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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
IMOV
976
Investment Management of Virginia
Virginia
$625K -$11.6K -186 -2%
FG
977
Foster Group
Iowa
$624K -$6.71K -108 -0.9%
CFG
978
Citizens Financial Group
Rhode Island
$622K +$16K +257 +2%
CWM
979
Cornerstone Wealth Management
Missouri
$621K -$5.34K -86 -0.8%
OCG
980
Opus Capital Group
Ohio
$612K
BSW
981
Buckingham Strategic Wealth
Missouri
$612K +$21.5K +346 +3%
EFS
982
Essex Financial Services
Connecticut
$607K -$3.35K -54 -0.5%
PGAM
983
Princeton Global Asset Management
New Jersey
$607K
RCAG
984
Rehmann Capital Advisory Group
Michigan
$606K +$10.9K +175 +2%
CA
985
Cortland Associates
Missouri
$603K
ACM
986
Advisors Capital Management
New Jersey
$600K +$353K +5,681 +154%
ACP
987
Ashfield Capital Partners
California
$599K +$45.3K +730 +7%
IWC
988
Integrated Wealth Concepts
Massachusetts
$598K +$1.74K +28 +0.3%
AC
989
ASB Consultores
Florida
$598K +$327K +5,264 +93%
BWM
990
Buckley Wealth Management
Nevada
$597K -$234K -3,766 -26%
TCOT
991
Trust Company of Toledo
Ohio
$595K -$124 -2 -0%
AAM
992
AMI Asset Management
California
$593K -$15.6K -251 -2%
FNBOO
993
First National Bank of Omaha
Nebraska
$593K +$214K +3,443 +47%
WIA
994
Westbourne Investment Advisors
Maryland
$588K
4WM
995
44 Wealth Management
Oregon
$586K -$197K -3,174 -23%
MWM
996
Modera Wealth Management
New Jersey
$586K +$9.56K +154 +1%
MMG
997
Monetary Management Group
Missouri
$585K
BOH
998
Bank of Hawaii
Hawaii
$584K -$35.5K -572 -5%
PWPS
999
Pinnacle Wealth Planning Services
Ohio
$583K -$1.61K -26 -0.2%
CCWA
1000
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$581K +$19.9K +320 +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.