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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
YIA
576
YHB Investment Advisors
Connecticut
$2.38M +$97.3K +1,566 +4%
PAM
577
Paradigm Asset Management
New York
$2.37M -$24.8K -400 -0.9%
AIS
578
American Investment Services
Massachusetts
$2.36M +$15K +242 +0.6%
PCTC
579
Perkins Coie Trust Company
Washington
$2.36M +$32.9K +529 +1%
SFS
580
Strategic Financial Services
New York
$2.35M -$62.5K -1,007 -2%
HIC
581
Harvey Investment Company
Kentucky
$2.34M -$18.6K -300 -0.7%
JIC
582
Johnson Investment Counsel
Ohio
$2.34M +$9.69K +156 +0.4%
Lido Advisors
583
Lido Advisors
California
$2.31M -$27.1K -437 -1%
BRWA
584
B. Riley Wealth Advisors
Florida
$2.31M +$518K +8,347 +25%
AA
585
ALPS Advisors
Colorado
$2.31M -$2.53M -40,703 -49%
QIM
586
Quantitative Investment Management
Virginia
$2.31M +$2.61M +42,088 New
MC
587
Moors & Cabot
Massachusetts
$2.3M -$138K -2,228 -5%
HCM
588
Hengehold Capital Management
Ohio
$2.28M +$139K +2,240 +6%
FPB
589
First PREMIER Bank
South Dakota
$2.27M -$8.45K -136 -0.3%
KA
590
Kintegral Advisory
New York
$2.25M
BAMF
591
BI Asset Management Fondsmaeglerselskab
Denmark
$2.25M +$378K +6,089 +17%
SFS
592
Sowell Financial Services
Arkansas
$2.25M +$797K +12,832 +46%
RC
593
Roundview Capital
New Jersey
$2.25M +$17K +274 +0.7%
AAS
594
Avantax Advisory Services
Texas
$2.24M -$161K -2,595 -6%
ECM
595
Everence Capital Management
Indiana
$2.22M
MNBTD
596
Moody National Bank Trust Division
Texas
$2.2M +$18.5K +298 +0.7%
Assenagon Asset Management
597
Assenagon Asset Management
Luxembourg
$2.19M +$1.64M +26,357 +193%
CSUI
598
Cincinnati Specialty Underwriters Insurance
Ohio
$2.19M
FNT
599
First National Trust
Pennsylvania
$2.18M +$70.5K +1,135 +3%
CG
600
Colony Group
Massachusetts
$2.17M +$101K +1,620 +4%

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.