Mondelez International
MDLZ
1,880 hedge funds and large institutions have $75.5B invested in Mondelez International in 2023 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 714 increasing their positions, 680 reducing their positions, and 76 closing their positions.
117% more first-time investments, than exits
New positions opened: 165 | Existing positions closed: 76
59% more call options, than puts
Call options by funds: $380M | Put options by funds: $239M
7% more capital invested
Capital invested by funds: $70.8B → $75.5B (+$4.65B)
3.47% more ownership
Funds ownership: 77.54% → 81.01% (+3.5%)
3% more funds holding in top 10
Funds holding in top 10: 34 → 35 (+1)
3% more funds holding
Funds holding: 1,832 → 1,880 (+48)
5% more repeat investments, than reductions
Existing positions increased: 714 | Existing positions reduced: 680
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$190M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$123M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$119M |
| 4 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$111M |
| 5 |
Neuberger Berman Group
New York
|
+$110M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Man Group
London,
United Kingdom
|
-$230M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$195M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$193M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$149M |
| 5 |
State Street
Boston,
Massachusetts
|
-$125M |
MDLZ Hedge Fund Activity: Q1 2023 in Review
1,880 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q1 2023, worth a combined $75.5B — up 6.6% from $70.8B a quarter earlier.
Buyers outnumbered sellers: 165 funds opened new MDLZ positions and 76 closed out — a net gain of 89 holders — while 714 added to existing stakes and 680 trimmed.
The largest buyer was VOYA Investment Management, adding an estimated $190M. The largest seller was Man Group, exiting entirely with an estimated $230M sold.
- 1,880 institutional investors held Mondelez International (MDLZ) as of Q1 2023, up from 1,832 in Q4 2022.
- Funds reported $75.5B of Mondelez International stock for Q1 2023, up 6.6% quarter-over-quarter.
- 165 funds opened new Mondelez International positions in Q1 2023 and 76 closed out, a net change of +89 holders.
- The largest Mondelez International buyer in Q1 2023 was VOYA Investment Management, an estimated $190M added.
- The largest Mondelez International seller in Q1 2023 was Man Group, an estimated $230M sold.
Based on aggregated 13F filings for Q1 2023.