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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
SCA
1251
STALEY CAPITAL ADVISERS
Pennsylvania
$332K +$33.4K +538 +10%
HAC
1252
Harbor Advisory Corp
New Hampshire
$330K -$155K -2,491 -29%
WDA
1253
Wendell David Associates
New Hampshire
$330K -$17.4K -280 -4%
CHAM
1254
Clear Harbor Asset Management
Connecticut
$329K
CPIG
1255
Chicago Partners Investment Group
Illinois
$329K +$21.4K +345 +7%
SFG
1256
Summit Financial Group
West Virginia
$328K -$3.11K -50 -0.8%
TPW
1257
Transatlantique Private Wealth
New York
$327K +$8.7K +140 +2%
AMCA
1258
Arthur M. Cohen & Associates
Illinois
$326K
HPWM
1259
Highland Private Wealth Management
Washington
$326K +$31.4K +505 +9%
Walleye Capital
1260
Walleye Capital
New York
$326K +$369K +5,941 New
SSG
1261
Summit Securities Group
New York
$326K +$369K +5,943 New
PG
1262
Pendal Group
Australia
$325K -$178K -2,873 -33%
WA
1263
Wealth Architects
California
$323K -$13.7K -221 -4%
RW
1264
Rede Wealth
Virginia
$323K +$248 +4 +0.1%
CF
1265
Corrigan Financial
Rhode Island
$320K +$3.85K +62 +1%
FWTB
1266
First Western Trust Bank
Colorado
$320K -$186 -3 -0.1%
PCMC
1267
Private Capital Management (Colorado)
Colorado
$319K +$8.26K +133 +2%
SA
1268
Shilanski & Associates
Alaska
$319K +$361K +5,809 New
WPW
1269
Warther Private Wealth
Ohio
$318K -$34.1K -549 -9%
BA
1270
Bluesphere Advisors
Pennsylvania
$318K +$1.37K +22 +0.4%
BDF
1271
Balasa Dinverno & Foltz
$318K +$15.7K +252 +5%
PTP
1272
Platform Technology Partners
New York
$317K -$12.8K -206 -3%
CW
1273
CreativeOne Wealth
Kansas
$316K -$103K -1,665 -22%
OPTFSNA
1274
Old Point Trust & Financial Services N A
Virginia
$316K -$56.3K -907 -14%
EWA
1275
Exencial Wealth Advisors
Oklahoma
$316K -$8.45K -136 -2%

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.