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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
JE
1451
JMAC Enterprises
Pennsylvania
$210K +$124 +2 +0.1%
EFG
1452
Everhart Financial Group
Ohio
$210K +$2.55K +41 +1%
BFA
1453
Buttonwood Financial Advisors
Maryland
$210K +$14.6K +235 +7%
CAMG
1454
CWA Asset Management Group
Florida
$210K +$17.6K +283 +8%
EFSCE
1455
Enterprise Financial Services Corp (EFSC)
Missouri
$209K -$994 -16 -0.4%
TP
1456
Tranquility Partners
Tennessee
$209K +$5.96K +96 +3%
MWPCG
1457
Measured Wealth Private Client Group
New Hampshire
$208K -$5.53K -89 -2%
HT
1458
HighTower Trust
Texas
$208K
TIM
1459
Tortoise Investment Management
New York
$208K
FIM
1460
Freedom Investment Management
Connecticut
$208K -$311 -5 -0.1%
WAM
1461
Weatherly Asset Management
California
$207K
CSPAM
1462
Cary Street Partners Asset Management
Virginia
$207K +$234K +3,775 New
LWM
1463
Lyell Wealth Management
California
$206K +$18.9K +305 +9%
LMKC
1464
L.M. Kohn & Company
Ohio
$205K -$62 -1 -0%
TC
1465
Titleist Capital
Texas
$205K +$62 +1 +0%
CWC
1466
Carolinas Wealth Consulting
North Carolina
$204K -$40.3K -649 -15%
KC
1467
Kinloch Capital
Virginia
$204K -$35.3K -568 -13%
PIP
1468
Peachtree Investment Partners
Florida
$204K -$62 -1 -0%
MPW
1469
Monterey Private Wealth
California
$204K +$4.29K +69 +2%
NCM
1470
Next Capital Management
New York
$204K +$4.47K +72 +2%
NAM
1471
NTV Asset Management
West Virginia
$203K -$15.5K -250 -6%
SCI
1472
S&CO Inc
Massachusetts
$203K +$311 +5 +0.1%
RPWA
1473
Regent Peak Wealth Advisors
Georgia
$201K -$1.68K -27 -0.7%
PFM
1474
Parsec Financial Management
North Carolina
$201K +$15.2K +245 +7%
DAM
1475
Doheny Asset Management
California
$200K +$227K +3,650 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.