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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
RTC
1601
Riverview Trust Company
Washington
$37K +$497 +8 +1%
AF
1602
Arrow Financial
New York
$36K -$43.3K -697 -51%
BWM
1603
BerganKDV Wealth Management
Minnesota
$36K -$26.8K -432 -40%
BWA
1604
BDO Wealth Advisors
Florida
$36K +$62 +1 +0.2%
EARNEST Partners
1605
EARNEST Partners
Georgia
$35K
LSA
1606
Lansing Street Advisors
Pennsylvania
$35K +$186 +3 +0.5%
AP
1607
Atwood & Palmer
Missouri
$34K
SSC
1608
Syverson Strege & Co
Iowa
$34K
CWA
1609
Clearview Wealth Advisors
Oregon
$33K
CMBA
1610
C.M. Bidwell & Associates
Hawaii
$33K
HCM
1611
Highlander Capital Management
New Jersey
$32K
PP
1612
PFS Partners
New Jersey
$31.2K
C
1613
Covestor
United Kingdom
$31K -$56.3K -906 -61%
SWM
1614
Selective Wealth Management
Virginia
$31K
TC
1615
Truvestments Capital
Florida
$30K -$23.3K -375 -41%
OA
1616
Operose Advisors
Wisconsin
$30K -$3.73K -60 -10%
BWP
1617
Baldwin Wealth Partners
Massachusetts
$30K
LFG
1618
Larson Financial Group
Missouri
$29K
FCMT
1619
Founders Capital Management (Texas)
Texas
$28K
LWANC
1620
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K
FP
1621
Financial Perspectives
Minnesota
$27.3K
MAM
1622
Marquette Asset Management
Minnesota
$27K -$745 -12 -2%
OCM
1623
Orion Capital Management
California
$27K
SA
1624
SRH Advisors
Kansas
$27K
FPFS
1625
First Personal Financial Services
North Carolina
$27K +$16.6K +268 +124%

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.