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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
BCA
1626
Bray Capital Advisors
Florida
$26K
EW
1627
Evoke Wealth
California
$25K
NOI
1628
Newton One Investments
Delaware
$25K
BCMLT
1629
Beacon Capital Management LLC (Tennessee)
Tennessee
$25K +$1.55K +25 +6%
WWM
1630
Wolff Wiese Magana
California
$23K
GM
1631
GeoWealth Management
Illinois
$23K +$3.67K +59 +17%
CDIA
1632
Capital Directions Investment Advisors
Georgia
$22K -$24.8K -400 Closed
CYG
1633
Clean Yield Group
Vermont
$22K
FA
1634
Financial Advantage
Maryland
$22K
FCG
1635
Financial Connections Group
California
$22K
SMG
1636
Spectrum Management Group
Indiana
$22K
SWA
1637
SOA Wealth Advisors
New York
$21K
CCMW
1638
Cypress Capital Management (Wyoming)
Wyoming
$20K
NC
1639
NewSquare Capital
Pennsylvania
$20K
DWA
1640
Delos Wealth Advisors
Texas
$20K +$932 +15 +4%
BIA
1641
Bell Investment Advisors
California
$20K +$6.89K +111 +42%
KA
1642
Kozak & Associates
Colorado
$19K +$124 +2 +0.6%
PFA
1643
Professional Financial Advisors
Nebraska
$19K +$11.6K +187 +121%
TCM
1644
TD Capital Management
Tennessee
$19K +$21.7K +349 New
LF
1645
Lee Financial
Texas
$18K -$559 -9 -3%
BSWA
1646
Bromfield Sneider Wealth Advisors
Massachusetts
$18K
CMP
1647
Coston McIsaac & Partners
Maine
$18K
HWP
1648
Highline Wealth Partners
California
$16.8K +$19.1K +307 New
PA
1649
PSI Advisors
Florida
$16K
AWM
1650
Abound Wealth Management
Tennessee
$15.5K +$17.5K +282 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.