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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
WAP
876
Wealthcare Advisory Partners
Pennsylvania
$822K +$127K +2,045 +16%
ER
877
Enlightenment Research
Florida
$822K +$932K +15,000 New
HI
878
Hendershot Investments
Virginia
$819K -$6.33K -102 -0.7%
FWCM
879
Ferguson Wellman Capital Management
Oregon
$817K -$128K -2,067 -12%
CAAS
880
Capital Asset Advisory Services
Michigan
$807K +$62.5K +1,007 +7%
GSB
881
Greenfield Savings Bank
Massachusetts
$806K -$312K -5,030 -25%
WIC
882
Woodmont Investment Counsel
Tennessee
$806K +$41K +660 +5%
RWM
883
Ritholtz Wealth Management
New York
$803K +$233K +3,754 +34%
1IA
884
1834 Investment Advisors
Wisconsin
$802K
AG
885
Ascent Group
Virginia
$797K +$101K +1,632 +14%
OPS
886
Orion Portfolio Solutions
Nebraska
$794K +$142K +2,280 +19%
S
887
SimplyRich
California
$793K -$42.3K -681 -4%
FFM
888
Forum Financial Management
Illinois
$788K -$21.9K -352 -2%
GIA
889
Gladstone Institutional Advisory
Florida
$784K +$110K +1,766 +14%
FCA
890
FinTrust Capital Advisors
South Carolina
$781K -$37.4K -602 -4%
MMPW
891
Mitchell McLeod Pugh & Williams
Alabama
$777K +$54.5K +877 +7%
RB
892
Renasant Bank
Mississippi
$775K +$35.5K +571 +4%
CAC
893
Core Alternative Capital
Georgia
$774K +$93.1K +1,499 +12%
BCM
894
Boltwood Capital Management
California
$773K -$4.66K -75 -0.5%
SIG
895
Stonegate Investment Group
Alabama
$771K +$3.73K +60 +0.4%
OMC
896
Old Mission Capital
Illinois
$771K +$874K +14,067 New
DMKJ
897
David M. Knott Jr
$768K
USCWA
898
U.S. Capital Wealth Advisors
Texas
$764K -$32.4K -521 -4%
CAM
899
Cidel Asset Management
Ontario, Canada
$764K -$20.8K -335 -2%
AMIM
900
Aull & Monroe Investment Management
Alabama
$763K -$6.21K -100 -0.7%

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.