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
BFO
601
Boston Family Office
Massachusetts
$2.16M -$90.2K -1,452 -4%
TTWM
602
TCV Trust & Wealth Management
Virginia
$2.16M -$52.5K -846 -2%
SCM
603
Schnieders Capital Management
California
$2.15M +$982K +15,812 +68%
CIA
604
Covington Investment Advisors
Pennsylvania
$2.15M
WF
605
Welch & Forbes
Massachusetts
$2.15M +$369K +5,933 +18%
CQS
606
Credential Qtrade Securities
$2.14M +$37.6K +606 +2%
HVIA
607
Hudson Valley Investment Advisors
New York
$2.14M -$10.6K -170 -0.4%
CAM
608
Close Asset Management
United Kingdom
$2.14M +$4.97K +80 +0.2%
P
609
Pitcairn
Pennsylvania
$2.14M +$399K +6,417 +20%
NAM
610
NorthCrest Asset Manangement
Minnesota
$2.13M -$59.8K -963 -2%
FC
611
FORA Capital
Florida
$2.13M +$2.42M +38,884 New
LWIC
612
Leith Wheeler Investment Counsel
British Columbia, Canada
$2.13M +$683K +11,000 +40%
MPPW
613
Mitchell & Pahl Private Wealth
Oklahoma
$2.11M +$18.5K +298 +0.8%
COI
614
Connable Office Inc
Michigan
$2.11M -$12.4K -199 -0.5%
NSAM
615
North Star Asset Management
Wisconsin
$2.08M -$3.73K -60 -0.2%
TSS
616
Two Sigma Securities
New York
$2.08M +$1.47M +23,603 +164%
Carson Wealth (CWM LLC)
617
Carson Wealth (CWM LLC)
Nebraska
$2.07M +$298K +4,799 +15%
AIM
618
Anchor Investment Management
South Carolina
$2.07M +$15.7K +253 +0.7%
S
619
Seeyond
France
$2.06M -$1.13M -18,268 -33%
NLGIA
620
Nippon Life Global Investors Americas
New York
$2.04M -$2.2M -35,480 -49%
AAM
621
Auxier Asset Management
Oregon
$2.03M -$1.24K -20 -0.1%
OLA
622
Oliver Luxxe Assets
New Jersey
$2.03M -$1.09M -17,597 -32%
CNBTD
623
Citizens National Bank Trust Department
Mississippi
$2.03M -$425K -6,843 -16%
MAM
624
Martingale Asset Management
Massachusetts
$2.02M -$261K -4,200 -10%
BFM
625
Boston Financial Management
Massachusetts
$2.01M +$1.86M +29,895 +440%

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.