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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
AAG
1951
Accordant Advisory Group
Maryland
$7.49K +$7.81K +107 New
FWA
1952
FSC Wealth Advisors
New York
$7.21K
VWA
1953
Valued Wealth Advisors
Utah
$7.04K -$876 -12 -11%
BC
1954
Barrett & Company
Rhode Island
$7.04K +$73 +1 +1%
PCM
1955
Penserra Capital Management
California
$7K -$451K -6,185 -98%
PWA
1956
Provenance Wealth Advisors
Florida
$7K -$5.33K -73 -42%
TCM
1957
TruNorth Capital Management
Michigan
$7K +$7.3K +100 New
DF
1958
Dunhill Financial
United Kingdom
$6.72K +$1.17K +16 +20%
BIM
1959
Breakwater Investment Management
Washington
$6.72K +$7.01K +96 New
BCPWM
1960
Bradley & Co Private Wealth Management
Florida
$5.6K
CWM
1961
Cranbrook Wealth Management
Michigan
$5.46K
TCM
1962
Tributary Capital Management
Nebraska
$5.46K +$5.69K +78 New
GAG
1963
Goodman Advisory Group
Massachusetts
$5.11K
VAG
1964
VisionPoint Advisory Group
Texas
$5.04K +$511 +7 +11%
POIA
1965
Pin Oak Investment Advisors
Texas
$5K
FGA
1966
Fortis Group Advisors
New Jersey
$4.83K -$5.04K -69 -50%
PS
1967
PayPay Securities
Japan
$4.55K -$146 -2 -3%
TWP
1968
TFO Wealth Partners
Ohio
$4.41K
SIC
1969
SJS Investment Consulting
Ohio
$4.34K +$73 +1 +2%
FRA
1970
Frank Rimerman Advisors
California
$4.27K
HI
1971
Hoey Investments
Pennsylvania
$4.2K
BC
1972
Broadwater Capital
Massachusetts
$4.13K
DWA
1973
Delos Wealth Advisors
Texas
$3.99K +$3.07K +42 +280%
TCA
1974
Trifecta Capital Advisors
Illinois
$3.85K
MWM
1975
Mascoma Wealth Management
New Hampshire
$3.78K

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.