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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
RIM
1701
Rockbridge Investment Management
New York
$13.8K -$12.5K -198 -47%
NL
1702
NVWM LLC
Pennsylvania
$13K -$5.05K -80 -28%
FPFS
1703
First Personal Financial Services
North Carolina
$13K
AW
1704
ACG Wealth
Georgia
$13K +$13.2K +209 New
COCM
1705
Charter Oak Capital Management
New Hampshire
$12K -$10.4K -165 -46%
AW
1706
Avion Wealth
Texas
$12K
GWA
1707
Gibson Wealth Advisors
Texas
$12K
M1FG
1708
Mach-1 Financial Group
Arkansas
$12K
TC
1709
Tacita Capital
Ontario, Canada
$12K
GKIM
1710
GW&K Investment Management
Massachusetts
$12K +$8.21K +130 +210%
LPWM
1711
Lake Point Wealth Management
Texas
$11K
RA
1712
Rise Advisors
New York
$11K
ETI
1713
Enterprise Trust & Investment
California
$11K +$11.3K +179 New
BAM
1714
Byrne Asset Management
New Jersey
$10K -$1.39M -22,065 -99%
ACK
1715
Andrew C. Karlinski
$10K
PFA
1716
Professional Financial Advisors
Nebraska
$10K +$63 +1 +0.7%
ANBT
1717
American National Bank & Trust
Texas
$9K
CFN
1718
Cordasco Financial Network
Florida
$9K
OAJ
1719
Ogorek Anthony Joseph
New York
$9K
SFCL
1720
Strengthening Families & Communities LLC
Massachusetts
$9K
WA
1721
Win Advisors
Florida
$9K +$7.01K +111 +317%
SFG
1722
Steward Financial Group
Texas
$9K +$7.08K +112 +260%
AWM
1723
Avondale Wealth Management
Texas
$9K +$9.03K +143 New
EIM
1724
Essex Investment Management
Massachusetts
$8K
EA
1725
Evolution Advisers
Virginia
$8K

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.