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Mondelez International

1,805 hedge funds and large institutions have $66.8B invested in Mondelez International in 2022 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 674 increasing their positions, 663 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 102

16% more call options, than puts

Call options by funds: $244M | Put options by funds: $209M

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

1% more funds holding

Funds holding: 1,7791,805 (+26)

2% more repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 663

0.41% less ownership

Funds ownership: 77.13%76.73% (-0.41%)

6% less capital invested

Capital invested by funds: $71.1B → $66.8B (-$4.35B)

Holders
1,805
Holders Change
+26
Holders Change %
+1.46%
% of All Funds
28.47%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
148
Increased
674
Reduced
663
Closed
102
Calls
$244M
Puts
$209M
Net Calls
+$34.3M
Net Calls Change
+$240M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
526
Kingsview Wealth Management
Oregon
$3.19M +$411K +6,319 +14%
MCC
527
Money Concepts Capital
Florida
$3.16M +$801K +12,307 +32%
FNBT
528
FineMark National Bank & Trust
Florida
$3.15M -$868K -13,335 -21%
KFBMI
529
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.14M
NONA
530
Ninety One North America
New York
$3.13M -$1.56M -23,940 -32%
CAM
531
Cresset Asset Management
Illinois
$3.12M -$349K -5,360 -10%
YWP
532
YorkBridge Wealth Partners
New York
$3.11M +$63.8K +980 +2%
Lido Advisors
533
Lido Advisors
California
$3.08M +$902K +13,865 +39%
AIP
534
Ameritas Investment Partners
Nebraska
$3.06M -$37.4K -574 -1%
OAM
535
Oppenheimer Asset Management
New York
$3.05M -$279K -4,284 -8%
ATC
536
Argent Trust Co
Tennessee
$3.04M -$19.2K -295 -0.6%
VPIM
537
Vanguard Personalized Indexing Management
California
$3.04M -$631K -9,691 -17%
VAS
538
Vestmark Advisory Solutions
Massachusetts
$3.03M +$273K +4,190 +10%
LCC
539
Lincoln Capital Corp
Rhode Island
$3.02M +$5.6K +86 +0.2%
PAM
540
Paradigm Asset Management
New York
$3.01M
BCM
541
BTR Capital Management
California
$2.98M +$74.9K +1,150 +2%
OSAM
542
O'Shaughnessy Asset Management
Connecticut
$2.97M +$69.1K +1,062 +2%
NIMI
543
Natixis Investment Managers International
France
$2.97M +$3.08M +47,245 New
UCMOK
544
United Capital Management of KS
Kansas
$2.96M +$3.07M +47,212 New
ASN
545
Advisory Services Network
Georgia
$2.91M +$682K +10,476 +29%
PP
546
Palladium Partners
Virginia
$2.91M -$31K -477 -1%
SCA
547
Snowden Capital Advisors
New York
$2.89M +$2.65M +40,772 +772%
CWP
548
CFM Wealth Partners
Texas
$2.89M
BSA
549
Bull Street Advisors
Georgia
$2.87M +$40.9K +628 +1%
DADC
550
D.A. Davidson & Co
Montana
$2.87M +$21.2K +325 +0.7%