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Mondelez International

1,779 hedge funds and large institutions have $71.1B invested in Mondelez International in 2021 Q4 according to their latest regulatory filings, with 250 funds opening new positions, 690 increasing their positions, 555 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 250 | Existing positions closed: 91

24% more repeat investments, than reductions

Existing positions increased: 690 | Existing positions reduced: 555

14% more capital invested

Capital invested by funds: $62.6B → $71.1B (+$8.57B)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

8% more funds holding

Funds holding: 1,6511,779 (+128)

0.14% more ownership

Funds ownership: 76.99%77.13% (+0.14%)

44% less call options, than puts

Call options by funds: $257M | Put options by funds: $462M

Holders
1,779
Holders Change
+128
Holders Change %
+7.75%
% of All Funds
27.38%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.2%
New
250
Increased
690
Reduced
555
Closed
91
Calls
$257M
Puts
$462M
Net Calls
-$205M
Net Calls Change
-$96.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.53B +$30.4M +492,873 +0.4%
BlackRock
2
BlackRock
New York
$5.8B -$74.9M -1,213,286 -1%
State Street
3
State Street
Massachusetts
$4.26B +$28.1M +456,083 +0.7%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.69B -$38.2M -619,137 -2%
Capital World Investors
5
Capital World Investors
California
$2.43B +$5.63M +91,179 +0.2%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.85B +$45.2M +731,915 +3%
LT
7
Lindsell Train
United Kingdom
$1.75B -$198M -3,203,405 -11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.54B +$33.9M +549,590 +2%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$1.52B +$343M +5,552,790 +32%
Bank of America
10
Bank of America
North Carolina
$1.43B +$72.5M +1,175,095 +6%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$1.4B +$72.9M +1,180,596 +6%
Northern Trust
12
Northern Trust
Illinois
$1.18B +$5.07M +82,129 +0.5%
Capital International Investors
13
Capital International Investors
California
$1.13B +$133M +2,162,384 +15%
Ameriprise
14
Ameriprise
Minnesota
$1.01B +$2.84M +46,006 +0.3%
Parnassus Investments
15
Parnassus Investments
California
$917M -$13.4M -217,488 -2%
Norges Bank
16
Norges Bank
Norway
$879M -$36.2M -587,042 -4%
N
17
Nuveen
North Carolina
$871M -$31.4M -508,363 -4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$810M -$11.9M -192,276 -2%
Morgan Stanley
19
Morgan Stanley
New York
$809M +$25.7M +416,800 +4%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$743M +$140M +2,271,331 +25%
Wells Fargo
21
Wells Fargo
California
$731M -$64.4M -1,042,839 -9%
Legal & General Group
22
Legal & General Group
United Kingdom
$708M -$21.1M -341,789 -3%
Invesco
23
Invesco
Georgia
$689M -$1.09M -17,678 -0.2%
Capital Research Global Investors
24
Capital Research Global Investors
California
$630M +$24.7M +401,044 +4%
Diamond Hill Capital Management
25
Diamond Hill Capital Management
Ohio
$611M -$19.4M -314,081 -3%

MDLZ Hedge Fund Activity: Q4 2021 in Review

1,779 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q4 2021, worth a combined $71.1B — up 14% from $62.6B a quarter earlier.

Buyers outnumbered sellers: 250 funds opened new MDLZ positions and 91 closed out — a net gain of 159 holders — while 690 added to existing stakes and 555 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $343M. The largest seller was Trian Fund Management, cutting an estimated $466M.

  • 1,779 institutional investors held Mondelez International (MDLZ) as of Q4 2021, up from 1,651 in Q3 2021.
  • Funds reported $71.1B of Mondelez International stock for Q4 2021, up 14% quarter-over-quarter.
  • 250 funds opened new Mondelez International positions in Q4 2021 and 91 closed out, a net change of +159 holders.
  • The largest Mondelez International buyer in Q4 2021 was T. Rowe Price Associates, an estimated $343M added.
  • The largest Mondelez International seller in Q4 2021 was Trian Fund Management, an estimated $466M sold.

Based on aggregated 13F filings for Q4 2021.