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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
FNT
951
First Nebraska Trust
Nebraska
$670K +$6.21K +100 +0.8%
MSS
952
Mitchell Sinkler & Starr
Pennsylvania
$670K
XF
953
XML Financial
Maryland
$670K +$135K +2,178 +22%
PCM
954
Pointe Capital Management
Michigan
$669K
WWM
955
Western Wealth Management
Colorado
$669K +$92.7K +1,492 +14%
HDIM
956
Hanson & Doremus Investment Management
Vermont
$666K +$80.4K +1,295 +12%
JIC
957
Joel Isaacson & Co
New York
$658K -$62.1K -1,000 -8%
DBRC
958
D.B. Root & Company
Pennsylvania
$656K -$4.1K -66 -0.5%
HWAM
959
Hennion & Walsh Asset Management
New Jersey
$655K +$4.72K +76 +0.6%
DLA
960
Douglas Lane & Associates
New York
$654K
CA
961
Clearstead Advisors
Ohio
$652K +$5.53K +89 +0.8%
HCA
962
Harbour Capital Advisors
Virginia
$651K -$307K -4,935 -30%
KCM
963
Kanawha Capital Management
Virginia
$651K +$25K +402 +4%
FLI
964
Family Legacy Inc
South Carolina
$650K
PMG
965
ProVise Management Group
Florida
$649K -$51.6K -831 -7%
Dodge & Cox
966
Dodge & Cox
California
$649K
CAM
967
Costello Asset Management
Pennsylvania
$648K +$116K +1,873 +19%
CIC
968
Carnegie Investment Counsel
Ohio
$645K -$38.9K -626 -5%
HIC
969
Holderness Investments Company
North Carolina
$641K -$994 -16 -0.1%
E
970
Ergoteles
New York
$641K +$727K +11,697 New
SSWM
971
Sheets Smith Wealth Management
North Carolina
$638K +$12.7K +204 +2%
I2I
972
Insight 2811 Inc
Illinois
$638K +$723K +11,634 New
WCM
973
Whitener Capital Management
North Carolina
$634K +$12.4K +200 +2%
WIM
974
WealthPlan Investment Management
Nebraska
$633K +$578K +9,302 New
PMFA
975
Plante Moran Financial Advisors
Michigan
$630K -$1.93K -31 -0.3%

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.