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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
RIM
2076
Rockbridge Investment Management
New York
-$106K -1,460 Closed
FIA
2077
FNY Investment Advisers
New York
-$94K -1,300 Closed
A
2078
AJOVista
Massachusetts
-$76.9K -1,062 Closed
PS
2079
Planned Solutions
California
-$73.2K -1,011 Closed
RFG
2080
REAP Financial Group
Texas
-$64.7K -893 Closed
GWMIA
2081
Global Wealth Management Investment Advisory
Florida
-$61.6K -850 Closed
ODG
2082
O'Dell Group
Ohio
-$56.8K -784 Closed
ANBT
2083
American National Bank & Trust
Texas
-$53.5K -738 Closed
GFL
2084
Granite FO LLC
New Hampshire
-$50.1K -692 Closed
LA
2085
LM Advisors
California
-$46.9K -647 Closed
WTG
2086
West Tower Group
Virginia
-$46.4K -641 Closed
SOW
2087
State of Wyoming
Wyoming
-$45.6K -630 Closed
IUHSA
2088
Itau Unibanco Holding S.A.
Brazil
-$44.2K -610 Closed
AWM
2089
Able Wealth Management
New Jersey
-$43.2K -597 Closed
AP
2090
Arlington Partners
Alabama
-$38K -524 Closed
AIMA
2091
Ables Iannone Moore & Associates
Georgia
-$26.1K -361 Closed
TVAMP
2092
Tennessee Valley Asset Management Partners
Tennessee
-$22.3K -309 Closed
NFA
2093
Northwest Financial Advisors
Virginia
-$22K -304 Closed
LF
2094
Lee Financial
Texas
-$22.1K -303 Closed
VWM
2095
Valley Wealth Managers
New Jersey
-$18.1K -250 Closed
LIWM
2096
Long Island Wealth Management
New York
-$16K -224 Closed
SSG
2097
Summit Securities Group
New York
-$15K -209 Closed
SA
2098
Scarborough Advisors
Maryland
-$14.4K -199 Closed
NA
2099
Nordwand Advisors
Pennsylvania
-$12.5K -173 Closed
Loomis, Sayles & Company
2100
Loomis, Sayles & Company
Massachusetts
-$11K -151 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.