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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
WA
1051
Wambolt & Associates
Colorado
$612K +$281K +4,310 +81%
WP
1052
WealthPLAN Partners
Nebraska
$605K -$2.6K -40 -0.4%
WIM
1053
WealthPlan Investment Management
Nebraska
$605K +$611K +9,389 New
HWAM
1054
Hennion & Walsh Asset Management
New Jersey
$604K +$320K +4,909 +104%
CB
1055
Community Bank
New York
$600K -$45.6K -700 -7%
CA
1056
CGN Advisors
Kansas
$598K +$99.2K +1,524 +19%
EHWM
1057
Eads & Heald Wealth Management
Georgia
$597K -$9.76K -150 -2%
LFM
1058
LGT Fund Management
Liechtenstein
$597K
ZCA
1059
Zeke Capital Advisors
Pennsylvania
$595K +$617K +9,472 New
WANY
1060
Wealthspire Advisors (New York)
New York
$594K -$184K -2,827 -23%
PA
1061
Procyon Advisors
Connecticut
$591K +$240K +3,693 +65%
FCH
1062
Freestone Capital Holdings
Washington
$585K +$305K +4,686 +101%
SFFS
1063
Stonehage Fleming Financial Services
Jersey
$582K -$116K -1,781 -16%
SLWA
1064
San Luis Wealth Advisors
California
$582K +$571K +8,771 New
BFPW
1065
BOK Financial Private Wealth
Colorado
$581K +$63.5K +975 +12%
PWPS
1066
Pinnacle Wealth Planning Services
Ohio
$580K +$2.6K +40 +0.4%
ET
1067
Equitable Trust
Tennessee
$579K -$94.1K -1,446 -14%
HCM
1068
Hilton Capital Management
New York
$579K -$13.6K -209 -2%
BAM
1069
Belpointe Asset Management
Nevada
$575K -$92.9K -1,428 -13%
MBT
1070
Montecito Bank & Trust
California
$574K -$4.04K -62 -0.7%
DBT
1071
Dubuque Bank & Trust
Iowa
$572K -$5.27K -81 -0.9%
WPW
1072
Warther Private Wealth
Ohio
$567K +$1.63K +25 +0.3%
NRS
1073
Neville Rodie & Shaw
New York
$566K -$42.8K -657 -7%
WA
1074
WBH Advisory
Maryland
$565K -$22.5K -346 -4%
SKK
1075
Shepherd Kaplan Krochuk
Massachusetts
$565K