri
$32K +$25.4K +402 +332%
SA
1659
SRH Advisors
Kansas
$31K -$31.6K -500 -50%
FCMT
1660
Founders Capital Management (Texas)
Texas
$31K
LWANC
1661
Laurel Wealth Advisors (North Carolina)
North Carolina
$31K +$3.41K +54 +12%
OCM
1662
Orion Capital Management
California
$31K +$31.6K +500 New
FP
1663
Financial Perspectives
Minnesota
$30.9K
EW
1664
Evoke Wealth
California
$29K -$2.72K -43 -9%
AWM
1665
Activest Wealth Management
Florida
$29K
BCA
1666
Bray Capital Advisors
Florida
$29K
NOI
1667
Newton One Investments
Delaware
$28K
PAI
1668
Pittenger & Anderson Inc
Nebraska
$28K
WWM
1669
Wolff Wiese Magana
California
$26K
CDIA
1670
Capital Directions Investment Advisors
Georgia
$25K -$21.4K -339 -46%
CYG
1671
Clean Yield Group
Vermont
$25K -$5.05K -80 -17%
BCMLT
1672
Beacon Capital Management LLC (Tennessee)
Tennessee
$25K
FA
1673
Financial Advantage
Maryland
$25K
FCG
1674
Financial Connections Group
California
$25K
SWA
1675
SOA Wealth Advisors
New York
$24K -$1.2K -19 -5%

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.