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
SPS
2001
Susquehanna Portfolio Strategies
Pennsylvania
-$9.01M -124,374 Closed
AIM
2002
Artemis Investment Management
United Kingdom
-$8.61M -118,849 Closed
GBWM
2003
Granite Bay Wealth Management
New Hampshire
-$6.52M -94,983 Closed
PP
2004
Prudential plc
United Kingdom
-$4.77M -65,853 Closed
PCM
2005
Pinnbrook Capital Management
New York
-$4.31M -59,514 Closed
MCM
2006
Moore Capital Management
New York
-$4.28M -59,093 Closed
SH
2007
SeaTown Holdings
Singapore
-$4.06M -56,000 Closed
HT
2008
Heritage Trust
Oklahoma
-$3.86M -53,310 Closed
HCM
2009
Hengehold Capital Management
Ohio
-$3.31M -45,697 Closed
HT
2010
Headlands Technologies
Illinois
-$2.57M -35,470 Closed
FI
2011
FJ Investments
Utah
-$2.56M -35,300 Closed
Impax Asset Management Group
2012
Impax Asset Management Group
United Kingdom
-$2.21M -30,574 Closed
M1FG
2013
Mach-1 Financial Group
Arkansas
-$1.79M -24,771 Closed
GIS
2014
Grayhawk Investment Strategies
Alberta, Canada
-$1.36M -18,804 Closed
CM
2015
Churchill Management
California
-$1.33M -18,412 Closed
OMC
2016
Overbrook Management Corp
New York
-$1.11M -15,341 Closed
LCWP
2017
Legacy Capital Wealth Partners
Arkansas
-$1.09M -14,980 Closed
SFFS
2018
Stonehage Fleming Financial Services
Jersey
-$877K -12,102 Closed
TSS
2019
Two Sigma Securities
New York
-$672K -9,200 Closed
BCM
2020
Bluefin Capital Management
New York
-$600K -8,300 Closed
JWBC
2021
John W. Bristol & Co
New York
-$543K -7,500 Closed
ESBC
2022
E.S. Barr & Co
Kentucky
-$511K -7,060 Closed
LCGC
2023
Legacy Capital Group California
California
-$496K -6,849 Closed
WAM
2024
Weiss Asset Management
Massachusetts
-$443K -6,120 Closed
SGI
2025
Summit Global Investments
Utah
-$434K -5,989 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.