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Mondelez International

1,963 hedge funds and large institutions have $69.4B invested in Mondelez International in 2024 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 724 increasing their positions, 803 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $305M | Put options by funds: $230M

2% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 131

0.24% less ownership

Funds ownership: 79.26%79.03% (-0.24%)

10% less repeat investments, than reductions

Existing positions increased: 724 | Existing positions reduced: 803

1% less funds holding

Funds holding: 1,9911,963 (-28)

7% less capital invested

Capital invested by funds: $74.7B → $69.4B (-$5.35B)

60% less funds holding in top 10

Funds holding in top 10: 156 (-9)

Holders
1,963
Holders Change
-28
Holders Change %
-1.41%
% of All Funds
28.35%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.09%
New
133
Increased
724
Reduced
803
Closed
131
Calls
$305M
Puts
$230M
Net Calls
+$74.7M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1776
Solstein Capital
California
$59.5K
MCA
1777
Maryland Capital Advisors
Maryland
$58.3K
SC
1778
Stephens Consulting
Michigan
$55.8K
LAM
1779
Lummis Asset Management
Texas
$54K
VAMG
1780
Voisard Asset Management Group
Michigan
$53.6K
KHC
1781
Koesten Hirschmann & Crabtree
Kansas
$53.3K
AWM
1782
AllSquare Wealth Management
New York
$53.2K
OA
1783
Operose Advisors
Wisconsin
$52.3K -$18.3K -266 -25%
WAG
1784
Wiser Advisor Group
Arizona
$52.2K +$412 +6 +0.8%
SWM
1785
Sugarloaf Wealth Management
Georgia
$51.7K
EAM
1786
Empirical Asset Management
Massachusetts
$51.6K +$1.6M +23,330 New
OWA
1787
Opal Wealth Advisors
New York
$51.6K +$54.1K +788 New
AWM
1788
Atticus Wealth Management
Florida
$51K
MBFW
1789
Morton Brown Family Wealth
Pennsylvania
$50.9K
MSWM
1790
Mowery & Schoenfeld Wealth Management
Illinois
$50.1K +$21.1K +308 +67%
CTWM
1791
Cherry Tree Wealth Management
Minnesota
$49.8K -$1.65K -24 -3%
RA
1792
Rise Advisors
New York
$49.5K +$274 +4 +0.5%
IFS
1793
Intelligent Financial Strategies
Minnesota
$49.4K
PCFFS
1794
Pacific Center for Financial Services
California
$48.7K
CAS
1795
Coppell Advisory Solutions
Texas
$48.2K +$50.6K +737 New
TVWM
1796
Tower View Wealth Management
Wisconsin
$47K +$274 +4 +0.6%
JFA
1797
JNBA Financial Advisors
Minnesota
$46.8K
SCA
1798
Stuart Chaussee & Associates
California
$46.8K
CHC
1799
City Holding Co
West Virginia
$45.8K
FFA
1800
Fairfield Financial Advisors
Massachusetts
$45.8K +$48K +700 New

MDLZ Hedge Fund Activity: Q2 2024 in Review

1,963 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q2 2024, worth a combined $69.4B — down 7.2% from $74.7B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new MDLZ positions and 131 closed out — a net gain of 2 holders — while 724 added to existing stakes and 803 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $845M. The largest seller was T. Rowe Price Associates, cutting an estimated $932M.

  • 1,963 institutional investors held Mondelez International (MDLZ) as of Q2 2024, down from 1,991 in Q1 2024.
  • Funds reported $69.4B of Mondelez International stock for Q2 2024, down 7.2% quarter-over-quarter.
  • 133 funds opened new Mondelez International positions in Q2 2024 and 131 closed out, a net change of +2 holders.
  • The largest Mondelez International buyer in Q2 2024 was GQG Partners, an estimated $845M added.
  • The largest Mondelez International seller in Q2 2024 was T. Rowe Price Associates, an estimated $932M sold.

Based on aggregated 13F filings for Q2 2024.