We are live on ! Find out more
MDLZ icon

Mondelez International

1,805 hedge funds and large institutions have $66.8B invested in Mondelez International in 2022 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 674 increasing their positions, 663 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 102

16% more call options, than puts

Call options by funds: $244M | Put options by funds: $209M

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

1% more funds holding

Funds holding: 1,7791,805 (+26)

2% more repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 663

0.41% less ownership

Funds ownership: 77.13%76.73% (-0.41%)

6% less capital invested

Capital invested by funds: $71.1B → $66.8B (-$4.35B)

Holders
1,805
Holders Change
+26
Holders Change %
+1.46%
% of All Funds
28.47%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
148
Increased
674
Reduced
663
Closed
102
Calls
$244M
Puts
$209M
Net Calls
+$34.3M
Net Calls Change
+$240M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1576
Steph & Co
Wisconsin
$123K -$45.6K -700 -26%
ATC
1577
Adirondack Trust Company
New York
$123K -$7.81K -120 -6%
FWM
1578
Focused Wealth Management
New York
$120K +$260 +4 +0.2%
CC
1579
Corsicana & Co
Texas
$119K
MAWCM
1580
Mine & Arao Wealth Creation & Management
California
$118K
FAG
1581
Fortitude Advisory Group
Washington
$116K
GFPC
1582
Global Financial Private Client
Florida
$115K
TF
1583
TimeScale Financial
Massachusetts
$115K +$586 +9 +0.5%
CJL
1584
Cyrus J. Lawrence
New York
$115K +$120K +1,837 New
TCCM
1585
Timber Creek Capital Management
Massachusetts
$110K
HWMA
1586
Heritage Wealth Management (Arizona)
Arizona
$109K +$113K +1,733 New
BWM
1587
Baystate Wealth Management
Massachusetts
$108K +$27.7K +425 +33%
TFS
1588
TrustCore Financial Services
Tennessee
$107K -$19.3K -296 -15%
RCG
1589
Rock Creek Group
District of Columbia
$107K -$6.25K -96 -5%
EIP
1590
Ellis Investment Partners
Pennsylvania
$106K +$521 +8 +0.5%
TFO
1591
Tarbox Family Office
California
$104K -$12.1K -186 -10%
IFAM
1592
Institutional & Family Asset Management
Colorado
$104K -$1.5K -23 -1%
CAC
1593
Certified Advisory Corp
Florida
$104K +$108K +1,653 New
IRAG
1594
Investment Research & Advisory Group
Georgia
$101K
JEST
1595
JTC Employer Solutions Trustee
Jersey
$101K
FFA
1596
Freedman Financial Associates
Massachusetts
$99K
WAM
1597
Worth Asset Management
Texas
$98K +$96.9K +1,488 New
AWM
1598
AllSquare Wealth Management
New York
$94K +$5.34K +82 +6%
BSWA
1599
Bromfield Sneider Wealth Advisors
Massachusetts
$94K +$97K +1,491 New
TFGT
1600
TS Financial Group (TSFG)
Illinois
$92K +$195 +3 +0.2%