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Mondelez International
MDLZ

Overview Fund Activity

1,871 hedge funds and large institutions have $75.3B invested in Mondelez International in 2023 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 714 increasing their positions, 676 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,871
Holders Change
+47
Holders Change %
+2.58%
% of All Funds
29.95%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.56%
New
164
Increased
714
Reduced
676
Closed
76
Calls
$380M
Puts
$239M
Net Calls
+$142M
Net Calls Change
-$123M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$200M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$129M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$125M
4
BAM
Burgundy Asset Management
Ontario, Canada
+$117M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$116M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$904M
2
Man Group
Man Group
United Kingdom
-$231M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$205M
4
Capital World Investors
Capital World Investors
California
-$203M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCP
551
Stamos Capital Partners
California
$3.21M +$400K +5,740 +14%
BSA
552
Bull Street Advisors
Georgia
$3.21M – – –
MYAM
553
Meiji Yasuda Asset Management
Japan
$3.2M -$1.35M -19,334 -30%
SFA
554
Souders Financial Advisors
Ohio
$3.2M +$45.9K +658 +1%
CCM
555
Cinctive Capital Management
New York
$3.2M -$4.61M -66,086 -59%
UCMOK
556
United Capital Management of KS
Kansas
$3.2M -$17.6K -252 -0.5%
AAM
557
AR Asset Management
California
$3.17M – – –
FNBT
558
FineMark National Bank & Trust
Florida
$3.14M +$44.7K +641 +1%
PCTC
559
Perkins Coie Trust Company
Washington
$3.13M +$71.3K +1,023 +2%
CA
560
Cullinan Associates
Kentucky
$3.13M +$264K +3,788 +9%
OPCM
561
Osborne Partners Capital Management
California
$3.12M – – –
Lido Advisors
562
Lido Advisors
California
$3.11M +$91K +1,305 +3%
AAS
563
Avantax Advisory Services
Texas
$3.11M +$206K +2,954 +7%
AG
564
AIA Group
Hong Kong
$3.06M +$321K +4,606 +12%
TCM
565
Twin Capital Management
Pennsylvania
$3.05M -$417K -5,980 -12%
V
566
Veritable
Delaware
$3.05M +$2.09K +30 +0.1%
BL
567
Balentine LLC
Georgia
$3.04M -$111K -1,596 -4%
YIA
568
YHB Investment Advisors
Connecticut
$3.04M +$38.3K +549 +1%
TPCM
569
Templeton & Phillips Capital Management
Tennessee
$3M -$74K -1,061 -2%
FNT
570
First National Trust
Pennsylvania
$3M +$142K +2,033 +5%
JIC
571
Johnson Investment Counsel
Ohio
$2.99M +$91.8K +1,316 +3%
NMIMC
572
Northwestern Mutual Investment Management Company
Wisconsin
$2.99M +$3.7K +53 +0.1%
MSFP
573
Mark Sheptoff Financial Planning
Connecticut
$2.98M +$70 +1 +0%
KGC
574
Kennon-Green & Company
Ohio
$2.98M -$10.3K -148 -0.3%
HIC
575
Harvey Investment Company
Kentucky
$2.98M – – –
21 22
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