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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
TF
1351
Tompkins Financial
New York
$260K +$11.4K +184 +4%
HH
1352
Hilltop Holdings
Texas
$260K +$17.5K +281 +6%
AWM
1353
Accurate Wealth Management
Florida
$258K -$1.62M -26,016 -85%
CWP
1354
Concord Wealth Partners
Virginia
$258K -$10.2K -165 -3%
BFO
1355
Biltmore Family Office
North Carolina
$258K +$1.8K +29 +0.6%
MHR
1356
Matthew Hamilton Rosenberg
$258K +$11.1K +178 +4%
SL
1357
Salomon & Ludwin
Virginia
$257K +$291K +4,692 New
B
1358
Bellecapital
Switzerland
$256K -$82.5K -1,328 -22%
LC
1359
Lindbrook Capital
California
$256K +$28.8K +463 +11%
GWM
1360
Geneos Wealth Management
Colorado
$255K -$558K -8,983 -66%
WAL
1361
W Advisors LLC
Tennessee
$254K -$497 -8 -0.2%
PWM
1362
Prentice Wealth Management
New York
$254K +$286K +4,597 New
GPA
1363
Garrison Point Advisors
California
$253K
DOA
1364
D'Orazio & Associates
Virginia
$253K +$870 +14 +0.3%
LAS
1365
LWM Advisory Services
Florida
$253K +$24.1K +388 +9%
SFG
1366
Steward Financial Group
Texas
$253K +$278K +4,473 +2,886%
DIM
1367
Delta Investment Management
California
$252K
FWP
1368
FAS Wealth Partners
Kansas
$251K +$81.3K +1,309 +40%
VAM
1369
Verity Asset Management
North Carolina
$250K +$283K +4,563 New
IF
1370
Intrua Financial
Texas
$249K +$497 +8 +0.2%
LPIC
1371
LeJeune Puetz Investment Counsel
Michigan
$248K
HKIM
1372
Hayek Kallen Investment Management
Alabama
$245K
CCFCSB
1373
Cape Cod Five Cents Savings Bank
Massachusetts
$245K +$11.6K +187 +4%
LWM
1374
Laidlaw Wealth Management
New York
$244K -$117K -1,889 -30%
CWM
1375
CCG Wealth Management
California
$244K -$6.4K -103 -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.