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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
DIP
1526
DT Investment Partners
Pennsylvania
$101K -$124K -1,995 -52%
PSB
1527
Piscataqua Savings Bank
New Hampshire
$97K
KC
1528
Knuff & Co
California
$96K
TCCM
1529
Timber Creek Capital Management
Massachusetts
$96K
BWM
1530
Baystate Wealth Management
Massachusetts
$95K +$497 +8 +0.5%
IFAM
1531
Institutional & Family Asset Management
Colorado
$91K +$186 +3 +0.2%
JWM
1532
Janiczek Wealth Management
Colorado
$91K +$2.24K +36 +2%
IRAG
1533
Investment Research & Advisory Group
Georgia
$88K
HI
1534
Hudock Inc
Pennsylvania
$88K +$559 +9 +0.6%
RCG
1535
Rock Creek Group
District of Columbia
$87K -$8.07K -130 -8%
EIP
1536
Ellis Investment Partners
Pennsylvania
$86K -$7.76K -125 -7%
EBA
1537
Eagle Bay Advisors
New York
$83K -$3.6K -58 -4%
HCP
1538
Hexagon Capital Partners
Arkansas
$81K -$97.8K -1,574 -52%
CJL
1539
Cyrus J. Lawrence
New York
$81K -$21.5K -346 -19%
MA
1540
MCF Advisors
Kentucky
$81K
WOC
1541
West Oak Capital
California
$80K
QC
1542
Quent Capital
New York
$80K +$14.2K +229 +19%
MFA
1543
McClarren Financial Advisors
Pennsylvania
$80K +$91.6K +1,475 New
PB
1544
Pinnacle Bancorp
Nebraska
$78K +$19.9K +321 +29%
NR
1545
Newfound Research
Massachusetts
$77K +$2.24K +36 +3%
VCM
1546
Versant Capital Management
Arizona
$76K -$311 -5 -0.4%
SCM
1547
Silvant Capital Management
Georgia
$76K
LS
1548
Livforsakringsbolaget Skandia
Sweden
$75K -$323K -5,200 -79%
Bank of Montreal
1549
Bank of Montreal
Ontario, Canada
$74.7K -$6.76M -108,850 -8%
AWM
1550
AllSquare Wealth Management
New York
$74K

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.