We are live on ! Find out more
MDLZ icon

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
GCM
826
Gables Capital Management
Florida
$962K
DAS
827
Dynamic Advisor Solutions
Arizona
$958K +$91.4K +1,472 +9%
EF
828
Empowered Funds
Pennsylvania
$955K +$164K +2,635 +18%
WSCM
829
Wellington Shields Capital Management
New York
$953K -$51.2K -825 -5%
CCA
830
Checchi Capital Advisers
California
$951K +$23.6K +380 +2%
LWCFA
831
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$950K -$683 -11 -0.1%
HI
832
Humankind Investments
New York
$949K +$129K +2,081 +14%
EWA
833
EP Wealth Advisors
California
$946K -$217K -3,497 -17%
Grantham, Mayo, Van Otterloo & Co (GMO)
834
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$941K
BMC
835
Beaton Management Company
Massachusetts
$936K
AIM
836
Aspen Investment Management
Michigan
$931K -$192K -3,090 -15%
ADBIC
837
A.D. Beadell Investment Counsel
Wisconsin
$931K -$15.5K -250 -1%
CI
838
Cigna Investments
Connecticut
$930K -$49.4K -795 -4%
WA
839
Wambolt & Associates
Colorado
$925K +$121K +1,949 +13%
QCM
840
Quantinno Capital Management
New York
$923K -$269K -4,333 -20%
BIM
841
Bridges Investment Management
Nebraska
$921K -$451K -7,266 -30%
AIP
842
ARS Investment Partners
New York
$917K +$67.3K +1,083 +7%
ANTB
843
AMG National Trust Bank
Colorado
$915K +$326K +5,252 +46%
FMB
844
Field & Main Bank
Kentucky
$912K -$32.9K -530 -3%
EFM
845
E Fund Management
China
$911K +$40.2K +647 +4%
AAS
846
Annex Advisory Services
Wisconsin
$901K -$63.8K -1,027 -6%
EBT
847
Enterprise Bank & Trust
Massachusetts
$901K +$3.35K +54 +0.3%
ECM
848
Evergreen Capital Management
Washington
$894K +$121K +1,955 +14%
FFA
849
First Foundation Advisors
California
$893K +$124K +1,997 +14%
AWM
850
Axxcess Wealth Management
California
$890K -$73.9K -1,190 -7%

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.