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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
RIA
1151
Realta Investment Advisors
Delaware
$422K +$18.1K +292 +4%
IIM
1152
Ipswich Investment Management
Massachusetts
$421K -$124 -2 -0%
FANJ
1153
Financial Architects (New Jersey)
New Jersey
$421K +$477K +7,687 New
BBA
1154
Baader Bank Aktiengesellschaft
Germany
$421K +$242K +3,900 +103%
TIM
1155
Tevis Investment Management
Texas
$419K
JWBC
1156
John W. Bristol & Co
New York
$419K +$9.56K +154 +2%
CG
1157
Cutler Group
California
$419K +$439K +7,062 +1,185%
SIC
1158
Schwartz Investment Counsel
Michigan
$417K
WDC
1159
Woodward Diversified Capital
California
$415K -$32K -516 -6%
TSWM
1160
Triangle Securities Wealth Management
North Carolina
$413K -$35.7K -575 -7%
JIP
1161
Jaffetilchin Investment Partners
Florida
$413K -$31.4K -506 -6%
CIAS
1162
Capital Investment Advisory Services
North Carolina
$409K -$248 -4 -0.1%
DAM
1163
Delta Asset Management
Tennessee
$409K
MFC
1164
Morris Financial Concepts
South Carolina
$408K -$27.8K -448 -6%
HTHT
1165
Hemenway Trust Hemenway Trust
New Hampshire
$406K -$4.97K -80 -1%
VFPI
1166
Vantage Financial Partners (Illinois)
Illinois
$405K -$6.21K -100 -1%
MWM
1167
Mission Wealth Management
California
$404K +$24.5K +395 +6%
MHS
1168
M Holdings Securities
Oregon
$400K +$19.3K +311 +4%
HFP
1169
Holistic Financial Partners
Indiana
$400K +$40.1K +645 +10%
TT
1170
TI-Trust
Illinois
$399K
T
1171
TOBAM
France
$397K
SAM
1172
Strategy Asset Managers
California
$397K +$243K +3,916 +118%
LNB
1173
Ledyard National Bank
$396K -$49.7K -800 -10%
PWM
1174
Perigon Wealth Management
California
$396K -$14.7K -236 -3%
CSI
1175
Cross Staff Investments
New York
$396K

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.