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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 %
AAM
651
Auxier Asset Management
Oregon
$2.52M -$47.1K -678 -2%
WCM
652
Wallace Capital Management
Texas
$2.52M +$694 +10 +0%
BFS
653
Bard Financial Services
Connecticut
$2.5M +$34.7K +500 +1%
ZIG
654
Zurich Insurance Group
Switzerland
$2.49M +$557K +8,032 +29%
TTWM
655
TCV Trust & Wealth Management
Virginia
$2.47M -$63.8K -919 -3%
NSEDCP
656
NJ State Employees Deferred Compensation Plan
New Jersey
$2.46M – – –
VAS
657
Vestmark Advisory Solutions
Massachusetts
$2.45M -$4.14M -59,633 -63%
BFO
658
Boston Family Office
Massachusetts
$2.44M -$9.02K -130 -0.4%
FTDI
659
First Trust Direct Indexing
Massachusetts
$2.44M -$104K -1,502 -4%
WF
660
Welch & Forbes
Massachusetts
$2.43M -$82.8K -1,193 -3%
HWA
661
Heritage Wealth Advisors
Virginia
$2.43M – – –
CNBTD
662
Citizens National Bank Trust Department
Mississippi
$2.39M -$24.3K -350 -1%
ISB
663
Iowa State Bank
Iowa
$2.37M -$43.7K -630 -2%
EWM
664
Evercore Wealth Management
New York
$2.36M +$109K +1,569 +5%
VFA
665
Valeo Financial Advisors
Indiana
$2.35M -$1.32K -19 -0.1%
NAMP
666
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.35M +$25.5K +367 +1%
HIC
667
Harvey Investment Company
Kentucky
$2.34M -$156K -2,250 -6%
MYLI
668
Meiji Yasuda Life Insurance
Japan
$2.33M +$918K +13,232 +65%
MLM
669
Mount Lucas Management
Pennsylvania
$2.32M -$24.3K -350 -1%
CIP
670
Chartwell Investment Partners
Pennsylvania
$2.32M -$68.9K -992 -3%
S
671
SignatureFD
Georgia
$2.31M +$78.4K +1,130 +4%
SC
672
Schulhoff & Co
Ohio
$2.31M -$174K -2,508 -7%
CA
673
Commerzbank Aktiengesellschaft
Germany
$2.3M +$1.71M +24,706 +292%
SI
674
Stephens Inc
Arkansas
$2.26M -$43.6K -628 -2%
WS
675
Wedbush Securities
California
$2.26M +$66.4K +956 +3%
25 26
27
28 29