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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
BJL
1101
Brighton Jones LLC
Washington
$465K -$41.4K -667 -7%
SVWAG
1102
Sound View Wealth Advisors Group
Georgia
$463K
MC
1103
Montag & Caldwell
Georgia
$462K +$13.1K +211 +3%
WA
1104
WBH Advisory
Maryland
$461K +$186 +3 +0%
HCM
1105
Hilton Capital Management
New York
$460K -$52.2K -840 -9%
CC
1106
Centiva Capital
New York
$459K +$250K +4,032 +93%
AFM
1107
Andesa Financial Management
Pennsylvania
$459K +$267K +4,305 +105%
VAS
1108
Valicenti Advisory Services
New York
$458K
PWMG
1109
Prestige Wealth Management Group
New Jersey
$457K +$39.9K +642 +8%
TWP
1110
Tempus Wealth Planning
California
$456K +$7.33K +118 +1%
MAM
1111
Mystic Asset Management
Rhode Island
$455K
VIM
1112
VELA Investment Management
Ohio
$455K +$118K +1,894 +30%
CFD
1113
Creative Financial Designs
Indiana
$455K +$255K +4,100 +98%
TNB
1114
Thomasville National Bank
Georgia
$454K +$7.76K +125 +2%
TAM
1115
Trillium Asset Management
Massachusetts
$453K +$138K +2,220 +37%
GA
1116
Geller Advisors
New York
$453K +$510K +8,212 New
CWS
1117
Confluence Wealth Services
Pennsylvania
$452K -$131K -2,107 -20%
CL
1118
Choreo LLC
Illinois
$452K -$4.53K -73 -0.9%
FIBT
1119
First International Bank & Trust
North Dakota
$452K +$131K +2,105 +34%
CT
1120
Columbia Trust
Oregon
$451K +$42.5K +685 +9%
WW
1121
Waterfront Wealth
Kansas
$449K +$82.2K +1,323 +22%
EI
1122
Ellevest Inc
New York
$448K -$113K -1,819 -18%
MAM
1123
Madison Asset Management
Wisconsin
$448K
WTA
1124
Washington Trust Advisors
Massachusetts
$448K +$311 +5 +0.1%
MYIA
1125
Mount Yale Investment Advisors
Colorado
$445K -$327K -5,272 -39%

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.