We are live on ! Find out more
MDLZ icon

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
AC
1326
Avestar Capital
New York
$281K +$26.6K +428 +9%
BI
1327
Ballast Inc
Kentucky
$280K
KFGK
1328
Keystone Financial Group (Kentucky)
Kentucky
$280K +$6.21K +100 +2%
AIM
1329
Aurora Investment Managers
Florida
$277K
SCP
1330
Shorepoint Capital Partners
Massachusetts
$277K
EM
1331
Excalibur Management
Massachusetts
$276K +$49.8K +801 +19%
FFIC
1332
First Fiduciary Investment Counsel
Ohio
$274K
NGA
1333
Naples Global Advisors
Florida
$274K +$4.29K +69 +1%
LFA
1334
Legacy Financial Advisors
Kentucky
$274K +$32.5K +524 +12%
NFG
1335
Northeast Financial Group
Pennsylvania
$273K -$4.1K -66 -1%
CHA
1336
Carmichael Hill & Associates
Maryland
$272K
IWA
1337
Inspirion Wealth Advisors
Illinois
$272K
VCP
1338
Verus Capital Partners
Arizona
$272K +$90.4K +1,455 +41%
KWS
1339
Keystone Wealth Services
California
$269K +$435 +7 +0.1%
FHA
1340
Flagship Harbor Advisors
Massachusetts
$269K +$23.5K +378 +8%
DU
1341
Delphia (USA)
Ontario, Canada
$268K -$156K -2,513 -34%
DA
1342
DSC Advisors
Illinois
$268K -$95.8K -1,543 -24%
MWM
1343
Mattern Wealth Management
Kansas
$268K
DWP
1344
Destiny Wealth Partners
Florida
$268K +$75.3K +1,213 +33%
FB
1345
Fulton Bank
Pennsylvania
$267K +$44.3K +714 +17%
MFG
1346
Magnus Financial Group
New York
$266K -$8.63K -139 -3%
MIM
1347
Marco Investment Management
Georgia
$264K
AI
1348
AXS Investments
New York
$262K -$47K -756 -14%
AWM
1349
Affinity Wealth Management
Delaware
$262K +$3.35K +54 +1%
SB
1350
Simmons Bank
Arkansas
$261K +$19.3K +310 +7%

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.