Mondelez International
MDLZ
1,878 hedge funds and large institutions have $74.9B invested in Mondelez International in 2023 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 712 increasing their positions, 679 reducing their positions, and 76 closing their positions.
118% more first-time investments, than exits
New positions opened: 166 | Existing positions closed: 76
58% more call options, than puts
Call options by funds: $380M | Put options by funds: $240M
7% more capital invested
Capital invested by funds: $70.1B → $74.9B (+$4.81B)
3% more funds holding
Funds holding: 1,830 → 1,878 (+48)
5% more repeat investments, than reductions
Existing positions increased: 712 | Existing positions reduced: 679
0.99% more ownership
Funds ownership: 76.96% → 77.95% (+0.99%)
0% more funds holding in top 10
Funds holding in top 10: 34 → 34 (0)
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
1,878 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q1 2023, worth a combined $74.9B — up 6.9% from $70.1B a quarter earlier.
Buyers outnumbered sellers: 166 funds opened new MDLZ positions and 76 closed out — a net gain of 90 holders — while 712 added to existing stakes and 679 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.
- 1,878 institutional investors held Mondelez International (MDLZ) as of Q1 2023, up from 1,830 in Q4 2022.
- Funds reported $74.9B of Mondelez International stock for Q1 2023, up 6.9% quarter-over-quarter.
- 166 funds opened new Mondelez International positions in Q1 2023 and 76 closed out, a net change of +90 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.