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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
CH
1851
Canton Hathaway
Rhode Island
$26K
EFMH
1852
E Fund Management (HK)
Hong Kong
$26K +$27.6K +403 New
CSWM
1853
Cassady Schiller Wealth Management
Ohio
$25.6K
CMP
1854
Coston McIsaac & Partners
Maine
$25K
RDFA
1855
Ritter Daniher Financial Advisory
Ohio
$24.7K
SWP
1856
SIMA Wealth Partners
Virginia
$24.1K +$25.2K +368 New
BIA
1857
Bell Investment Advisors
California
$23.7K -$5.56K -81 -18%
CWM
1858
CarsonAllaria Wealth Management
Illinois
$23.5K +$24.6K +359 New
FFL
1859
Financial Freedom LLC
Ohio
$23.3K +$137 +2 +0.6%
TCM
1860
TD Capital Management
Tennessee
$22.9K
TSWM
1861
Tyler-Stone Wealth Management
Ohio
$22.8K
WIA
1862
Wetzel Investment Advisors
Indiana
$22.6K -$36.1K -526 -62%
FPF
1863
First Pacific Financial
Washington
$21.8K
PCA
1864
Providence Capital Advisors
North Carolina
$21.5K
BSC
1865
Brown Shipley & Co
United Kingdom
$21.4K +$69 +1 +0.3%
HWP
1866
Highline Wealth Partners
California
$21.3K +$1.24K +18 +6%
FFO
1867
Fortitude Family Office
Arizona
$20.9K +$5.9K +86 +37%
CAM
1868
Creekmur Asset Management
Illinois
$20.8K +$274 +4 +1%
BL
1869
BFSG LLC
California
$20.1K -$6.86K -100 -25%
AS
1870
Altshuler Shaham
Israel
$20K -$2.13K -31 -9%
RAM
1871
Ramirez Asset Management
New York
$19.6K
SWM
1872
Sanctuary Wealth Management
Idaho
$19.6K
TIM
1873
Thompson Investment Management
Wisconsin
$19.6K
GLR
1874
Great Lakes Retirement
Ohio
$19.6K +$20.4K +297 New
DPW
1875
DiNuzzo Private Wealth
Pennsylvania
$19.2K -$69 -1 -0.3%

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.