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Mondelez International

1,990 hedge funds and large institutions have $74.7B invested in Mondelez International in 2024 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 738 increasing their positions, 785 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 116

0% less funds holding

Funds holding: 1,9991,990 (-9)

0.89% less ownership

Funds ownership: 80.16%79.26% (-0.89%)

6% less repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 785

5% less capital invested

Capital invested by funds: $79B → $74.7B (-$4.29B)

27% less call options, than puts

Call options by funds: $314M | Put options by funds: $430M

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

Holders
1,990
Holders Change
-9
Holders Change %
-0.45%
% of All Funds
28.67%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.22%
New
139
Increased
738
Reduced
785
Closed
116
Calls
$314M
Puts
$430M
Net Calls
-$116M
Net Calls Change
-$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
1926
NVWM LLC
Pennsylvania
$15.3K +$730 +10 +5%
EFP
1927
EnRich Financial Partners
Wisconsin
$14.8K +$15.5K +212 New
GWSA
1928
Global Wealth Strategies & Associates
Colorado
$14.5K
BHWM
1929
Beaird Harris Wealth Management
Texas
$14.1K
CYG
1930
Clean Yield Group
Vermont
$14K -$14.6K -200 -50%
MCM
1931
MidAtlantic Capital Management
Virginia
$14K
OIA
1932
Optimum Investment Advisors
Illinois
$14K
RFS
1933
Richardson Financial Services
Massachusetts
$14K +$14.6K +200 New
AFS
1934
Annapolis Financial Services
Maryland
$13.6K
RS
1935
Rakuten Securities
Japan
$13.3K +$3.94K +54 +40%
AP
1936
Aspect Partners
Virginia
$12.1K
FCMT
1937
Founders Capital Management (Texas)
Texas
$11.9K
RVM
1938
Robinson Value Management
Texas
$11.6K
CJ
1939
Caitlin John
Michigan
$11.5K
SIM
1940
Studio Investment Management
Illinois
$11.3K
MDCM
1941
Morgan Dempsey Capital Management
Wisconsin
$10.8K
EA
1942
Evolution Advisers
Virginia
$10K
RDIA
1943
RE Dickinson Investment Advisors
Iowa
$10K
HF
1944
Halpern Financial
Virginia
$9.86K -$14.6K -200 -58%
W
1945
WealthCollab
Washington
$9.31K
BAM
1946
Byrne Asset Management
New Jersey
$9.1K
FMP
1947
Financial Management Professionals
Texas
$9K -$7.88K -108 -46%
RTL
1948
Red Tortoise LLC
Georgia
$8.12K
GWP
1949
Gen-Wealth Partners
Michigan
$7.63K +$7.96K +109 New
CPA
1950
Clear Point Advisors
New York
$7.58K

MDLZ Hedge Fund Activity: Q1 2024 in Review

1,990 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q1 2024, worth a combined $74.7B — down 5.4% from $79B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new MDLZ positions and 116 closed out — a net gain of 23 holders — while 738 added to existing stakes and 785 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.22B. The largest seller was Morgan Stanley, cutting an estimated $1.59B.

  • 1,990 institutional investors held Mondelez International (MDLZ) as of Q1 2024, down from 1,999 in Q4 2023.
  • Funds reported $74.7B of Mondelez International stock for Q1 2024, down 5.4% quarter-over-quarter.
  • 139 funds opened new Mondelez International positions in Q1 2024 and 116 closed out, a net change of +23 holders.
  • The largest Mondelez International buyer in Q1 2024 was JP Morgan Chase, an estimated $1.22B added.
  • The largest Mondelez International seller in Q1 2024 was Morgan Stanley, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2024.