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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
BA
1676
Bivin & Associates
Oklahoma
$24K
SMG
1677
Spectrum Management Group
Indiana
$24K
NC
1678
NewSquare Capital
Pennsylvania
$23K
AFS
1679
Annapolis Financial Services
Maryland
$22K
CCMW
1680
Cypress Capital Management (Wyoming)
Wyoming
$22K
DWA
1681
Delos Wealth Advisors
Texas
$22K
BSWA
1682
Bromfield Sneider Wealth Advisors
Massachusetts
$21K -$73.3K -1,160 -78%
GM
1683
GeoWealth Management
Illinois
$21K +$1.14K +18 +5%
LF
1684
Lee Financial
Texas
$21K +$1.33K +21 +7%
CMP
1685
Coston McIsaac & Partners
Maine
$21K +$21.6K +342 New
KA
1686
Kozak & Associates
Colorado
$20K +$126 +2 +0.6%
PA
1687
PSI Advisors
Florida
$19K
IUHSA
1688
Itau Unibanco Holding S.A.
Brazil
$18K -$20.7K -327 -52%
BPC
1689
Banque Pictet & Cie
Switzerland
$17K -$1.93M -30,605 -10%
CWM
1690
Castle Wealth Management
Florida
$17K +$16.9K +268 New
AIP
1691
Ahrens Investment Partners
Louisiana
$16K
CCA
1692
Column Capital Advisors
Indiana
$16K
BIA
1693
Bell Investment Advisors
California
$16K +$16.6K +262 New
ARIS
1694
Advanced Research Investment Solutions
California
$15K
DWMG
1695
DB Wealth Management Group
California
$15K
PCA
1696
Providence Capital Advisors
North Carolina
$15K
HFS
1697
Heritage Financial Services
Massachusetts
$15K +$15.3K +243 New
TCM
1698
Tanaka Capital Management
New York
$14K
TJHA
1699
Thomas J. Herzfeld Advisors
Florida
$14K
OLVIG
1700
Oliver Lagore Vanvalin Investment Group
Michigan
$14K +$1.2K +19 +9%

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.