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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
Janney Montgomery Scott
201
Janney Montgomery Scott
Pennsylvania
$31.8M -$2.71M -37,092 -8%
Commonwealth Equity Services
202
Commonwealth Equity Services
Massachusetts
$31.5M -$413K -5,656 -1%
OIAM
203
OFI Invest Asset Management
France
$31.1M +$856K +11,729 +3%
Schroder Investment Management Group
204
Schroder Investment Management Group
United Kingdom
$30.9M -$15.1M -206,936 -32%
FTF
205
Freedom Together Foundation
New York
$30.9M
Baird Financial Group
206
Baird Financial Group
Wisconsin
$30.7M +$573K +7,851 +2%
AIG
207
American International Group
New York
$30.7M -$593K -8,125 -2%
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$30.5M +$245K +3,362 +0.8%
EDRH
209
Edmond de Rothschild Holding
Switzerland
$30.3M -$4.29M -58,789 -12%
BFEC
210
Benjamin F. Edwards & Company
Missouri
$28.7M +$1.34M +18,338 +5%
CSS
211
Cubist Systematic Strategies
Connecticut
$28M +$29.2M +399,820 New
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28M +$21.2M +290,881 +268%
WI
213
Wafra Inc
New York
$27.7M
DP
214
Dearborn Partners
Illinois
$27.4M -$9.48M -129,808 -25%
ASRS
215
Arizona State Retirement System
Arizona
$27.3M +$568K +7,786 +2%
KeyBank National Association
216
KeyBank National Association
Ohio
$27.3M -$1.62M -22,151 -5%
Teacher Retirement System of Texas
217
Teacher Retirement System of Texas
Texas
$27M -$2.55M -34,984 -8%
Macquarie Group
218
Macquarie Group
Australia
$26.1M +$5.98M +81,865 +28%
SOMRS
219
State of Michigan Retirement System
Michigan
$25.8M -$255K -3,500 -0.9%
SYBT
220
Stock Yards Bank & Trust
Kentucky
$25.7M +$234K +3,201 +0.9%
BHIA
221
Birch Hill Investment Advisors
Massachusetts
$25.7M -$370K -5,065 -1%
BPCE
222
Bank Pictet & Cie (Europe)
Germany
$25.6M +$5.76M +78,957 +28%
SDJVC
223
St. Denis J. Villere & Co
Louisiana
$25.3M -$370K -5,070 -1%
NAM
224
Nissay Asset Management
Japan
$25.3M +$2.09M +28,668 +9%
RJFSA
225
Raymond James Financial Services Advisors
Florida
$25.2M +$2.69M +36,907 +11%

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.