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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
GLA
1301
Good Life Advisors
Pennsylvania
$296K +$59K +950 +21%
AWA
1302
Aaron Wealth Advisors
Illinois
$296K +$67.9K +1,093 +25%
CHP
1303
Cable Hill Partners
Oregon
$295K +$64.1K +1,032 +24%
BHC
1304
Bowen Hanes & Co
Florida
$291K
SFG
1305
SNS Financial Group
Minnesota
$290K +$1.86K +30 +0.6%
SWP
1306
Summit Wealth Partners
Florida
$287K +$24.7K +397 +8%
GEA
1307
Glen Eagle Advisors
New Jersey
$287K -$43.5K -700 -12%
CBOR
1308
Community Bank of Raymore
Missouri
$286K
IFWM
1309
Institute for Wealth Management
Colorado
$286K
SIG
1310
Spinnaker Investment Group
California
$286K +$28.6K +461 +10%
SB
1311
Strategic Blueprint
Georgia
$286K +$50.9K +820 +19%
GIA
1312
GHP Investment Advisors
Colorado
$285K -$17.1K -275 -5%
SFM
1313
Signet Financial Management
New Jersey
$285K -$11.2K -180 -3%
JWM
1314
Jeppson Wealth Management
California
$284K
SIMG
1315
Sonora Investment Management Group
Arizona
$284K
AA
1316
Addison Advisors
Vermont
$284K +$45.4K +731 +16%
NCG
1317
Newport Capital Group
New Jersey
$284K +$302K +4,857 New
HFG
1318
Heron Financial Group
New York
$283K
NL
1319
NWAM LLC
Washington
$283K +$683 +11 +0.2%
CWG
1320
Cornerstone Wealth Group
North Carolina
$283K +$4.6K +74 +1%
SAM
1321
Summit Asset Management
Tennessee
$283K +$5.59K +90 +2%
WI
1322
Wintrust Investments
Illinois
$283K +$28.5K +459 +10%
VCM
1323
Vigilant Capital Management
Maine
$281K -$373 -6 -0.1%
SW
1324
Solidarity Wealth
Utah
$281K +$932 +15 +0.3%
AF
1325
Advisornet Financial
Minnesota
$281K +$13.9K +223 +5%

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.