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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
AWM
1701
Activest Wealth Management
Florida
$29K
NOI
1702
Newton One Investments
Delaware
$29K
LWANC
1703
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K
PAI
1704
Pittenger & Anderson Inc
Nebraska
$28K
WWM
1705
Wolff Wiese Magana
California
$27K
SIS
1706
Sound Income Strategies
Florida
$27K +$781 +12 +3%
RIM
1707
Rockbridge Investment Management
New York
$26.7K -$142K -2,185 -84%
FA
1708
Financial Advantage
Maryland
$26K
SWA
1709
SOA Wealth Advisors
New York
$26K
FCG
1710
Financial Connections Group
California
$25K
SMG
1711
Spectrum Management Group
Indiana
$25K
CFD
1712
Creative Financial Designs
Indiana
$25K +$65 +1 +0.3%
BCMLT
1713
Beacon Capital Management LLC (Tennessee)
Tennessee
$25K +$25.5K +392 New
SPWM
1714
Spartan Planning & Wealth Management
North Carolina
$25K +$26.4K +406 New
BA
1715
Bivin & Associates
Oklahoma
$24K
AFS
1716
Annapolis Financial Services
Maryland
$23K
CCMW
1717
Cypress Capital Management (Wyoming)
Wyoming
$23K
NC
1718
NewSquare Capital
Pennsylvania
$23K
FMP
1719
Financial Management Professionals
Texas
$23K +$2.34K +36 +11%
COCM
1720
Charter Oak Capital Management
New Hampshire
$23K +$10.7K +165 +84%
SC
1721
Sierra Capital
Florida
$22K -$5.86K -90 -21%
DWA
1722
Delos Wealth Advisors
Texas
$22K
GM
1723
GeoWealth Management
Illinois
$22K +$716 +11 +3%
KA
1724
Kozak & Associates
Colorado
$20K
MFT
1725
Moisand Fitzgerald Tamayo
Florida
$20K