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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
KFP
1726
KB Financial Partners
New Jersey
$8K
PP
1727
Pacifica Partners
Canada
$8K
MGIM
1728
M&G Investment Management
United Kingdom
$7.36K -$4.01M -63,542 -35%
MS
1729
Mizuho Securities
Japan
$7K -$63 -1 -0.9%
AWMS
1730
Advocacy Wealth Management Services
Georgia
$7K
ACA
1731
Atlas Capital Advisors
Wyoming
$6.33K +$4.11K +65 +176%
SC
1732
Sierra Capital
Florida
$6K -$16.3K -258 -74%
MWC
1733
MBM Wealth Consultants
Missouri
$6K
BCPWM
1734
Bradley & Co Private Wealth Management
Florida
$5K
CWM
1735
Cranbrook Wealth Management
Michigan
$5K
EAM
1736
Eukles Asset Management
Ohio
$5K
JMF
1737
Johnson Midwest Financial
Iowa
$5K
ST
1738
Sageworth Trust
Pennsylvania
$5K
GIS
1739
Grayhawk Investment Strategies
Alberta, Canada
$5K +$4.04K +64 New
GAG
1740
Goodman Advisory Group
Massachusetts
$5K +$4.61K +73 New
FBT
1741
First Bank & Trust
South Dakota
$4K
POIA
1742
Pin Oak Investment Advisors
Texas
$4K
SAM
1743
Strategic Asset Management
Minnesota
$4K
DI
1744
Disciplined Investments
Oklahoma
$4K +$632 +10 +17%
Credit Agricole
1745
Credit Agricole
France
$4K +$4.36K +69 New
WAM
1746
WFA Asset Management
Wisconsin
$3.65K
BWL
1747
Bogart Wealth LLC
Virginia
$3K -$4.86K -77 -61%
Loomis, Sayles & Company
1748
Loomis, Sayles & Company
Massachusetts
$3K -$2.21K -35 -45%
HC
1749
Hoese & Co
Minnesota
$3K
PO
1750
Private Ocean
California
$3K

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.