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Mondelez International

1,805 hedge funds and large institutions have $66.8B invested in Mondelez International in 2022 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 674 increasing their positions, 663 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 102

16% more call options, than puts

Call options by funds: $244M | Put options by funds: $209M

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

1% more funds holding

Funds holding: 1,7791,805 (+26)

2% more repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 663

0.41% less ownership

Funds ownership: 77.13%76.73% (-0.41%)

6% less capital invested

Capital invested by funds: $71.1B → $66.8B (-$4.35B)

Holders
1,805
Holders Change
+26
Holders Change %
+1.46%
% of All Funds
28.47%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
148
Increased
674
Reduced
663
Closed
102
Calls
$244M
Puts
$209M
Net Calls
+$34.3M
Net Calls Change
+$240M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1026
Modera Wealth Management
New Jersey
$641K -$20.7K -318 -3%
MRCM
1027
M&R Capital Management
New Jersey
$641K +$57.3K +880 +9%
GL
1028
Graypoint LLC
New York
$640K -$158K -2,425 -19%
TA
1029
TFG Advisers
Michigan
$640K +$8.01K +123 +1%
SWA
1030
Stratos Wealth Advisors
Ohio
$640K +$13.8K +212 +2%
IWC
1031
Integrated Wealth Concepts
Massachusetts
$639K -$17.6K -270 -3%
APP
1032
Avantax Planning Partners
Iowa
$639K -$9.89K -152 -1%
AG
1033
Ascent Group
Virginia
$639K +$141K +2,164 +27%
GC
1034
Gilbert & Cook
Iowa
$637K +$62.9K +966 +11%
IFG
1035
Independent Financial Group
California
$636K -$2.8K -43 -0.4%
VAS
1036
Valicenti Advisory Services
New York
$634K -$3.25K -50 -0.5%
QCG
1037
Quadrant Capital Group
Ohio
$634K +$51.7K +794 +9%
NW
1038
NewEdge Wealth
Pennsylvania
$634K +$385K +5,908 +141%
CAM
1039
Costello Asset Management
Pennsylvania
$630K -$38K -584 -6%
HI
1040
Humankind Investments
New York
$630K -$24K -369 -4%
OWA
1041
Outlook Wealth Advisors
Texas
$627K -$4.1K -63 -0.6%
RSWM
1042
Robertson Stephens Wealth Management
California
$626K -$91.1K -1,400 -12%
LIM
1043
Leavell Investment Management
Alabama
$623K -$32.5K -500 -5%
PG
1044
Pendal Group
Australia
$623K +$198K +3,047 +44%
EI
1045
Ellevest Inc
New York
$621K +$106K +1,627 +20%
NF
1046
NTB Financial
Colorado
$619K -$3.25K -50 -0.5%
BRWM
1047
B. Riley Wealth Management
Tennessee
$618K -$278K -4,268 -30%
MP
1048
McDonald Partners
Ohio
$618K +$641K +9,842 New
CIC
1049
Cincinnati Indemnity Company
Ohio
$612K
IA
1050
IFG Advisory
Georgia
$612K +$13.9K +214 +2%