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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
CWS
1151
Confluence Wealth Services
Pennsylvania
$474K -$77.3K -1,187 -14%
MFC
1152
Morris Financial Concepts
South Carolina
$474K -$26.8K -411 -5%
LNB
1153
Ledyard National Bank
$472K -$3.71K -57 -0.8%
JWBC
1154
John W. Bristol & Co
New York
$471K
WJWM
1155
Williams Jones Wealth Management
New York
$470K -$26.2K -403 -5%
9WM
1156
9258 Wealth Management
Ohio
$469K -$6.9K -106 -1%
PWMG
1157
Prestige Wealth Management Group
New Jersey
$469K +$413K +6,348 +567%
TT
1158
TI-Trust
Illinois
$468K -$181K -2,785 -27%
DAM
1159
Delta Asset Management
Tennessee
$468K
MC
1160
Machina Capital
France
$468K +$485K +7,447 New
CIAS
1161
Capital Investment Advisory Services
North Carolina
$467K +$23.1K +355 +5%
LFA
1162
Landmark Financial Advisors
Kentucky
$466K +$21K +322 +5%
UAML
1163
US Asset Management LLC
Pennsylvania
$464K
WOSD
1164
WFA of San Diego
California
$464K
MFW
1165
Meristem Family Wealth
Minnesota
$461K -$129K -1,981 -21%
ST
1166
Spinnaker Trust
Maine
$461K -$3.12K -48 -0.6%
CSI
1167
Cross Staff Investments
New York
$461K
EHC
1168
Everett Harris & Co
California
$461K +$25.6K +394 +6%
CF
1169
Centaurus Financial
California
$459K -$49.1K -754 -9%
BP
1170
Ballentine Partners
Massachusetts
$455K +$47.1K +723 +11%
OCM
1171
One Capital Management
California
$451K -$911 -14 -0.2%
DGI
1172
Disciplined Growth Investors
Minnesota
$447K -$101K -1,553 -18%
FBB
1173
Fulton Breakefield Broenniman
Maryland
$447K -$12.4K -191 -3%
ESBC
1174
E.S. Barr & Co
Kentucky
$446K -$107K -1,638 -19%
SSA
1175
Schonfeld Strategic Advisors
New York
$445K +$462K +7,100 New