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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
KHCM
1651
Kirtland Hills Capital Management
Ohio
$204K +$1.37K +20 +0.6%
DAM
1652
Diamant Asset Management
Connecticut
$204K +$214K +3,118 New
NCM
1653
Nelson Capital Management
California
$204K +$213K +3,110 New
WGAM
1654
Wilkinson Global Asset Management
New York
$203K +$6.86K +100 +3%
LSA
1655
Lion Street Advisors
Texas
$203K -$10.4K -151 -5%
DPIM
1656
Duff & Phelps Investment Management
Illinois
$203K -$863K -12,574 -80%
SFA
1657
Source Financial Advisors
New York
$203K -$1.65K -24 -0.8%
KWAG
1658
Kiely Wealth Advisory Group
North Carolina
$202K +$2.26K +33 +1%
GSEP
1659
Golden State Equity Partners
California
$202K +$211K +3,082 New
NPF
1660
Norris Perne & French
Michigan
$201K -$1.37K -20 -0.6%
CFG
1661
Compton Financial Group
Maryland
$201K
IA
1662
IFG Advisory
Georgia
$201K +$210K +3,064 New
WPP
1663
Whalerock Point Partners
Rhode Island
$200K
TFGT
1664
TS Financial Group (TSFG)
Illinois
$199K +$69 +1 +0%
TIA
1665
Tiemann Investment Advisors
California
$197K
CP
1666
Camelot Portfolios
Ohio
$197K +$206K +3,004 New
FCT
1667
First Community Trust
Iowa
$194K
WWP
1668
WR Wealth Planners
Missouri
$189K +$5.83K +85 +3%
QC
1669
Quent Capital
New York
$189K -$24.8K -362 -11%
JWA
1670
JFS Wealth Advisors
Pennsylvania
$189K -$14.8K -215 -7%
AAP
1671
Arax Advisory Partners
Colorado
$188K +$123K +1,793 +165%
Parallax Volatility Advisers
1672
Parallax Volatility Advisers
California
$187K +$196K +2,858 New
BAM
1673
Bellevue Asset Management
Washington
$186K
SG
1674
Sienna Gestion
France
$182K
PWMG
1675
Prestige Wealth Management Group
New Jersey
$181K +$125K +1,821 +195%

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.