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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
FG
776
Fiduciary Group
Georgia
$1.14M +$5.03K +81 +0.5%
THWM
777
Taylor Hoffman Wealth Management
Virginia
$1.13M
MPAM
778
Murphy Pohlad Asset Management
Minnesota
$1.13M +$3.98K +64 +0.3%
WWM
779
WT Wealth Management
Arizona
$1.13M +$46.3K +746 +4%
SG
780
Stonnington Group
California
$1.13M +$52.8K +850 +5%
IAMOG
781
Investors Asset Management of Georgia
Georgia
$1.12M
PFS
782
Prospera Financial Services
Texas
$1.12M -$30.1K -485 -2%
CAM
783
Cypress Asset Management
Texas
$1.12M -$3.73K -60 -0.3%
MGP
784
Metis Global Partners
California
$1.11M -$27.8K -448 -2%
IB
785
Intrust Bank
Kansas
$1.11M +$47.7K +768 +4%
MSA
786
Marino Stram & Associates
Massachusetts
$1.11M +$5.96K +96 +0.5%
MGIA
787
Moneta Group Investment Advisors
Missouri
$1.1M -$38.9K -627 -3%
KIA
788
KCM Investment Advisors
California
$1.1M +$15.7K +252 +1%
HAIM
789
Hunter Associates Investment Management
Pennsylvania
$1.1M +$16.3K +262 +1%
DT
790
Diversified Trust
Tennessee
$1.1M +$85.2K +1,371 +7%
NHC
791
Nicholas Hoffman & Company
Georgia
$1.08M +$186 +3 +0%
PFSC
792
Peoples Financial Services Corp
Pennsylvania
$1.08M -$28K -450 -2%
TC
793
Toews Corporation
New Jersey
$1.07M -$12.4K -200 -1%
CT
794
Chicago Trust
Illinois
$1.07M -$35.5K -572 -3%
CCM
795
Community Capital Management
Florida
$1.07M
TCA
796
Transcend Capital Advisors
New Jersey
$1.07M -$36.4K -586 -3%
UBG
797
United Bank (Georgia)
Georgia
$1.06M -$482K -7,755 -29%
WPW
798
Waldron Private Wealth
Pennsylvania
$1.06M +$38.9K +626 +3%
PA
799
Planning Alternatives
Michigan
$1.06M
CPR
800
CSU Producer Resources
Ohio
$1.05M

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.