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Mondelez International

1,831 hedge funds and large institutions have $70.8B invested in Mondelez International in 2022 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 668 increasing their positions, 649 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 221 | Existing positions closed: 89

113% more funds holding in top 10

Funds holding in top 10: 1634 (+18)

101% more call options, than puts

Call options by funds: $528M | Put options by funds: $263M

22% more capital invested

Capital invested by funds: $57.9B → $70.8B (+$12.9B)

6% more funds holding

Funds holding: 1,7321,831 (+99)

3% more repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 649

0.44% more ownership

Funds ownership: 77.1%77.54% (+0.44%)

Holders
1,831
Holders Change
+99
Holders Change %
+5.72%
% of All Funds
29.43%
Holding in Top 10
34
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+112.5%
% of All Funds
0.55%
New
221
Increased
668
Reduced
649
Closed
89
Calls
$528M
Puts
$263M
Net Calls
+$265M
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.17B +$71.5M +1,131,193 +0.9%
BlackRock
2
BlackRock
New York
$6.6B +$197M +3,120,755 +3%
State Street
3
State Street
Massachusetts
$4.09B +$20.8M +328,272 +0.5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.11B +$296M +4,685,244 +17%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.91B -$112M -1,765,977 -6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.86B +$23.6M +372,771 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.66B +$25.2M +399,152 +2%
Bank of America
8
Bank of America
North Carolina
$1.57B +$48.2M +761,935 +3%
Morgan Stanley
9
Morgan Stanley
New York
$1.52B +$295M +4,663,166 +26%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$1.5B -$220M -3,479,220 -13%
LT
11
Lindsell Train
United Kingdom
$1.33B -$53.9M -853,000 -4%
Capital World Investors
12
Capital World Investors
California
$1.27B +$28.8M +455,632 +2%
Northern Trust
13
Northern Trust
Illinois
$1.17B -$8.04M -127,172 -0.7%
Capital Research Global Investors
14
Capital Research Global Investors
California
$1.01B +$110M +1,745,409 +13%
Ameriprise
15
Ameriprise
Minnesota
$984M -$21.1M -334,220 -2%
Capital International Investors
16
Capital International Investors
California
$983M +$288K +4,555 +0%
Norges Bank
17
Norges Bank
Norway
$981M +$58.2M +921,116 +7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$838M +$13M +205,563 +2%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$779M +$28.4M +449,648 +4%
Parnassus Investments
20
Parnassus Investments
California
$764M -$233K -3,692 -0%
AWA
21
Arete Wealth Advisors
Illinois
$740M +$114K +1,802 +19%
Wells Fargo
22
Wells Fargo
California
$710M -$4.62M -73,055 -0.7%
Goldman Sachs
23
Goldman Sachs
New York
$679M +$1.78M +28,139 +0.3%
N
24
Nuveen
North Carolina
$660M -$50.5M -798,829 -7%
Legal & General Group
25
Legal & General Group
United Kingdom
$653M -$40M -632,681 -6%

MDLZ Hedge Fund Activity: Q4 2022 in Review

1,831 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q4 2022, worth a combined $70.8B — up 22% from $57.9B a quarter earlier.

Buyers outnumbered sellers: 221 funds opened new MDLZ positions and 89 closed out — a net gain of 132 holders — while 668 added to existing stakes and 649 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $296M. The largest seller was Wellington Management Group, cutting an estimated $220M.

  • 1,831 institutional investors held Mondelez International (MDLZ) as of Q4 2022, up from 1,732 in Q3 2022.
  • Funds reported $70.8B of Mondelez International stock for Q4 2022, up 22% quarter-over-quarter.
  • 221 funds opened new Mondelez International positions in Q4 2022 and 89 closed out, a net change of +132 holders.
  • The largest Mondelez International buyer in Q4 2022 was T. Rowe Price Associates, an estimated $296M added.
  • The largest Mondelez International seller in Q4 2022 was Wellington Management Group, an estimated $220M sold.

Based on aggregated 13F filings for Q4 2022.