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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
WG
1076
Winton Group
United Kingdom
$487K -$2.43M -39,158 -82%
IAIM
1077
International Assets Investment Management
Florida
$487K +$37.8K +609 +7%
PJSIMP
1078
P.J. Schmidt Investment Management (PJS)
Wisconsin
$486K -$39.9K -643 -7%
MA
1079
Mutual Advisors
Nebraska
$486K +$1.68K +27 +0.3%
MIC
1080
Meridian Investment Counsel
California
$484K +$5.03K +81 +0.9%
AWM
1081
Aries Wealth Management
Maine
$484K +$23K +371 +5%
CCT
1082
Capital City Trust
Florida
$483K -$55.9K -900 -9%
CRWM
1083
Castle Rock Wealth Management
California
$483K
PIM
1084
Perpetual Investment Management
Australia
$483K
GCP
1085
GSA Capital Partners
United Kingdom
$482K +$153K +2,465 +39%
OCM
1086
One Capital Management
California
$480K +$14.6K +235 +3%
APF
1087
Alaska Permanent Fund
Alaska
$478K +$137K +2,208 +34%
BOTW
1088
Bank of the West
California
$477K -$269K -4,326 -33%
WAAG
1089
Wealth Alliance Advisory Group
Kansas
$477K -$18.6K -300 -3%
BEI
1090
Benjamin Edwards Inc
Missouri
$477K +$34.1K +549 +7%
NWM
1091
Northcape Wealth Management
New York
$476K +$244K +3,932 +83%
IGWM
1092
ICA Group Wealth Management
Colorado
$473K -$3.04K -49 -0.6%
SFA
1093
Sequoia Financial Advisors
Ohio
$471K -$128K -2,053 -19%
GC
1094
Gratus Capital
Georgia
$471K
RIL
1095
Rothschild Investment LLC
Illinois
$469K
EH
1096
Equitable Holdings
New York
$469K +$28.7K +462 +6%
EP
1097
Edgestream Partners
New Jersey
$468K -$3.76M -60,598 -88%
SWA
1098
Sutton Wealth Advisors
Florida
$467K +$1.37K +22 +0.3%
FL
1099
Fort LP
Maryland
$466K -$351K -5,653 -40%
SIA
1100
Schechter Investment Advisors
Michigan
$465K -$60.6K -976 -10%

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.