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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
AWA
2026
Arete Wealth Advisors
Illinois
-$433K -5,978 Closed
ARC
2027
Advisor Resource Council
Texas
-$422K -5,829 Closed
ST
2028
Sabal Trust
Florida
-$406K -5,604 Closed
GC
2029
Gilbert & Cook
Iowa
-$404K -5,582 Closed
KIC
2030
Keating Investment Counselors
Florida
-$398K -5,496 Closed
AFG
2031
AFS Financial Group
Maryland
-$376K -5,192 Closed
UFF
2032
USA Financial Formulas
Michigan
-$340K -4,692 Closed
WDC
2033
Woodward Diversified Capital
California
-$332K -4,588 Closed
VCM
2034
Virtue Capital Management
Tennessee
-$310K -4,251 Closed
GWS
2035
Glassman Wealth Services
Virginia
-$284K -3,922 Closed
FTIS
2036
First Trust Investment Solutions
Florida
-$273K -3,771 Closed
WA
2037
Wealthstream Advisors
New York
-$271K -3,744 Closed
FA
2038
Fiducient Advisors
Illinois
-$269K -3,692 Closed
JWCA
2039
J.W. Coons Advisors
Ohio
-$260K -3,597 Closed
PCIG
2040
Partners Capital Investment Group
Massachusetts
-$259K -3,577 Closed
JHP
2041
James Hambro & Partners
United Kingdom
-$246K -3,391 Closed
IA
2042
IFG Advisory
Georgia
-$242K -3,342 Closed
WAL
2043
W Advisors LLC
Tennessee
-$237K -3,272 Closed
BWCS
2044
Beirne Wealth Consulting Services
Connecticut
-$238K -3,258 Closed
EAMA
2045
EFG Asset Management (Americas)
Florida
-$229K -3,166 Closed
CCMG
2046
Clark Capital Management Group
Pennsylvania
-$228K -3,145 Closed
KWM
2047
Kolinsky Wealth Management
New Jersey
-$224K -3,095 Closed
HCC
2048
Hirtle Callaghan & Co
Pennsylvania
-$223K -3,077 Closed
VCM
2049
Vivaldi Capital Management
Illinois
-$220K -3,058 Closed
CWA
2050
Canvas Wealth Advisors
Kansas
-$221K -3,018 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.