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Mondelez International
MDLZ

Overview Fund Activity

1,545 hedge funds and large institutions have $56B invested in Mondelez International in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 593 increasing their positions, 586 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,545
Holders Change
+23
Holders Change %
+1.51%
% of All Funds
31.76%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.6%
New
125
Increased
593
Reduced
586
Closed
88
Calls
$318M
Puts
$305M
Net Calls
+$12.9M
Net Calls Change
+$19.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$255M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$151M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$146M
4
Capital World Investors
Capital World Investors
California
+$144M
5
LT
Lindsell Train
United Kingdom
+$132M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$195M
2
Invesco
Invesco
Georgia
-$152M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$142M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$137M
5
Ameriprise
Ameriprise
Minnesota
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
801
Waters Parkerson & Co
Louisiana
$929K +$15.3K +300 +2%
VFA
802
Valeo Financial Advisors
Indiana
$928K +$46.1K +902 +5%
HFA
803
HC Financial Advisors
California
$927K +$175K +3,422 +23%
IA
804
IFP Advisors
Florida
$925K -$289K -5,715 -24%
GCM
805
Gables Capital Management
Florida
$915K -$53.7K -1,050 -6%
RCM
806
Radnor Capital Management
Pennsylvania
$915K +$31.5K +617 +4%
BWAM
807
Boyd Watterson Asset Management
Ohio
$912K +$131K +2,568 +17%
BRWM
808
B. Riley Wealth Management
Tennessee
$901K -$76.9K -1,504 -8%
BST
809
Bath Savings Trust
Maine
$900K -$10.2K -200 -1%
HCMNY
810
Howard Capital Management (New York)
New York
$899K – – –
LWCFA
811
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$896K – – –
FQ
812
First Quadrant
California
$894K +$822K +16,077 +1,148%
BMC
813
Beaton Management Company
Massachusetts
$890K – – –
CIA
814
Capital Investment Advisors
Georgia
$890K +$27K +527 +3%
CT
815
Chicago Trust
Illinois
$882K +$104K +2,025 +13%
OCG
816
Opus Capital Group
Ohio
$880K -$10.2K -200 -1%
GWM
817
Geneos Wealth Management
Colorado
$877K -$21.6K -431 -2%
WP
818
WMS Partners
Maryland
$877K +$41K +801 +5%
NB
819
Nicolet Bankshares
Wisconsin
$876K +$28.6K +560 +3%
NWM
820
Nicola Wealth Management
British Columbia, Canada
$869K – – –
IIC
821
Ironwood Investment Counsel
Arizona
$868K +$66.5K +1,301 +8%
GWCM
822
Godshalk Welsh Capital Management
Pennsylvania
$860K -$33.2K -650 -4%
PFS
823
Prospera Financial Services
Texas
$859K +$24K +470 +3%
PA
824
Probity Advisors
Texas
$852K -$24.2K -474 -3%
SA
825
Strategic Advisors
New York
$852K +$94.6K +1,735 +12%
31 32
33
34 35