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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
SIA
1276
SkyView Investment Advisors
New Jersey
$316K -$2.3K -37 -0.6%
WTB
1277
Washington Trust Bank
Washington
$316K +$358K +5,763 New
FWA
1278
FSM Wealth Advisors
Ohio
$314K +$11.4K +184 +3%
MPM
1279
Meritage Portfolio Management
Kansas
$314K +$31.4K +505 +10%
BCA
1280
Bay Colony Advisors
Massachusetts
$313K -$13.1K -211 -4%
CBT
1281
CoreFirst Bank & Trust
Kansas
$313K
SICM
1282
Sustainable Insight Capital Management
New York
$313K +$80.7K +1,300 +30%
ALAM
1283
Asahi Life Asset Management
Japan
$313K +$158K +2,540 +80%
SCM
1284
Stevens Capital Management
Pennsylvania
$311K +$353K +5,680 New
EIG
1285
Ellenbecker Investment Group
Wisconsin
$310K +$118K +1,892 +50%
SPWG
1286
Sage Private Wealth Group
Illinois
$309K -$1.18K -19 -0.3%
CA
1287
Cornerstone Advisory
Maryland
$309K +$28K +450 +9%
BFC
1288
Bedel Financial Consulting
Indiana
$306K +$124 +2 +0%
Q
1289
QVR
California
$306K +$151K +2,428 +77%
AFG
1290
Allegheny Financial Group
Pennsylvania
$305K
PCOC
1291
Power Corp of Canada
Canada
$305K +$345K +5,554 New
MFGM
1292
Marshall Financial Group (Maryland)
Maryland
$304K
GWS
1293
Glassman Wealth Services
Virginia
$303K -$2.17K -35 -0.6%
JWWM
1294
Johnson & White Wealth Management
Pennsylvania
$303K +$343K +5,524 New
KIC
1295
Keating Investment Counselors
Florida
$301K -$155K -2,500 -31%
AA
1296
Ancora Advisors
Ohio
$300K
AWM
1297
Aevitas Wealth Management
Massachusetts
$300K +$42K +677 +14%
CFFP
1298
Center for Financial Planning
Michigan
$300K +$169K +2,721 +99%
LSPW
1299
Lake Street Private Wealth
Illinois
$299K -$11.4K -184 -3%
EP
1300
Eudaimonia Partners
Tennessee
$298K -$803K -12,936 -70%

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.