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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
SMH
726
Sanders Morris Harris
Texas
$1.4M
ESCM
727
Echo Street Capital Management
New York
$1.39M +$4.97K +80 +0.3%
SFO
728
Stokes Family Office
Louisiana
$1.38M -$13.3K -214 -0.8%
DI
729
Diligent Investors
California
$1.37M -$994 -16 -0.1%
WSTAM
730
Wilbanks Smith & Thomas Asset Management
Virginia
$1.36M +$6.58K +106 +0.4%
SMFG
731
Sumitomo Mitsui Financial Group
Japan
$1.36M +$119K +1,920 +8%
TCPWM
732
Traverso Chambers Private Wealth Management
California
$1.36M +$124 +2 +0%
RFA
733
Resurgent Financial Advisors
Georgia
$1.36M -$18K -289 -1%
GRP
734
Global Retirement Partners
California
$1.36M +$193K +3,111 +16%
IA
735
IFP Advisors
Florida
$1.35M +$161K +2,593 +8%
ST
736
Smithfield Trust
Pennsylvania
$1.35M -$19.4K -313 -1%
CSPIA
737
Cary Street Partners Investment Advisory
Virginia
$1.33M -$9.56K -154 -0.6%
NG
738
Northstar Group
New York
$1.32M +$4.35K +70 +0.3%
PGIM
739
Pacific Global Investment Management
California
$1.32M +$61.2K +985 +4%
SFG
740
SevenBridge Financial Group
Pennsylvania
$1.31M -$21.1K -339 -1%
DAM
741
Deltec Asset Management
New York
$1.31M -$20.9K -336 -1%
WCM
742
Weik Capital Management
Pennsylvania
$1.31M -$55.3K -891 -4%
WS
743
Wedbush Securities
California
$1.3M +$13.2K +212 +0.9%
AIM
744
Aigen Investment Management
New York
$1.3M +$1.47M +23,716 New
5L
745
55I LLC
Massachusetts
$1.3M +$722K +11,628 +97%
SWP
746
Stratos Wealth Partners
Ohio
$1.29M -$435 -7 -0%
MM
747
MQS Management
New York
$1.29M +$1.47M +23,626 New
HIM
748
Hotaling Investment Management
Pennsylvania
$1.29M -$156K -2,506 -10%
BFIM
749
Beese Fulmer Investment Management
Ohio
$1.29M -$14.8K -238 -1%
MYLI
750
Meiji Yasuda Life Insurance
Japan
$1.29M -$41.1K -662 -3%

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.