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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
FMP
1676
Financial Management Professionals
Texas
$9K -$28.9K -465 -73%
GIA
1677
Goodwin Investment Advisory
Georgia
$9K +$10.6K +170 New
SIM
1678
Studio Investment Management
Illinois
$8.83K +$10K +161 New
WAM
1679
Worth Asset Management
Texas
$8K -$38.8K -625 -80%
ACK
1680
Andrew C. Karlinski
$8K -$807 -13 -8%
AWM
1681
Avondale Wealth Management
Texas
$8K
OAJ
1682
Ogorek Anthony Joseph
New York
$8K
RDIA
1683
RE Dickinson Investment Advisors
Iowa
$8K
BWL
1684
Bogart Wealth LLC
Virginia
$8K +$6.21K +100 +204%
MDCM
1685
Morgan Dempsey Capital Management
Wisconsin
$8K +$9.56K +154 New
BAM
1686
Byrne Asset Management
New Jersey
$7K -$1.55K -25 -16%
EIM
1687
Essex Investment Management
Massachusetts
$7K
EA
1688
Evolution Advisers
Virginia
$7K
KFP
1689
KB Financial Partners
New Jersey
$7K
PP
1690
Pacifica Partners
Canada
$7K
BC
1691
Barrett & Company
Rhode Island
$6.67K +$6.21K +100 New
MGIM
1692
M&G Investment Management
United Kingdom
$6.5K -$41.4K -667 -0.6%
AWMS
1693
Advocacy Wealth Management Services
Georgia
$6K
MWC
1694
MBM Wealth Consultants
Missouri
$6K
MS
1695
Mizuho Securities
Japan
$6K +$62 +1 +1%
HGERS
1696
Householder Group Estate & Retirement Specialist
Arizona
$6K +$6.96K +112 New
ACA
1697
Atlas Capital Advisors
Wyoming
$5.59K
FCB
1698
First Command Bank
Texas
$5K -$47.6K -767 -88%
FCFS
1699
First Command Financial Services
Texas
$5K -$47.6K -767 -88%
SC
1700
Sierra Capital
Florida
$5K

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.