We are live on ! Find out more
MDLZ icon

Mondelez International

1,732 hedge funds and large institutions have $57.9B invested in Mondelez International in 2022 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 693 increasing their positions, 623 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $464M | Put options by funds: $197M

11% more repeat investments, than reductions

Existing positions increased: 693 | Existing positions reduced: 623

0.79% more ownership

Funds ownership: 76.31%77.1% (+0.79%)

9% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 114

2% less funds holding

Funds holding: 1,7711,732 (-39)

11% less capital invested

Capital invested by funds: $65.4B → $57.9B (-$7.48B)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
1,732
Holders Change
-39
Holders Change %
-2.2%
% of All Funds
29.84%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.28%
New
104
Increased
693
Reduced
623
Closed
114
Calls
$464M
Puts
$197M
Net Calls
+$267M
Net Calls Change
+$263M
Name Holding Trade Value Shares
Change
Change in
Stake
LOAME
501
Lombard Odier Asset Management (Europe)
United Kingdom
$3.44M +$1.56M +25,092 +67%
AIM
502
Arcadia Investment Management
Michigan
$3.43M +$66.8K +1,075 +2%
KWM
503
Kingsview Wealth Management
Oregon
$3.43M -$72.7K -1,171 -2%
FBT
504
First Bankers Trust
Kentucky
$3.42M -$16.8K -270 -0.4%
BCV
505
Banque Cantonale Vaudoise
Switzerland
$3.38M -$209K -3,367 -5%
MAM
506
Magellan Asset Management
Australia
$3.38M +$103K +1,661 +3%
CRIG
507
Charter Research & Investment Group
Connecticut
$3.38M -$9.63K -155 -0.3%
PRC
508
Pearl River Capital
Michigan
$3.37M +$3.81M +61,387 New
AssetMark Inc
509
AssetMark Inc
California
$3.35M +$538K +8,666 +17%
AAIM
510
American Assets Investment Management
California
$3.35M
FVWA
511
Foster Victor Wealth Advisors
South Carolina
$3.32M +$275K +4,427 +8%
GT
512
Glenview Trust
Kentucky
$3.3M +$130K +2,092 +4%
BPA
513
Beacon Pointe Advisors
California
$3.25M -$51K -821 -1%
MJRIC
514
Mogy Joel R Investment Counsel
California
$3.23M +$40.4K +650 +1%
JF
515
Jump Financial
Illinois
$3.22M -$1.26M -20,364 -26%
ETC
516
Exchange Traded Concepts
Oklahoma
$3.18M +$3.03M +48,760 +532%
SFI
517
Siemens Fonds Invest
Germany
$3.15M -$110K -1,772 -3%
IPAM
518
ICICI Prudential Asset Management
India
$3.13M +$771K +12,405 +29%
RBA
519
Richard Bernstein Advisors
New York
$3.09M -$2.05K -33 -0.1%
PA
520
Parallel Advisors
California
$3.06M +$131K +2,110 +4%
KNW
521
Kesler Norman & Wride
Utah
$3.05M +$289K +4,654 +9%
HT
522
Heritage Trust
Oklahoma
$3.03M -$6.15K -99 -0.2%
CAM
523
Cresset Asset Management
Illinois
$3.01M +$702K +11,309 +26%
AIM
524
Achmea Investment Management
Netherlands
$2.97M -$959K -15,440 -22%
API
525
Advisor Partners II
California
$2.96M +$3.35M +53,995 New

MDLZ Hedge Fund Activity: Q3 2022 in Review

1,732 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q3 2022, worth a combined $57.9B — down 11% from $65.4B a quarter earlier.

Sellers outnumbered buyers: 114 funds closed out of MDLZ and 104 opened new positions — a net loss of 10 holders — while 623 trimmed existing stakes and 693 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $265M. The largest seller was Wellington Management Group, cutting an estimated $974M.

  • 1,732 institutional investors held Mondelez International (MDLZ) as of Q3 2022, down from 1,771 in Q2 2022.
  • Funds reported $57.9B of Mondelez International stock for Q3 2022, down 11% quarter-over-quarter.
  • 104 funds opened new Mondelez International positions in Q3 2022 and 114 closed out, a net change of -10 holders.
  • The largest Mondelez International buyer in Q3 2022 was T. Rowe Price Associates, an estimated $265M added.
  • The largest Mondelez International seller in Q3 2022 was Wellington Management Group, an estimated $974M sold.

Based on aggregated 13F filings for Q3 2022.