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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.15B +$489M +6,696,897 +5%
BlackRock
2
BlackRock
New York
$6.79B -$151M -2,074,983 -2%
State Street
3
State Street
Massachusetts
$4.07B -$54M -739,521 -1%
JP Morgan Chase
4
JP Morgan Chase
New York
$3.72B +$1.22B +16,774,642 +46%
Capital Research Global Investors
5
Capital Research Global Investors
California
$2.27B +$161M +2,206,023 +7%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$2.07B -$500M -6,847,257 -19%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.92B +$57.3M +784,366 +3%
Bank of America
8
Bank of America
North Carolina
$1.79B +$112M +1,530,253 +6%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.76B -$352M -4,823,133 -16%
Morgan Stanley
10
Morgan Stanley
New York
$1.54B -$1.59B -21,785,925 -50%
Ameriprise
11
Ameriprise
Minnesota
$1.23B +$35.1M +480,703 +3%
Norges Bank
12
Norges Bank
Norway
$1.13B -$66.2M -907,052 -5%
Northern Trust
13
Northern Trust
Illinois
$1.11B -$63.2M -865,475 -5%
LT
14
Lindsell Train
United Kingdom
$1B -$188M -2,570,205 -15%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$835M +$620M +8,496,380 +247%
Capital World Investors
16
Capital World Investors
California
$832M -$707M -9,680,192 -45%
Capital International Investors
17
Capital International Investors
California
$777M -$268M -3,672,464 -25%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$756M -$158M -2,159,174 -17%
N
19
Nuveen
North Carolina
$750M -$16.4M -224,543 -2%
VAM
20
Vontobel Asset Management
New York
$719M -$15.6M -213,893 -2%
Wells Fargo
21
Wells Fargo
California
$717M +$16.6M +227,122 +2%
UBS Group
22
UBS Group
Switzerland
$673M +$37.4M +512,704 +6%
Legal & General Group
23
Legal & General Group
United Kingdom
$635M -$12.8M -174,744 -2%
Deutsche Bank
24
Deutsche Bank
Germany
$627M -$171K -2,346 -0%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$610M -$131M -1,794,731 -17%

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.