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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
LWP
1751
Lumature Wealth Partners
Georgia
$3K +$2.72K +43 New
BA
1752
Bellwether Advisors
Nebraska
$3K +$3.73K +59 New
HWMA
1753
Heritage Wealth Management (Arizona)
Arizona
$2.36K -$107K -1,695 -98%
UFF
1754
USA Financial Formulas
Michigan
$2K -$2.57M -40,681 -100%
CAC
1755
Certified Advisory Corp
Florida
$2K -$102K -1,617 -98%
BIM
1756
Baldwin Investment Management
Pennsylvania
$1.36K -$34K -539 -2%
NFSG
1757
Newbridge Financial Services Group
Florida
$1K -$12.1K -191 -91%
SC
1758
Schubert & Co
Texas
$1K -$63 -1 -9%
IAS
1759
IMA Advisory Services
Colorado
$1K
TCWA
1760
Ten Capital Wealth Advisors
Washington
$1K
CCM
1761
Cribstone Capital Management
Maine
$1K +$253 +4 +36%
TWP
1762
TFO Wealth Partners
Ohio
$1K +$948 +15 New
MS
1763
Marshall & Sullivan
Washington
$1K +$1.07K +17 New
BRWM
1764
B. Riley Wealth Management
Tennessee
$704 +$93.9K +1,487 +15%
ONST
1765
Old North State Trust
North Carolina
$646
IAIM
1766
International Assets Investment Management
Florida
$513 +$43.3K +686 +9%
HT
1767
HighTower Trust
Texas
$228 +$239K +3,788 New
WIM
1768
Westside Investment Management
California
$209 -$5.31K -84 -2%
RDIA
1769
RE Dickinson Investment Advisors
Iowa
$9
Qube Research & Technologies (QRT)
1770
Qube Research & Technologies (QRT)
United Kingdom
-$68.2M -1,086,066 Closed
ACM
1771
Atlanta Capital Management
Georgia
-$66.8M -1,063,736 Closed
Voloridge Investment Management
1772
Voloridge Investment Management
Florida
-$45.3M -721,972 Closed
HF
1773
HRT Financial
New York
-$15.6M -248,403 Closed
TC
1774
TwinBeech Capital
New York
-$14.5M -231,410 Closed
MSL
1775
Mackay Shields LLC
New York
-$12.6M -200,152 Closed

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.