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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
MC
1201
Machina Capital
France
$368K +$417K +6,717 New
SCP
1202
Sandhill Capital Partners
New York
$367K -$12.9K -207 -3%
PFP
1203
Paragon Financial Partners
California
$367K
VFA
1204
Voya Financial Advisors
Connecticut
$367K +$78.6K +1,266 +24%
IWM
1205
IHT Wealth Management
Illinois
$367K +$136K +2,188 +49%
NB
1206
Northwest Bancshares
Pennsylvania
$363K
KIG
1207
Kowal Investment Group
Wisconsin
$363K +$3.29K +53 +0.8%
NQWM
1208
Northwest Quadrant Wealth Management
Oregon
$362K -$11.5K -185 -3%
FBA
1209
Front Barnett Associates
Illinois
$362K
MTC
1210
McDaniel Terry & Co
Texas
$362K
SIC
1211
Samalin Investment Counsel
New York
$362K +$11.2K +181 +3%
SMC
1212
Smith, Moore & Co
Missouri
$361K +$35.1K +565 +9%
FNFDCM
1213
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$360K +$37.9K +610 +10%
OFW
1214
Omnia Family Wealth
Florida
$358K
RT
1215
Rockland Trust
Massachusetts
$357K
Aristotle Capital Management
1216
Aristotle Capital Management
California
$356K -$54.7K -881 -12%
KPW
1217
Kore Private Wealth
New York
$356K -$29.8K -480 -7%
CIA
1218
Choate Investment Advisors
Massachusetts
$356K -$25.6K -412 -6%
PWMG
1219
Pinnacle Wealth Management Group
Michigan
$356K
FCT
1220
First Community Trust
Iowa
$354K
WB
1221
Webster Bank
Connecticut
$354K
CIA
1222
Citadel Investment Advisory
Ohio
$354K +$19.2K +309 +5%
RGF
1223
Retirement Guys Formula
Ohio
$354K +$71.3K +1,148 +22%
FMLI
1224
Fukoku Mutual Life Insurance
Japan
$353K
ADL
1225
Asset Dedication LLC
California
$351K +$398K +6,407 New

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.