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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
EAM
1701
Eukles Asset Management
Ohio
$5K +$1.55K +25 +33%
BCPWM
1702
Bradley & Co Private Wealth Management
Florida
$4K
CWM
1703
Cranbrook Wealth Management
Michigan
$4K
GAG
1704
Goodman Advisory Group
Massachusetts
$4K
POIA
1705
Pin Oak Investment Advisors
Texas
$4K
ST
1706
Sageworth Trust
Pennsylvania
$4K
SAM
1707
Strategic Asset Management
Minnesota
$4K
DI
1708
Disciplined Investments
Oklahoma
$4K +$124 +2 +3%
CCM
1709
Cribstone Capital Management
Maine
$4K +$3.11K +50 +333%
HC
1710
Hoese & Co
Minnesota
$3K
PO
1711
Private Ocean
California
$3K
PWS
1712
Paragon Wealth Strategies
Florida
$3K +$3.17K +51 New
BHWM
1713
Beaird Harris Wealth Management
Texas
$3K +$3.54K +57 New
BA
1714
Bellwether Advisors
Nebraska
$2K -$1.24K -20 -34%
HWMA
1715
Heritage Wealth Management (Arizona)
Arizona
$2K
IWP
1716
IAG Wealth Partners
Wisconsin
$2K +$1.74K +28 New
CPFP
1717
Clear Perspectives Financial Planning
Ohio
$2K +$1.86K +30 New
BIM
1718
Baldwin Investment Management
Pennsylvania
$1.1K -$114K -1,835 -8%
MOS
1719
MGO One Seven
Ohio
$1.01K +$131K +2,113 +19%
IAS
1720
IMA Advisory Services
Colorado
$1K
NFSG
1721
Newbridge Financial Services Group
Florida
$1K
SC
1722
Schubert & Co
Texas
$1K
TCWA
1723
Ten Capital Wealth Advisors
Washington
$1K
WA
1724
WestEnd Advisors
North Carolina
$1K +$870 +14 New
NDSI
1725
Newman Dignan & Sheerar Inc
Rhode Island
$732

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.