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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
FIA
1726
Foundations Investment Advisors
Arizona
-$216K -3,651 Closed
MFW
1727
Mosaic Family Wealth
Missouri
-$212K -3,621 Closed
FHB
1728
First Hawaiian Bank
Hawaii
-$205K -3,494 Closed
SFM
1729
Signet Financial Management
New Jersey
-$202K -3,443 Closed
JSL
1730
JT Stratford LLC
Georgia
-$201K -3,433 Closed
IA
1731
IAM Advisory
Pennsylvania
-$203K -3,305 Closed
LTI
1732
Laffer Tengler Investments
Tennessee
-$189K -3,237 Closed
Twin Tree Management
1733
Twin Tree Management
Texas
-$178K -3,041 Closed
CL
1734
COWA LLC
Oklahoma
-$163K -2,778 Closed
TAM
1735
Troy Asset Management
United Kingdom
-$124K -2,306 Closed
SWP
1736
ShoreHaven Wealth Partners
New Jersey
-$120K -2,057 Closed
APWM
1737
Atlas Private Wealth Management
New York
-$106K -1,810 Closed
NICM
1738
Neo Ivy Capital Management
New York
-$85K -1,452 Closed
CAC
1739
Certified Advisory Corp
Florida
-$69K -1,184 Closed
WCM
1740
Wealthcare Capital Management
Virginia
-$68K -1,160 Closed
APP
1741
Alpha Paradigm Partners
Illinois
-$63K -1,069 Closed
SLF
1742
Sun Life Financial
Ontario, Canada
-$50K -848 Closed
SSWG
1743
Seven Springs Wealth Group
Tennessee
-$47K -808 Closed
MF
1744
Manchester Financial
California
-$41K -696 Closed
VBCG
1745
Valley Brook Capital Group
Pennsylvania
-$24K -425 Closed
MWP
1746
Meridian Wealth Partners
Pennsylvania
-$21K -357 Closed
HI
1747
Human Investing
Oregon
-$20K -334 Closed
MC
1748
Maverick Capital
Texas
-$19K -330 Closed
PCIA
1749
Prime Capital Investment Advisors
Kansas
-$17K -291 Closed
FP
1750
Fiduciary Planning
Florida
-$16K -276 Closed

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.