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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
SCM
1801
Stonebridge Capital Management
California
-$209K -3,371 Closed
WDG
1802
Wealth Dimensions Group
Ohio
-$206K -3,310 Closed
IA
1803
IAM Advisory
Pennsylvania
-$205K -3,305 Closed
BCP
1804
Blackhawk Capital Partners
Wisconsin
-$205K -3,300 Closed
RF
1805
Resolute Financial
Massachusetts
-$205K -3,300 Closed
SW
1806
SkyOak Wealth
Michigan
-$203K -3,273 Closed
AIM
1807
Avity Investment Management
Connecticut
-$203K -3,272 Closed
AFC
1808
AFT Forsyth & Company
Florida
-$203K -3,267 Closed
TCM
1809
Telos Capital Management
California
-$202K -3,255 Closed
LI
1810
Lafayette Investments
Maryland
-$201K -3,237 Closed
RP
1811
Riverwater Partners
Wisconsin
-$200K -3,222 Closed
CWM
1812
Curi Wealth Management
North Carolina
-$103K -1,654 Closed
PFGIA
1813
Patriot Financial Group Insurance Agency
Massachusetts
-$101K -1,635 Closed
FBC
1814
Fairfield, Bush & Co
Connecticut
-$99K -1,588 Closed
GWMIA
1815
Global Wealth Management Investment Advisory
Florida
-$86K -1,382 Closed
GLLW
1816
Graves Light Lenhart Wealth
Virginia
-$79K -1,280 Closed
VRM
1817
Vectors Research Management
New York
-$73K -1,173 Closed
HWA
1818
HHM Wealth Advisors
Tennessee
-$72K -1,155 Closed
CCM
1819
Chilton Capital Management
Texas
-$67K -1,082 Closed
CP
1820
Castleview Partners
Texas
-$251K -922 Closed
BFG
1821
Baron Financial Group
New Jersey
-$52.2K -841 Closed
GCGDR
1822
Geo Capital Gestora de Recursos
Brazil
-$39K -631 Closed
GA
1823
GoalVest Advisory
New York
-$38K -615 Closed
BMD
1824
Better Money Decisions
New Mexico
-$38K -610 Closed
RG
1825
Retirement Group
California
-$33K -533 Closed

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.