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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
WBC
1551
West Branch Capital
Massachusetts
$73K
AIM
1552
Axiom Investment Management
New York
$72K +$82.4K +1,326 New
MFT
1553
Moisand Fitzgerald Tamayo
Florida
$71K +$13.7K +221 +21%
OC
1554
Oakworth Capital
Alabama
$67K
S
1555
Surevest
California
$67K
AAP
1556
Arax Advisory Partners
Colorado
$66K -$59.2K -953 -44%
AWM
1557
Atticus Wealth Management
Florida
$66K
PAI
1558
Pittenger & Anderson Inc
Nebraska
$65K +$45.3K +730 +162%
AFIA
1559
America First Investment Advisors
Nebraska
$63K
BHWM
1560
Bay Harbor Wealth Management
Maryland
$63K
CCA
1561
Catalyst Capital Advisors
New York
$60K -$994 -16 -1%
SC
1562
Stephens Consulting
Michigan
$59.3K +$1.55K +25 +2%
IRC
1563
Investors Research Corp
Georgia
$59K
MTCM
1564
Mint Tower Capital Management
Netherlands
$58K +$65.7K +1,058 New
CTA
1565
Colonial Trust Advisors
South Carolina
$56K +$63K +1,014 New
TFGT
1566
TS Financial Group (TSFG)
Illinois
$55K -$29.4K -473 -32%
SWM
1567
Sugarloaf Wealth Management
Georgia
$55K +$6.27K +101 +11%
TFP
1568
Tilia Fiduciary Partners
North Carolina
$53K -$3.29K -53 -5%
OIA
1569
Optimum Investment Advisors
Illinois
$52K
MCM
1570
MV Capital Management
Maryland
$52K +$6.27K +101 +12%
SIS
1571
Sound Income Strategies
Florida
$51K +$10.1K +163 +21%
AS
1572
Altshuler Shaham
Israel
$49K -$1.37K -22 -2%
PP
1573
PrairieView Partners
Minnesota
$49K
SC
1574
Steph & Co
Wisconsin
$48K
AIP
1575
Almanack Investment Partners
Pennsylvania
$48K +$54.9K +884 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.