We are live on ! Find out more
MDLZ icon

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
PWM
1051
PBMares Wealth Management
Virginia
$511K -$311 -5 -0.1%
DWA
1052
Douglass Winthrop Advisors
New York
$511K
ZCA
1053
Zeke Capital Advisors
Pennsylvania
$510K +$124 +2 +0%
AWA
1054
Arete Wealth Advisors
Illinois
$510K +$98.1K +1,580 +20%
BP
1055
Ballentine Partners
Massachusetts
$510K +$133K +2,137 +30%
PA
1056
Procyon Advisors
Connecticut
$509K -$9.13K -147 -2%
KLCM
1057
KG&L Capital Management
Louisiana
$508K -$66.5K -1,070 -10%
MBT
1058
Montecito Bank & Trust
California
$508K +$7.95K +128 +1%
FF
1059
FourThought Financial
Florida
$507K -$78.2K -1,259 -12%
ST
1060
Spinnaker Trust
Maine
$507K
OWP
1061
Obermeyer Wealth Partners
Colorado
$505K -$107K -1,725 -16%
HCM
1062
Howland Capital Management
Massachusetts
$505K +$83.8K +1,349 +17%
SF
1063
Summit Financial
New Jersey
$502K +$194K +3,129 +52%
ISWM
1064
Independent Solutions Wealth Management
New York
$501K -$2.67K -43 -0.5%
APC
1065
Aspire Private Capital
North Carolina
$499K +$24.9K +401 +5%
CAG
1066
Crestwood Advisors Group
Massachusetts
$498K -$28.3K -455 -5%
JWCA
1067
J.W. Cole Advisors
Florida
$498K +$23.5K +379 +4%
BAM
1068
Blueshift Asset Management
New Jersey
$496K +$9.13K +147 +2%
DCM
1069
Dupont Capital Management
Delaware
$494K -$155K -2,501 -22%
SKK
1070
Shepherd Kaplan Krochuk
Massachusetts
$493K
MIM
1071
MTM Investment Management
South Carolina
$492K +$186 +3 +0%
DSA
1072
Droms Strauss Advisors
Missouri
$492K +$558K +8,976 New
PP
1073
Patten & Patten
Tennessee
$491K
SIAG
1074
Signet Investment Advisory Group
Rhode Island
$490K -$1.55K -25 -0.3%
NRS
1075
Neville Rodie & Shaw
New York
$489K

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.