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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
MS
701
Maven Securities
Jersey
$1.54M +$1.74M +28,064 New
WPC
702
Waters Parkerson & Co
Louisiana
$1.52M +$43.5K +700 +3%
ZIG
703
Zurich Insurance Group
Switzerland
$1.52M
DA
704
Dillon & Associates
Michigan
$1.52M +$6.83K +110 +0.4%
TC
705
Telemus Capital
Michigan
$1.51M -$9.56K -154 -0.6%
IIC
706
Ironwood Investment Counsel
Arizona
$1.5M +$110K +1,767 +7%
HWM
707
HB Wealth Management
Georgia
$1.49M +$327K +5,269 +24%
TFA
708
Transamerica Financial Advisors
Florida
$1.49M -$140K -2,257 -8%
VFA
709
Valeo Financial Advisors
Indiana
$1.49M +$257K +4,131 +18%
LWAC
710
Laurel Wealth Advisors (California)
California
$1.49M +$4.35K +70 +0.3%
ATPW
711
Ashton Thomas Private Wealth
Arizona
$1.47M +$89.9K +1,448 +6%
XT
712
XTX Topco
Cayman Islands
$1.47M +$1.66M +26,787 New
BO
713
BRR OpCo
Ohio
$1.47M -$21.9K -353 -1%
CWM
714
Chesapeake Wealth Management
Virginia
$1.46M -$8.88K -143 -0.5%
RIM
715
Regent Investment Management
Kentucky
$1.46M
H
716
HoyleCohen
California
$1.45M -$14.4K -232 -0.9%
SIG
717
Sky Investment Group
Connecticut
$1.43M +$102K +1,644 +7%
NEAM
718
New England Asset Management
Connecticut
$1.43M -$138K -2,219 -8%
NFC
719
Northeast Financial Consultants
Connecticut
$1.43M +$186 +3 +0%
MFG
720
MidWestOne Financial Group
Iowa
$1.42M -$373 -6 -0%
PAS
721
Park Avenue Securities
New York
$1.42M +$136K +2,186 +9%
JAG
722
Journey Advisory Group
Kentucky
$1.42M +$230K +3,698 +17%
GJIC
723
Gamble Jones Investment Counsel
California
$1.42M -$43.4K -699 -3%
CIA
724
Cascade Investment Advisors
Oregon
$1.41M -$1.86K -30 -0.1%
BBHC
725
Brown Brothers Harriman & Co
New York
$1.4M +$807 +13 +0.1%

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.