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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
DSC
1501
Duncker Streett & Co
Missouri
$141K
JEST
1502
JTC Employer Solutions Trustee
Jersey
$139K +$57.5K +925 +57%
CL
1503
COWA LLC
Oklahoma
$137K +$155K +2,502 New
JWA
1504
JFS Wealth Advisors
Pennsylvania
$134K -$19.6K -316 -11%
LD
1505
Lipe & Dalton
New York
$132K
BSB
1506
Bangor Savings Bank
Maine
$132K +$2.79K +45 +2%
ZIG
1507
Zullo Investment Group
Pennsylvania
$130K -$7.33K -118 -5%
ACM
1508
AUA Capital Management
Pennsylvania
$126K -$40.2K -647 -22%
ECG
1509
Edge Capital Group
Georgia
$123K +$43.2K +695 +45%
CAL
1510
Capital Advisors Ltd
Ohio
$121K +$683 +11 +0.5%
BONH
1511
Bank of New Hampshire
New Hampshire
$116K
Loomis, Sayles & Company
1512
Loomis, Sayles & Company
Massachusetts
$115K +$128K +2,062 +4,795%
TFS
1513
TrustCore Financial Services
Tennessee
$111K +$20.4K +328 +19%
VIA
1514
Virtus Investment Advisers
Connecticut
$110K +$124K +2,000 New
TF
1515
TimeScale Financial
Massachusetts
$109K +$9.81K +158 +9%
SOW
1516
State of Wyoming
Wyoming
$109K +$54.9K +884 +80%
HNWAG
1517
High Net Worth Advisory Group
Florida
$108K +$19.1K +308 +19%
ATC
1518
Adirondack Trust Company
New York
$107K
CA
1519
Crewe Advisors
Utah
$107K +$4.04K +65 +3%
UCB
1520
United Community Bank
South Carolina
$106K
FWM
1521
Focused Wealth Management
New York
$105K +$248 +4 +0.2%
VWM
1522
Valley Wealth Managers
New Jersey
$104K -$32.6K -525 -22%
CC
1523
Corsicana & Co
Texas
$104K
MAWCM
1524
Mine & Arao Wealth Creation & Management
California
$103K
GFPC
1525
Global Financial Private Client
Florida
$102K

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.