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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
WEG
1826
World Equity Group
Illinois
-$281K -4,470 Closed
SRC
1827
Shufro Rose & Co
New York
-$276K -4,394 Closed
CCG
1828
Cypress Capital Group
Florida
-$275K -4,386 Closed
EAM
1829
Evanson Asset Management
California
-$269K -4,290 Closed
MIH
1830
Meitav Investment House
Israel
-$251K -4,000 Closed
FFA
1831
Founders Financial Alliance
North Carolina
-$238K -3,789 Closed
JSW
1832
Journey Strategic Wealth
New Jersey
-$226K -3,587 Closed
SWM
1833
Segment Wealth Management
Texas
-$224K -3,573 Closed
AF
1834
Alerus Financial
North Dakota
-$222K -3,544 Closed
CSPAM
1835
Cary Street Partners Asset Management
Virginia
-$222K -3,529 Closed
CWS
1836
Cypress Wealth Services
California
-$215K -3,421 Closed
RCG
1837
Resource Consulting Group
Florida
-$213K -3,400 Closed
NPF
1838
Norris Perne & French
Michigan
-$213K -3,392 Closed
PCA
1839
Personal Capital Advisors
California
-$207K -3,294 Closed
SHFA
1840
SS&H Financial Advisors
Michigan
-$204K -3,245 Closed
WF
1841
WoodTrust Financial
Wisconsin
-$202K -3,221 Closed
DJSG
1842
D.J. St. Germain
Massachusetts
-$202K -3,217 Closed
HFBOT
1843
Home Federal Bank of Tennessee
Tennessee
-$201K -3,200 Closed
CFG
1844
Compton Financial Group
Maryland
-$201K -3,199 Closed
CIP
1845
Convergence Investment Partners
Florida
-$201K -3,196 Closed
CWA
1846
Canvas Wealth Advisors
Kansas
-$206K -3,180 Closed
HA
1847
Herold Advisors
New York
-$188K -3,000 Closed
DWM
1848
Dorchester Wealth Management
Quebec, Canada
-$227K -2,890 Closed
CC
1849
Commons Capital
Massachusetts
-$179K -2,857 Closed
WDL
1850
Well Done LLC
Michigan
-$177K -2,817 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.