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Mondelez International
MDLZ

Overview Fund Activity

1,902 hedge funds and large institutions have $74.3B invested in Mondelez International in 2023 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 758 increasing their positions, 712 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,902
Holders Change
-22
Holders Change %
-1.14%
% of All Funds
30.33%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.45%
New
109
Increased
758
Reduced
712
Closed
105
Calls
$370M
Puts
$493M
Net Calls
-$122M
Net Calls Change
-$214M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$429M
2
Capital World Investors
Capital World Investors
California
+$337M
3
VAM
Vontobel Asset Management
New York
+$335M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$314M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$272M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$689M
2
DZ Bank
DZ Bank
Germany
-$319M
3
Goldman Sachs
Goldman Sachs
New York
-$167M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$155M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
551
Summit Global Investments
Utah
$3.6M -$62.2K -897 -2%
DAM
552
Deltec Asset Management
New York
$3.6M – – –
NW
553
NewEdge Wealth
Pennsylvania
$3.58M +$112K +1,613 +3%
SIM
554
Stratos Investment Management
Ohio
$3.56M +$138K +1,984 +4%
MIC
555
Means Investment Company
Maine
$3.55M -$170K -2,449 -5%
BWG
556
Beta Wealth Group
California
$3.55M -$19.4K -279 -0.5%
BAM
557
Boyar Asset Management
New York
$3.53M -$69.3K -998 -2%
LA
558
Legacy Advisors
Pennsylvania
$3.5M -$110K -1,582 -3%
OAM
559
Oppenheimer Asset Management
New York
$3.49M -$17.9K -258 -0.5%
UF
560
Univest Financial
Pennsylvania
$3.49M -$58.7K -846 -2%
BTI
561
Blue Trust Inc
Georgia
$3.48M +$1.55M +21,189 +80%
RPC
562
Rossmore Private Capital
Connecticut
$3.46M -$1.53K -22 -0%
KCM
563
Kornitzer Capital Management
Kansas
$3.46M +$63.2K +911 +2%
HBT
564
Hills Bank & Trust
Iowa
$3.45M +$72.5K +1,045 +2%
WPC
565
Waters Parkerson & Co
Louisiana
$3.44M +$961K +13,845 +39%
PA
566
Procyon Advisors
Connecticut
$3.44M +$1.36M +19,608 +65%
BFEC
567
Benjamin F. Edwards & Company
Missouri
$3.43M +$10.8K +155 +0.3%
SSWM
568
Smith Salley Wealth Management
North Carolina
$3.41M -$24.2K -348 -0.7%
ASN
569
Advisory Services Network
Georgia
$3.4M +$322K +4,634 +10%
LBC
570
Lowe Brockenbrough & Co
Virginia
$3.4M -$20.5K -294 -0.6%
CWM
571
Cedar Wealth Management
California
$3.39M – – –
PA
572
Perennial Advisors
New York
$3.39M +$61.9K +892 +2%
CCM
573
Consolidated Capital Management
California
$3.38M -$58.4K -842 -2%
CC
574
Courier Capital
New York
$3.36M -$219K -3,154 -6%
PAG
575
Private Advisory Group
Washington
$3.34M +$620K +8,935 +23%
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