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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
SFO
1826
Standard Family Office
South Dakota
$34.2K
AAG
1827
Armstrong Advisory Group
Massachusetts
$34.1K
MLA
1828
MB, Levis & Associates
Pennsylvania
$33.3K +$69 +1 +0.2%
OCM
1829
Orion Capital Management
California
$32.7K
SA
1830
SRH Advisors
Kansas
$32.7K
SJIM
1831
St. Johns Investment Management
Florida
$32.7K
FP
1832
Financial Perspectives
Minnesota
$32.6K +$69 +1 +0.2%
DFA
1833
DHJJ Financial Advisors
Illinois
$32.1K
CWP
1834
Concord Wealth Partners
Virginia
$32K -$21.5K -313 -39%
KC
1835
Kepos Capital
New York
$32K -$549 -8 -2%
LWANC
1836
Laurel Wealth Advisors (North Carolina)
North Carolina
$31.9K +$5.28K +77 +19%
FPFS
1837
First Personal Financial Services
North Carolina
$31.7K
BCA
1838
Bray Capital Advisors
Florida
$31.1K
NECFA
1839
New England Capital Financial Advisors
Connecticut
$30.8K +$206 +3 +0.6%
TCG
1840
Transcendent Capital Group
Oklahoma
$30.8K
AWM
1841
Activest Wealth Management
Florida
$29.9K
IGWM
1842
ICA Group Wealth Management
Colorado
$29.6K -$7.13K -104 -19%
PCMC
1843
Planning Capital Management Corporation
Pennsylvania
$29.5K
MIFH
1844
Migdal Insurance & Financial Holdings
Israel
$29K +$29.7K +433 New
PAI
1845
Pittenger & Anderson Inc
Nebraska
$28.6K
WWM
1846
Wolff Wiese Magana
California
$28.4K +$686 +10 +2%
VF
1847
VitalStone Financial
Texas
$28.3K -$2.47K -36 -8%
FCAS
1848
First Command Advisory Services
Texas
$27.4K -$3.09K -45 -10%
LIA
1849
Lynx Investment Advisory
District of Columbia
$27.3K +$28.6K +417 New
SWA
1850
SOA Wealth Advisors
New York
$26.2K

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.