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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
PAG
1851
Paladin Advisory Group
Iowa
-$157K -2,485 Closed
LAS
1852
Lloyd Advisory Services
Georgia
-$124K -1,967 Closed
FAG
1853
Fortitude Advisory Group
Washington
-$116K -1,840 Closed
TFO
1854
Tarbox Family Office
California
-$104K -1,655 Closed
FFA
1855
Freedman Financial Associates
Massachusetts
-$99K -1,569 Closed
GAM
1856
Gemmer Asset Management
California
-$80K -1,278 Closed
ACM
1857
Aquatic Capital Management
Illinois
-$75K -1,200 Closed
MFA
1858
McClarren Financial Advisors
Pennsylvania
-$67K -1,075 Closed
SQA
1859
Simon Quick Advisors
New Jersey
-$52K -828 Closed
CAGAS
1860
Capital Advisory Group Advisory Services
Minnesota
-$50K -800 Closed
T
1861
TCWP
Ohio
-$45K -721 Closed
ICM
1862
Islay Capital Management
Texas
-$44K -700 Closed
HIIFS
1863
Harel Insurance Investments & Financial Services
Israel
-$41K -657 Closed
CI
1864
Carroll Investors
South Carolina
-$38K -615 Closed
MAM
1865
McCarthy Asset Management
California
-$36K -573 Closed
SPWM
1866
Spartan Planning & Wealth Management
North Carolina
-$25K -406 Closed
LWMNY
1867
Landmark Wealth Management (New York)
New York
-$271 -271 Closed
GIA
1868
Goodwin Investment Advisory
Georgia
-$11K -177 Closed
CI
1869
Cordant Inc
Oregon
-$6K -93 Closed
TCM
1870
Tradewinds Capital Management
Washington
-$4K -69 Closed
PCOC
1871
Power Corp of Canada
Canada
-$4K -64 Closed
BHWM
1872
Beaird Harris Wealth Management
Texas
-$4K -57 Closed
IWP
1873
IAG Wealth Partners
Wisconsin
-$3K -42 Closed
TAIM
1874
TD Ameritrade Investment Management
Nebraska
-$2K -33 Closed
AW
1875
Alaethes Wealth
Nevada
-$1K -21 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.