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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
MA
1426
MONECO Advisors
Connecticut
$218K -$2.24K -36 -0.9%
PI
1427
Pettee Investors
Connecticut
$218K
VCAM
1428
Van Cleef Asset Management
Ohio
$218K
TWA
1429
TCI Wealth Advisors
Arizona
$218K +$1.8K +29 +0.7%
SCM
1430
SKBA Capital Management
California
$217K -$37.3K -600 -13%
CST
1431
Charles Schwab Trust
Nevada
$217K
CT
1432
Clearstead Trust
Maine
$217K +$16.8K +270 +7%
NCM
1433
NCM Capital Management
New Jersey
$216K +$124 +2 +0.1%
ACM
1434
Armbruster Capital Management
New York
$215K
AAS
1435
Ameritas Advisory Services
Nebraska
$215K +$807 +13 +0.3%
PVH
1436
Psagot Value Holdings
Israel
$214K +$71.4K +1,150 +42%
BOPW
1437
Brandywine Oak Private Wealth
Pennsylvania
$213K -$17.1K -276 -7%
RMC
1438
Resources Management Corp
Connecticut
$213K -$3.11K -50 -1%
BIAS
1439
Beacon Investment Advisory Services
New Jersey
$213K -$2.24K -36 -0.9%
TW
1440
TrinityPoint Wealth
Connecticut
$213K +$870 +14 +0.4%
RSWM
1441
Robertson Stephens Wealth Management
California
$212K -$152K -2,446 -39%
CCA
1442
Childress Capital Advisors
Texas
$212K -$3.29K -53 -1%
GC
1443
Garde Capital
Washington
$212K
CPIA
1444
Cornell Pochily Investment Advisors
New York
$212K +$62 +1 +0%
RA
1445
RFG Advisory
Alabama
$212K +$745 +12 +0.4%
AWA
1446
Acorn Wealth Advisors
Michigan
$212K +$1.8K +29 +0.8%
CB
1447
CNB Bank
Pennsylvania
$211K -$186 -3 -0.1%
CA
1448
Carson Advisory
Georgia
$211K +$1.93K +31 +0.8%
BRC
1449
Bell Rock Capital
Delaware
$211K +$240K +3,856 New
AC
1450
Asio Capital
Kentucky
$210K

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.