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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
RWB
1401
RMR Wealth Builders
New Jersey
$230K +$34.8K +561 +16%
BC
1402
Burney Company
Virginia
$229K -$26.1K -420 -9%
FCAG
1403
First Capital Advisors Group
New Jersey
$229K +$1.49K +24 +0.6%
TVWM
1404
Tower View Wealth Management
Wisconsin
$229K +$4.6K +74 +2%
RWA
1405
Ropes Wealth Advisors
Massachusetts
$229K +$38.8K +625 +18%
HCM
1406
Hutner Capital Management
Vermont
$228K -$2.24K -36 -0.9%
PIMG
1407
Patriot Investment Management Group
Tennessee
$228K +$807 +13 +0.3%
HHGA
1408
Halbert Hargrove Global Advisors
California
$227K +$4.47K +72 +2%
AIM
1409
Alhambra Investment Management
Florida
$227K +$12.4K +200 +5%
IP
1410
Ignite Planners
California
$227K +$21.9K +352 +10%
GIM
1411
Goelzer Investment Management
Indiana
$226K +$255K +4,113 New
1W
1412
1776 Wealth
Georgia
$225K
GHAM
1413
Gilman Hill Asset Management
Connecticut
$225K +$5.96K +96 +2%
DA
1414
DCM Advisors
New York
$224K -$55.1K -887 -18%
MGAM
1415
McGowan Group Asset Management
Texas
$224K
SIG
1416
Sargent Investment Group
Maryland
$224K
JSW
1417
Journey Strategic Wealth
New Jersey
$223K +$254K +4,083 New
FNBOSM
1418
First National Bank of South Miami
Florida
$222K
PFA
1419
Pathway Financial Advisors
Vermont
$222K
SIC
1420
Sterling Investment Counsel
New York
$222K +$5.34K +86 +2%
CPA
1421
Cardiff Park Advisors
California
$221K -$20.8K -335 -8%
SWM
1422
Silverlake Wealth Management
Vermont
$220K +$186 +3 +0.1%
MCM
1423
Magnolia Capital Management
New York
$219K
RWP
1424
Ridgecrest Wealth Partners
California
$219K
LOAMU
1425
Lombard Odier Asset Management (USA)
New York
$219K +$248K +4,000 New

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.