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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
JFGIW
626
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2M -$148K -2,390 -7%
WCM
627
Wallace Capital Management
Texas
$2M +$621 +10 +0%
GIP
628
Granite Investment Partners
California
$1.99M
GDP
629
Great Diamond Partners
Maine
$1.98M +$20.7K +333 +0.9%
PMIA
630
Patrick Mauro Investment Advisor
Illinois
$1.97M +$2.23M +35,950 New
OC
631
Oppenheimer & Co
New York
$1.95M -$248K -3,995 -10%
BFS
632
Bard Financial Services
Connecticut
$1.95M
NSEDCP
633
NJ State Employees Deferred Compensation Plan
New Jersey
$1.95M
SI
634
Stephens Inc
Arkansas
$1.95M +$9.94K +160 +0.5%
SC
635
Schulhoff & Co
Ohio
$1.94M -$17.6K -283 -0.8%
AAM
636
Arabesque Asset Management
United Kingdom
$1.93M +$63.4K +1,021 +3%
FNB
637
Farmers National Bank
Kentucky
$1.93M +$80K +1,288 +4%
BGIM
638
Brandywine Global Investment Management
Pennsylvania
$1.93M +$2.18M +35,106 New
FTDI
639
First Trust Direct Indexing
Massachusetts
$1.91M -$26K -419 -1%
Cohen & Steers
640
Cohen & Steers
New York
$1.91M -$3.48M -56,044 -62%
HWA
641
Heritage Wealth Advisors
Virginia
$1.91M
VVP
642
Venture Visionary Partners
Ohio
$1.9M +$7.45K +120 +0.3%
NAMP
643
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.9M +$14K +225 +0.7%
CIP
644
Chartwell Investment Partners
Pennsylvania
$1.89M -$2.19M -35,310 -51%
EF
645
Empirical Finance
Pennsylvania
$1.88M +$341K +5,490 +19%
PA
646
Perennial Advisors
New York
$1.88M +$194K +3,120 +10%
O
647
Ossiam
France
$1.87M +$935K +15,048 +79%
CBTWT
648
Community Bank & Trust (Waco, Texas)
Texas
$1.87M +$4.84K +78 +0.2%
LNWWM
649
Laird Norton Wetherby Wealth Management
California
$1.86M -$9.69K -156 -0.5%
Federated Hermes
650
Federated Hermes
Pennsylvania
$1.86M +$1.26M +20,308 +149%

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.