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
MIC
526
Means Investment Company
Maine
$2.94M +$59.7K +961 +2%
AWS
527
Atria Wealth Solutions
New York
$2.93M +$1.55M +24,902 +87%
ATC
528
Argent Trust Co
Tennessee
$2.93M +$372K +5,987 +13%
BAM
529
Boyar Asset Management
New York
$2.92M +$49.8K +802 +2%
CC
530
Courier Capital
New York
$2.92M +$39.6K +638 +1%
USAA
531
United Services Automobile Association
Texas
$2.89M +$119K +1,919 +4%
BWG
532
Beta Wealth Group
California
$2.88M -$34.5K -556 -1%
PAG
533
Private Advisor Group
New Jersey
$2.86M -$1.12M -18,068 -26%
PCM
534
Prelude Capital Management
New York
$2.85M +$2.51M +40,398 +348%
RPC
535
Rossmore Private Capital
Connecticut
$2.83M -$7.95K -128 -0.2%
OAM
536
Oppenheimer Asset Management
New York
$2.81M +$146K +2,352 +5%
YWP
537
YorkBridge Wealth Partners
New York
$2.81M +$67.2K +1,082 +2%
TCM
538
Twin Capital Management
Pennsylvania
$2.8M -$42.4K -683 -1%
NMIMC
539
Northwestern Mutual Investment Management Company
Wisconsin
$2.79M -$557K -8,972 -15%
BCM
540
BTR Capital Management
California
$2.79M +$87K +1,400 +3%
MFG
541
Merit Financial Group
Georgia
$2.79M -$367K -5,905 -10%
MLL
542
Moody Lynn & Lieberson
Massachusetts
$2.78M -$2.58M -41,517 -45%
KCM
543
Kornitzer Capital Management
Kansas
$2.76M -$222K -3,568 -7%
KFBMI
544
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.74M
IMRF
545
Illinois Municipal Retirement Fund
Illinois
$2.74M +$457K +7,364 +17%
Capstone Investment Advisors
546
Capstone Investment Advisors
New York
$2.72M +$2.98M +48,035 +3,183%
SIM
547
Stratos Investment Management
Ohio
$2.71M -$282K -4,543 -8%
HFM
548
Hartford Financial Management
Connecticut
$2.71M -$117K -1,886 -4%
KRSITF
549
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.69M +$114K +1,835 +4%
UH
550
Unigestion Holding
Switzerland
$2.69M +$1.98M +31,884 +205%

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.