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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
CCFP
1226
Charles Carroll Financial Partners
Massachusetts
$349K
IA
1227
IFG Advisors
Missouri
$349K +$7.95K +128 +2%
MLFP
1228
MPS Loria Financial Planners
Illinois
$348K
DC
1229
DeDora Capital
California
$348K +$22.2K +357 +6%
PCG
1230
Prosperity Consulting Group
Maryland
$346K +$392K +6,316 New
PCS
1231
Personal CFO Solutions
New Jersey
$342K -$11.2K -180 -3%
SSW
1232
Smith Shellnut Wilson
Mississippi
$342K
STA
1233
Summit Trail Advisors
New York
$342K +$48.3K +777 +14%
BHWM
1234
Bar Harbor Wealth Management
New Hampshire
$339K
CA
1235
Commerzbank Aktiengesellschaft
Germany
$339K +$384K +6,180 New
WPC
1236
Wedmont Private Capital
Pennsylvania
$338K +$12.2K +197 +3%
OSNBOA
1237
Old Second National Bank of Aurora
Illinois
$337K -$4.47K -72 -1%
VC
1238
Veracity Capital
Georgia
$336K -$4.35K -70 -1%
MIS
1239
Morningstar Investment Services
Illinois
$336K -$3.29K -53 -0.9%
SHFA
1240
SC&H Financial Advisors
Maryland
$336K
FWM
1241
Fingerlakes Wealth Management
New York
$335K -$27.1K -437 -7%
PRWA
1242
Platte River Wealth Advisors
Colorado
$335K
LSA
1243
Lion Street Advisors
Texas
$335K +$2.42K +39 +0.6%
MSFS
1244
Main Street Financial Solutions
Pennsylvania
$334K -$3.48K -56 -0.9%
ABLA
1245
Alan B. Lancz & Associates
Ohio
$334K
TPWA
1246
TRUE Private Wealth Advisors
Oregon
$334K
RMCM
1247
Reynders McVeigh Capital Management
Massachusetts
$332K -$56.8K -915 -13%
WSC
1248
Wellington Shields & Co
New York
$332K
EWM
1249
Evermay Wealth Management
Virginia
$332K +$10.2K +165 +3%
CPO
1250
Cerity Partners OCIO
New York
$332K +$11.1K +178 +3%

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.