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Mondelez International

1,805 hedge funds and large institutions have $66.8B invested in Mondelez International in 2022 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 674 increasing their positions, 663 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 102

16% more call options, than puts

Call options by funds: $244M | Put options by funds: $209M

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

1% more funds holding

Funds holding: 1,7791,805 (+26)

2% more repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 663

0.41% less ownership

Funds ownership: 77.13%76.73% (-0.41%)

6% less capital invested

Capital invested by funds: $71.1B → $66.8B (-$4.35B)

Holders
1,805
Holders Change
+26
Holders Change %
+1.46%
% of All Funds
28.47%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
148
Increased
674
Reduced
663
Closed
102
Calls
$244M
Puts
$209M
Net Calls
+$34.3M
Net Calls Change
+$240M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1351
Aevitas Wealth Management
Massachusetts
$301K -$19.3K -297 -6%
GLA
1352
Good Life Advisors
Pennsylvania
$301K -$10.6K -163 -3%
B
1353
Barings
North Carolina
$299K
CHA
1354
Carmichael Hill & Associates
Maryland
$299K
IP
1355
Ignite Planners
California
$299K +$16.6K +255 +6%
TF
1356
Tompkins Financial
New York
$297K +$142K +2,179 +85%
BFO
1357
Biltmore Family Office
North Carolina
$296K -$68K -1,045 -18%
FPS
1358
Fieldpoint Private Securities
Connecticut
$296K -$49.4K -759 -14%
CWC
1359
Carolinas Wealth Consulting
North Carolina
$296K +$1.95K +30 +0.6%
IWM
1360
IHT Wealth Management
Illinois
$294K +$781 +12 +0.3%
AF
1361
Advisornet Financial
Minnesota
$291K +$45.2K +694 +18%
WAL
1362
W Advisors LLC
Tennessee
$290K +$30.9K +475 +11%
GPA
1363
Garrison Point Advisors
California
$289K
CL
1364
CPWM LLC
Washington
$288K -$12.6K -194 -4%
WPIC
1365
White Pine Investment Company
Michigan
$288K
EWA
1366
Exencial Wealth Advisors
Oklahoma
$286K -$63K -968 -18%
SCM
1367
SKBA Capital Management
California
$286K -$15.6K -240 -5%
WI
1368
Wintrust Investments
Illinois
$286K -$2.08K -32 -0.7%
NL
1369
NWAM LLC
Washington
$286K +$296K +4,555 New
CWM
1370
CCG Wealth Management
California
$286K +$297K +4,557 New
SB
1371
Strategic Blueprint
Georgia
$285K +$12K +185 +4%
LPIC
1372
LeJeune Puetz Investment Counsel
Michigan
$284K
MHR
1373
Matthew Hamilton Rosenberg
$284K +$28.3K +435 +11%
WA
1374
Winfield Associates
Ohio
$283K
SW
1375
Solidarity Wealth
Utah
$283K +$283K +4,343 New