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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
FCCM
751
First City Capital Management
Georgia
$1.29M -$5.59K -90 -0.4%
TAM
752
Tealwood Asset Management
Minnesota
$1.29M -$2.05K -33 -0.1%
CAM
753
Carret Asset Management
New York
$1.29M
SIAP
754
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.28M +$12.4K +200 +0.9%
FFWA
755
FRG Family Wealth Advisors
Washington
$1.28M -$50.9K -819 -3%
ZB
756
Zions Bancorporation
Utah
$1.28M -$32.5K -523 -2%
Bank Julius Baer & Co
757
Bank Julius Baer & Co
Switzerland
$1.27M -$378K -6,086 -21%
CNC
758
Canandaigua National Corp
New York
$1.27M -$1.18K -19 -0.1%
NB
759
Nicolet Bankshares
Wisconsin
$1.26M -$49.8K -802 -3%
NSIM
760
North Star Investment Management
Illinois
$1.26M +$311 +5 +0%
TFS
761
Thoroughbred Financial Services
Tennessee
$1.25M -$26K -418 -2%
CG
762
Caprock Group
Idaho
$1.25M -$108K -1,732 -7%
FPCM
763
Financial Partners Capital Management
New York
$1.22M
RMAM
764
Raab & Moskowitz Asset Management
New Jersey
$1.21M -$22.3K -359 -2%
BMA
765
Brooks Moore & Associates
Tennessee
$1.21M
RCM
766
RB Capital Management
Nevada
$1.2M +$159K +2,564 +13%
ADIM
767
Alpha DNA Investment Management
Maryland
$1.18M +$1.33M +21,432 New
HIA
768
Harbor Investment Advisory
Maryland
$1.17M +$111K +1,791 +9%
BT
769
Brandywine Trust
Delaware
$1.17M
BS
770
Boenning & Scattergood
Pennsylvania
$1.16M -$20.1K -324 -2%
AIM
771
ARGA Investment Management
Connecticut
$1.16M +$204K +3,284 +18%
ZF
772
Zhang Financial
Michigan
$1.15M +$12K +193 +0.9%
RB
773
Rodgers Brothers
Pennsylvania
$1.15M -$62.1K -1,000 -5%
HTI
774
Hikari Tsushin Inc
Japan
$1.15M
NSB
775
Norway Savings Bank
Maine
$1.14M +$44.8K +722 +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.