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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
LC
1026
LCNB Corp
Ohio
$548K +$7.76K +125 +1%
BFM
1027
Boothbay Fund Management
New York
$548K +$122K +1,971 +25%
BCM
1028
Brookstone Capital Management
Illinois
$546K -$981K -15,794 -62%
MP
1029
McDonald Partners
Ohio
$546K -$559 -9 -0.1%
IA
1030
IFG Advisory
Georgia
$545K +$360K +5,795 +139%
NAS
1031
Nicolet Advisory Services
Wisconsin
$538K +$161K +2,591 +37%
CIC
1032
Cincinnati Indemnity Company
Ohio
$535K
VFP
1033
Verus Financial Partners
Virginia
$535K +$186 +3 +0%
DBT
1034
Dubuque Bank & Trust
Iowa
$533K +$13.9K +224 +2%
QCG
1035
Quadrant Capital Group
Ohio
$532K -$10.9K -175 -2%
WP
1036
WealthSource Partners
California
$529K -$73.9K -1,190 -11%
GAAM
1037
Guinness Atkinson Asset Management
California
$529K +$599K +9,640 New
GBT
1038
Grove Bank & Trust
Florida
$527K +$1.86K +30 +0.3%
UAS
1039
United Asset Strategies
New York
$525K +$594K +9,570 New
SS
1040
Simplicity Solutions
Minnesota
$524K +$85K +1,369 +17%
LCM
1041
Landscape Capital Management
New Jersey
$523K -$6.07M -97,721 -91%
CB
1042
Community Bank
New York
$522K -$6.21K -100 -1%
EHWM
1043
Eads & Heald Wealth Management
Georgia
$522K
SIM
1044
Sentry Investment Management
Wisconsin
$520K
Fisher Asset Management
1045
Fisher Asset Management
Washington
$519K +$27.7K +446 +5%
EAM
1046
Erste Asset Management
Austria
$517K
MWM
1047
Meridian Wealth Management
Kentucky
$516K -$132K -2,133 -18%
APP
1048
Avantax Planning Partners
Iowa
$516K -$14.7K -236 -2%
LFM
1049
LGT Fund Management
Liechtenstein
$515K
FFBTD
1050
First Financial Bank - Trust Division
Ohio
$513K -$314K -5,050 -35%

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.