Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MONDELEZ INTL INC (MDLZ)

2K + Investors. Track Smart Money conviction in MDLZ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -49
Streak
2Q ▼
Buyers last Q
37%

Smart Money Signals — MDLZ

Based on 1718 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their MDLZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
1,718 funds currently hold this stock — 92% of the 3.0-year high of 1,865 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
88 fewer hedge funds hold MDLZ compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 37% buying

648 buying1125 selling
Last quarter: 1,125 funds sold vs only 648 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
📈

More new buyers each quarter (+78 vs last Q)

new funds entering per quarter
Funds opening a new MDLZ position: 198 → 137 → 104 → 182. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

78% of holders stayed for 2+ years

■ 78% conviction (2yr+) ■ 13% medium ■ 10% new
1,337 out of 1,718 hedge funds have held MDLZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~182 new funds/quarter

165 → 198 → 137 → 104 → 182 new funds/Q
New funds entering each quarter: 198 → 137 → 104 → 182. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 77% of holders stayed 2+ years

■ 77% veterans ■ 9% 1-2yr ■ 14% new
Of 1,763 current holders: 1,351 (77%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
48 of 1718 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in MDLZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: MDLZ

How many hedge funds hold MDLZ — quarterly history vs. share price
Quarterly hedge fund ownership of MDLZ vs. share price

Market Analysis: MDLZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MDLZ

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

161 top-rated funds 5 high-conviction
Consensus
9.6
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: MDLZ
2026 Q1 Stats Unlock in 22 days 2K + Investors

Track Smart Money conviction in MDLZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1763 1818 -3.03%
13F Shares 1.07B 1.06B 0.5%
Total Value $55.42B $64.16B -13.62%
New Positions 185 106 +79
Increased Positions 536 659 -123
Closed Positions 236 172 +64
Reduced Positions 949 876 +73
Total Calls 26 31 -16.13%
Total Puts 25 29 -13.79%
PUT/CALL Ratio 0.96 0.94 Neutral

Statistics: MDLZ

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MDLZ. Verified SEC 13F-HR filings.

Top 25 institutional holders of MDLZ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lindsell Train Ltd 6.55% 3,561,964 $205.3M
2 Kennon-Green & Company, LLC 4.35% 92,104 $5.3M
3 Guinness Asset Management LTD 3.45% 3,467,238 $199.8M
4 Verde Servicos Internacionais S.A. 2.74% 155,340 $9K
5 BOURGEON CAPITAL MANAGEMENT LLC 2.58% 258,477 $14.9M
6 CONFLUENCE INVESTMENT MANAGEMENT LLC 1.89% 2,112,856 $121.8M
7 M. Kraus & Co 1.88% 112,016 $6.5M
8 ZWJ INVESTMENT COUNSEL INC 1.44% 690,840 $39.8M
9 Collaborative Fund Advisors, LLC 1.26% 35,511 $2.0M
10 Bull Street Advisors, LLC 1.25% 43,875 $3K
11 CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1.22% 286,343 $16.5M
12 PCB Capital LLC 1.19% 13,756 $741K
13 Town & Country Bank & Trust CO dba First Bankers Trust CO 1.10% 56,321 $3.2M
14 MITCHELL & PAHL PRIVATE WEALTH, LLC 1.08% 45,973 $2.6M
15 Center for Wealth Management Advisory 1.00% 25,214 $1.4M
16 OLD REPUBLIC INTERNATIONAL CORP 0.95% 414,100 $24K
17 PARTHENON LLC 0.91% 138,378 $8.0M
18 Cascade Investment Advisors, Inc. 0.91% 26,593 $1.5M
19 TRITONPOINT WEALTH, LLC 0.89% 142,572 $8.3M
20 Peoples Bank/KS 0.81% 13,904 $801K
21 DEPRINCE RACE & ZOLLO INC 0.77% 706,831 $40.7M
22 Davis Capital Management 0.76% 19,525 $1.1M
23 Perennial Advisors, LLC 0.76% 77,454 $4.5M
24 Alpha Omega Wealth Management LLC 0.76% 81,046 $4.7M
25 HOWE & RUSLING INC 0.73% 194,166 $11.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — MONDELEZ INTL INC (MDLZ)

What does the Smart Money Trend signal show for MDLZ?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their MDLZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MDLZ?

Heavy selling pressure — only 37% buying: Last quarter: 1,125 funds sold vs only 648 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for MDLZ holders?

Elite ownership — 66% AUM from top-100 funds: 48 of 1718 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in MDLZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MDLZ?

78% of holders stayed for 2+ years: 1,337 out of 1,718 hedge funds have held MDLZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.