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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
AWM
1876
Abound Wealth Management
Tennessee
$18.8K -$2.33K -34 -11%
IUHSA
1877
Itau Unibanco Holding S.A.
Brazil
$18.8K +$19.7K +287 New
AW
1878
Avion Wealth
Texas
$18K +$480 +7 +3%
MAM
1879
Meeder Asset Management
Ohio
$17.8K -$1.01M -14,788 -98%
SR
1880
Syntax Research
Florida
$17.6K
UWS
1881
Unique Wealth Strategies
Illinois
$17.1K +$16.7K +244 New
BFPW
1882
BOK Financial Private Wealth
Colorado
$16.3K
NOI
1883
Newton One Investments
Delaware
$15.4K +$137 +2 +0.9%
WAM
1884
WFA Asset Management
Wisconsin
$15.1K -$4.18K -61 -21%
TCM
1885
Tanaka Capital Management
New York
$15K
NL
1886
NVWM LLC
Pennsylvania
$14K -$343 -5 -2%
RI
1887
Ridgewood Investments
New Jersey
$13.9K +$14.6K +213 New
EFP
1888
EnRich Financial Partners
Wisconsin
$13.9K
GWSA
1889
Global Wealth Strategies & Associates
Colorado
$13.5K
SGC
1890
Slocum, Gordon & Co
Rhode Island
$13.4K +$12.3K +180 +720%
VWWMG
1891
Vermillion & White Wealth Management Group
Pennsylvania
$13.1K -$6.86K -100 -33%
CYG
1892
Clean Yield Group
Vermont
$13.1K
MCM
1893
MidAtlantic Capital Management
Virginia
$13.1K
OIA
1894
Optimum Investment Advisors
Illinois
$13.1K
RFS
1895
Richardson Financial Services
Massachusetts
$13.1K
BHWM
1896
Beaird Harris Wealth Management
Texas
$12.9K -$274 -4 -2%
AFS
1897
Annapolis Financial Services
Maryland
$12.7K
HGA
1898
Hobbs Group Advisors
South Carolina
$12.2K +$12.8K +187 New
SSG
1899
Summit Securities Group
New York
$12K +$12.1K +177 New
MWA
1900
MFA Wealth Advisors
Pennsylvania
$11.7K +$12.3K +179 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.