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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
CA
801
Cetera Advisors
Colorado
$1.05M -$92.9K -1,496 -7%
LAIC
802
Lederer & Associates Investment Counsel
California
$1.04M -$1.12K -18 -0.1%
CANY
803
Caxton Associates (New York)
New York
$1.04M +$1.18M +18,937 New
FT
804
Fiduciary Trust
Massachusetts
$1.03M -$528K -8,498 -31%
PP
805
Patron Partners
Texas
$1.03M
CA
806
Claar Advisors
New York
$1.03M
BST
807
Bath Savings Trust
Maine
$1.01M
SWM
808
SeaCrest Wealth Management
New York
$1.01M -$103K -1,657 -8%
HKAM
809
Horizon Kinetics Asset Management
New York
$1.01M -$18.5K -298 -2%
AG
810
AIA Group
Hong Kong
$1.01M -$1.71M -27,461 -60%
NO
811
Ninety One
South Africa
$1.01M -$310K -4,994 -21%
WSFS
812
Wilmington Savings Fund Society
Delaware
$1M -$5.03K -81 -0.4%
APA
813
American Portfolios Advisors
New York
$1M +$6.52K +105 +0.6%
GIA
814
Guyasuta Investment Advisors
Pennsylvania
$1M +$26.1K +420 +2%
AWM
815
Apollon Wealth Management
South Carolina
$992K +$60K +966 +6%
SPC
816
Sigma Planning Corp
Michigan
$991K +$16.8K +270 +2%
B
817
Bailard
California
$985K -$29K -467 -3%
CIA
818
Capital Investment Advisors
Georgia
$982K -$6.58K -106 -0.6%
CTA
819
Chesley Taft & Associates
Illinois
$981K -$2.05K -33 -0.2%
WA
820
Wealth Alliance
New York
$980K +$39.9K +642 +4%
WFA
821
Wipfli Financial Advisors
Wisconsin
$978K +$1.1M +17,731 New
HCMG
822
Howard Capital Management Group
California
$976K
CB
823
Cadence Bank
Mississippi
$972K +$1.1M +17,721 New
ET
824
Equitable Trust
Tennessee
$967K +$99.4K +1,600 +10%
NIC
825
Northwest Investment Counselors
Oregon
$966K +$26.5K +426 +2%

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.