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
SGK
2051
Steigerwald Gordon & Koch
Virginia
-$218K -3,010 Closed
CP
2052
Camelot Portfolios
Ohio
-$218K -3,004 Closed
MS
2053
Madden Securities
Texas
-$216K -2,982 Closed
SG
2054
StoneX Group
New York
-$215K -2,954 Closed
ACC
2055
Acorn Creek Capital
Colorado
-$209K -2,888 Closed
OFG
2056
Oxford Financial Group
Indiana
-$209K -2,883 Closed
LI
2057
Lafayette Investments
Maryland
-$206K -2,847 Closed
ORI
2058
Oak Ridge Investments
Illinois
-$205K -2,837 Closed
AL
2059
Aspiriant LLC
California
-$204K -2,821 Closed
VCP
2060
Verus Capital Partners
Arizona
-$204K -2,820 Closed
NEWAS
2061
N.E.W. Advisory Services
Wisconsin
-$203K -2,796 Closed
OWA
2062
Opal Wealth Advisors
New York
-$202K -2,788 Closed
PCOC
2063
Power Corp of Canada
Canada
-$201K -2,777 Closed
QCIG
2064
Quad-Cities Investment Group
Iowa
-$205K -2,776 Closed
HWA
2065
Heartwood Wealth Advisors
Virginia
-$201K -2,771 Closed
IP
2066
Ignite Planners
California
-$204K -2,759 Closed
MSWM
2067
McGlone Suttner Wealth Management
Wisconsin
-$174K -2,399 Closed
ME
2068
McIlrath & Eck
Washington
-$170K -2,345 Closed
AI
2069
AXS Investments
New York
-$161K -2,221 Closed
GG
2070
Greenwood Gearhart
Arkansas
-$159K -2,193 Closed
OP
2071
ORG Partners
Indiana
-$144K -1,994 Closed
JSAM
2072
J. Safra Asset Management
New York
-$142K -1,963 Closed
FWM
2073
Focused Wealth Management
New York
-$138K -1,906 Closed
FBC
2074
Fairfield, Bush & Co
Connecticut
-$110K -1,513 Closed
TCWA
2075
Turtle Creek Wealth Advisors
Texas
-$107K -1,471 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.