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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
TSWM
1651
Tyler-Stone Wealth Management
Ohio
$15K -$56.4K -908 -77%
IUHSA
1652
Itau Unibanco Holding S.A.
Brazil
$15K -$1.55K -25 -8%
CWM
1653
Castle Wealth Management
Florida
$15K
HFM
1654
Harvest Fund Management
China
$15K +$16.6K +268 New
EC
1655
EdgeRock Capital
Colorado
$15K +$17.1K +275 New
CCA
1656
Column Capital Advisors
Indiana
$14K
SIC
1657
SJS Investment Consulting
Ohio
$14K +$15.6K +251 New
DWMG
1658
DB Wealth Management Group
California
$13K
PCA
1659
Providence Capital Advisors
North Carolina
$13K
TCM
1660
Tanaka Capital Management
New York
$13K
M1FG
1661
Mach-1 Financial Group
Arkansas
$13K +$4.1K +66 +33%
ANBT
1662
American National Bank & Trust
Texas
$13K +$5.47K +88 +59%
Parallax Volatility Advisers
1663
Parallax Volatility Advisers
California
$13K +$14.9K +240 New
OLVIG
1664
Oliver Lagore Vanvalin Investment Group
Michigan
$12K
TJHA
1665
Thomas J. Herzfeld Advisors
Florida
$12K
AFS
1666
Annapolis Financial Services
Maryland
$11K -$10.3K -166 -46%
AW
1667
Avion Wealth
Texas
$11K
GWA
1668
Gibson Wealth Advisors
Texas
$11K
NL
1669
NVWM LLC
Pennsylvania
$11K
TC
1670
Tacita Capital
Ontario, Canada
$11K
SFCL
1671
Strengthening Families & Communities LLC
Massachusetts
$11K +$4.1K +66 +44%
PI
1672
PFS Investments
Georgia
$10.9K +$458K +7,381 +4%
RA
1673
Rise Advisors
New York
$10K +$62 +1 +0.6%
DAC
1674
Dividend Assets Capital
South Carolina
$10K +$11K +177 New
WAM
1675
WFA Asset Management
Wisconsin
$9.17K +$6.71K +108 +183%

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.