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Mondelez International
MDLZ

Overview Fund Activity

1,095 hedge funds and large institutions have $49.3B invested in Mondelez International in 2014 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 359 increasing their positions, 470 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,095
Holders Change
+15
Holders Change %
+1.39%
% of All Funds
31.49%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.75%
New
83
Increased
359
Reduced
470
Closed
61
Calls
$185M
Puts
$120M
Net Calls
+$65.4M
Net Calls Change
-$101M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$531M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$203M
3
SC
Sculptor Capital
New York
+$171M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$145M
5
Aristotle Capital Management
Aristotle Capital Management
California
+$135M

Top Sellers

1
Invesco
Invesco
Georgia
-$471M
2
State Street
State Street
Massachusetts
-$209M
3
IFP
Independent Franchise Partners
United Kingdom
-$139M
4
Two Sigma Investments
Two Sigma Investments
New York
-$97.9M
5
SAM
Southeastern Asset Management
Tennessee
-$91M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
751
Columbia Capital
California
$563K +$2.24K +208 +0.4%
CIA
752
Choate Investment Advisors
Massachusetts
$561K +$86.8K +2,308 +18%
FHC
753
First Heartland Consultants
Missouri
$552K +$43.1K +1,146 +8%
DAM
754
Delta Asset Management
Tennessee
$550K – – –
FMWA
755
Forvis Mazars Wealth Advisors
Missouri
$543K -$102K -2,707 -16%
KCM
756
Kanawha Capital Management
Virginia
$543K +$11.3K +300 +2%
KFA
757
Kelleher Financial Advisors
New York
$542K – – –
Envestnet Asset Management
758
Envestnet Asset Management
Illinois
$541K -$128K -3,415 -19%
HR
759
Howe & Rusling
New York
$539K -$52.4K -1,394 -9%
BHBT
760
Burke & Herbert Bank & Trust
Virginia
$537K – – –
BIC
761
Beach Investment Counsel
Pennsylvania
$530K +$22.6K +600 +4%
SWM
762
SVA Wealth Management
Wisconsin
$527K -$37.5K -997 -7%
AFG
763
Albion Financial Group
Utah
$524K – – –
BOH
764
Bank of Hawaii
Hawaii
$519K – – –
FMLI
765
Fukoku Mutual Life Insurance
Japan
$515K -$15.1K -400 -3%
WA
766
WFG Advisors
Texas
$514K +$376 +10 +0.1%
VNB
767
Valley National Bancorp
New York
$514K +$164K +4,355 +47%
WTIM
768
Wilmington Trust Investment Management
Delaware
$513K -$124K -3,300 -19%
HB
769
Homrich & Berg
Georgia
$505K -$73.9K -1,966 -13%
TBA
770
Tower Bridge Advisors
Pennsylvania
$504K -$22.6K -600 -4%
MDSL
771
M.D. Sass LLC
New York
$501K +$245K +6,505 +95%
BFEC
772
Benjamin F. Edwards & Company
Missouri
$496K -$15.9K -423 -3%
ASN
773
Advisory Services Network
Georgia
$494K -$7.51K -200 -1%
BCM
774
Bourgeon Capital Management
Connecticut
$489K +$489K +13,000 New
RT
775
Reliance Trust
Georgia
$488K -$99.7K -2,651 -17%
29 30
31
32 33