We are live on ! Find out more
MDLZ icon

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
FGAM
1976
Financial Gravity Asset Management
Texas
$3.71K +$3.21K +44 +550%
FFA
1977
Frazier Financial Advisors
Ohio
$3.23K +$365 +5 +12%
FG
1978
Fairman Group
Pennsylvania
$2.89K
ECM
1979
Everence Capital Management
Indiana
$2.73K -$38K -520 -1%
GPFA
1980
Game Plan Financial Advisors
Ohio
$2.1K
IPW
1981
Impact Partnership Wealth
Georgia
$2.03K
EIM
1982
Essex Investment Management
Massachusetts
$1.89K
TWD
1983
True Wealth Design
Ohio
$1.89K +$1.97K +27 New
PD
1984
Point72 (DIFC)
United Arab Emirates
$1.89K +$1.97K +27 New
EAM
1985
Eukles Asset Management
Ohio
$1.75K -$5.47K -75 -75%
SGC
1986
Slocum, Gordon & Co
Rhode Island
$1.75K
HFS
1987
Horizon Financial Services
North Carolina
$1.19K +$1.24K +17 New
CAM
1988
ClariVest Asset Management
California
$911
WA
1989
WestEnd Advisors
North Carolina
$770 -$803 -11 -50%
WF
1990
WoodTrust Financial
Wisconsin
$230 +$4.82K +66 +2%
DWM
1991
Dogwood Wealth Management
Kansas
$11
CF
1992
Canoe Financial
Alberta, Canada
-$105M -1,449,918 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1993
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$76.9M -1,061,153 Closed
Jennison Associates
1994
Jennison Associates
New York
-$43.7M -603,992 Closed
IP
1995
Interval Partners
New York
-$29.4M -406,068 Closed
ICP
1996
Ilex Capital Partners
United Kingdom
-$18.2M -251,144 Closed
JFG
1997
Jefferies Financial Group
New York
-$16.7M -231,026 Closed
LIP
1998
Lighthouse Investment Partners
Florida
-$16.7M -230,000 Closed
MWM
1999
Moran Wealth Management
Florida
-$16.3M -225,206 Closed
PI
2000
PGGM Investments
Netherlands
-$10M -138,279 Closed

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.