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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
TFM
851
Trian Fund Management
New York
$890K
LC
852
Lavaca Capital
Texas
$890K +$43.5K +700 +5%
GWCM
853
Godshalk Welsh Capital Management
Pennsylvania
$883K +$15.4K +248 +2%
FFC
854
First Financial Corp
Indiana
$874K +$18.8K +303 +2%
CT
855
Caldwell Trust
Florida
$871K +$36.9K +594 +4%
OPPTF
856
OPSEU Pension Plan Trust Fund
Ontario, Canada
$869K +$10.2K +164 +1%
SCA
857
Sandy Cove Advisors
Massachusetts
$868K
WPA
858
West Paces Advisors
Georgia
$864K +$10.7K +173 +1%
BTW
859
Boston Trust Walden
Massachusetts
$863K
TYCC
860
Texas Yale Capital Corp
Florida
$863K +$13.7K +221 +1%
WI
861
Wahed Invest
New York
$858K +$53K +854 +6%
BFA
862
Bragg Financial Advisors
North Carolina
$855K -$66K -1,063 -6%
IBOK
863
Independence Bank of Kentucky
Kentucky
$854K +$36.3K +585 +4%
MG
864
Mather Group
Illinois
$851K -$2.48K -40 -0.3%
SWM
865
Spire Wealth Management
Virginia
$850K -$322K -5,179 -25%
CGL
866
Clarius Group LLC
Washington
$844K -$1.8K -29 -0.2%
AAMC
867
Asset Allocation & Management Company
Illinois
$844K
OMC
868
Overbrook Management Corp
New York
$841K
HWM
869
Hohimer Wealth Management
Washington
$839K -$807 -13 -0.1%
DPIM
870
Duff & Phelps Investment Management
Illinois
$834K
LNC
871
Lincoln National Corp
Pennsylvania
$832K +$76.6K +1,234 +9%
AWE
872
Avidian Wealth Enterprises
Texas
$826K -$76.8K -1,237 -8%
CCB
873
Country Club Bank
Missouri
$826K -$40.2K -647 -4%
OIA
874
OneDigital Investment Advisors
Kansas
$825K +$172K +2,763 +22%
FFS
875
Founders Financial Securities
Maryland
$824K +$60.9K +980 +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.