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Mondelez International
MDLZ

Overview Fund Activity

1,071 hedge funds and large institutions have $47.4B invested in Mondelez International in 2013 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 306 increasing their positions, 489 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
+54
Holders Change %
+5.31%
% of All Funds
31.11%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.87%
New
132
Increased
306
Reduced
489
Closed
68
Calls
$393M
Puts
$334M
Net Calls
+$59.2M
Net Calls Change
+$72.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$535M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$182M
3
JP
Jana Partners
New York
+$164M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$147M
5
CS
Credit Suisse
Switzerland
+$135M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$161M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$94M
3
SC
Sculptor Capital
New York
-$81.8M
4
ESG
Emerging Sovereign Group
New York
-$72M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$70.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFSC
701
Peoples Financial Services Corp
Pennsylvania
$697K +$697K +19,744 New
HWA
702
Heritage Wealth Advisors
Virginia
$697K +$697K +19,782 New
SIG
703
Schooner Investment Group
Pennsylvania
$696K -$1.04M -30,000 -60%
FMWA
704
Forvis Mazars Wealth Advisors
Missouri
$685K +$14.2K +402 +2%
G
705
GlobalBridge
Minnesota
$684K -$72K -2,038 -10%
BHWM
706
Bar Harbor Wealth Management
New Hampshire
$684K -$17.3K -489 -2%
HCMNY
707
Howard Capital Management (New York)
New York
$681K +$35.3K +1,000 +5%
LNWWM
708
Laird Norton Wetherby Wealth Management
California
$677K -$23.4K -664 -3%
RC
709
Roundview Capital
New Jersey
$667K -$11.5K -325 -2%
ACP
710
Ashfield Capital Partners
California
$659K -$104K -2,953 -14%
LW
711
Linscomb Wealth
Texas
$655K -$2.47K -70 -0.4%
MFS
712
MSI Financial Services
Massachusetts
$655K +$34.1K +966 +5%
EFS
713
Essex Financial Services
Connecticut
$643K -$11K -313 -2%
Envestnet Asset Management
714
Envestnet Asset Management
Illinois
$642K +$19K +540 +3%
TYCC
715
Texas Yale Capital Corp
Florida
$639K – – –
ANB
716
Amarillo National Bank
Texas
$635K -$282K -7,994 -31%
HPBT
717
High Point Bank & Trust
North Carolina
$634K +$24.4K +692 +4%
DADC
718
D.A. Davidson & Co
Montana
$627K +$65.5K +1,862 +12%
SCP
719
Seizert Capital Partners
Michigan
$621K – – –
GIM
720
Greylin Investment Management
Virginia
$615K +$615K +17,412 New
BFA
721
Bragg Financial Advisors
North Carolina
$607K – – –
PAG
722
Private Advisor Group
New Jersey
$607K +$607K +17,211 New
DWA
723
Douglass Winthrop Advisors
New York
$606K -$11.2K -316 -2%
RNS
724
Robert N. Shapiro
$603K -$72.6K -2,055 -11%
HB
725
Homrich & Berg
Georgia
$600K -$5.29K -150 -0.9%
27 28
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30 31