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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
CIAS
1801
CBIZ Investment Advisory Services
Ohio
$45.7K -$8.99K -131 -16%
CBT
1802
Central Bank & Trust
Kentucky
$45.5K
PP
1803
PrairieView Partners
Minnesota
$45K
OLVIG
1804
Oliver Lagore Vanvalin Investment Group
Michigan
$44.2K +$2.19K +32 +5%
FMP
1805
Financial Management Professionals
Texas
$44K +$37.4K +545 +426%
ETS
1806
ESL Trust Services
New York
$44K +$8.71K +127 +23%
RL
1807
Rogco LP
Oklahoma
$42.6K -$3.5K -51 -7%
SFCL
1808
Strengthening Families & Communities LLC
Massachusetts
$42K +$43.7K +637 New
MSG
1809
Main Street Group
Virginia
$41.5K -$1.51K -22 -3%
AP
1810
Atwood & Palmer
Missouri
$41.2K
CPG
1811
Cornerstone Planning Group
New Jersey
$41K -$1.1K -16 -3%
RTC
1812
Riverview Trust Company
Washington
$40.9K
PA
1813
PSI Advisors
Florida
$40.8K
SN
1814
Sittner & Nelson
Oregon
$40.3K
CMBA
1815
C.M. Bidwell & Associates
Hawaii
$39.7K
CFM
1816
Catalyst Funds Management
Australia
$39.3K +$41.2K +600 New
GKIM
1817
GW&K Investment Management
Massachusetts
$39K +$6.31K +92 +18%
PWMG
1818
Private Wealth Management Group
New Jersey
$38.7K -$10.2K -149 -20%
AF
1819
Arrow Financial
New York
$38.6K
PP
1820
PFS Partners
New Jersey
$37.2K
RWM
1821
Ruedi Wealth Management
Illinois
$36.6K +$5.83K +85 +18%
C
1822
Covestor
United Kingdom
$36K +$1.92K +28 +5%
CIR
1823
Clear Investment Research
Georgia
$35K +$206 +3 +0.6%
MFA
1824
McClarren Financial Advisors
Pennsylvania
$35K -$28.3K -413 -76%
RWMG
1825
Redwood Wealth Management Group
New Jersey
$34.9K +$36.6K +533 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.