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Mondelez International
MDLZ

Overview Fund Activity

1,522 hedge funds and large institutions have $55.1B invested in Mondelez International in 2020 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 565 increasing their positions, 634 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
-51
Holders Change %
-3.24%
% of All Funds
33.62%
Holding in Top 10
34
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+41.67%
% of All Funds
0.75%
New
111
Increased
565
Reduced
634
Closed
145
Calls
$318M
Puts
$324M
Net Calls
-$6.38M
Net Calls Change
+$188M

Top Buyers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$233M
2
UBS AM
UBS AM
Illinois
+$194M
3
Capital International Investors
Capital International Investors
California
+$125M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$114M
5
BlackRock
BlackRock
New York
+$102M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$333M
2
SGA
Sustainable Growth Advisers
Connecticut
-$327M
3
Boston Partners
Boston Partners
Massachusetts
-$234M
4
LT
Lindsell Train
United Kingdom
-$160M
5
Invesco
Invesco
Georgia
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
826
Kovitz Investment Group Partners
Illinois
$816K +$99.4K +1,983 +14%
RIM
827
Regent Investment Management
Kentucky
$810K -$36.3K -726 -4%
AIM
828
Aspen Investment Management
Michigan
$808K -$124K -2,469 -13%
KTA
829
Keeley-Teton Advisors
Illinois
$808K – – –
LWAC
830
Laurel Wealth Advisors (California)
California
$806K -$19.8K -395 -2%
TW
831
TrinityPoint Wealth
Connecticut
$803K -$1.16M -23,239 -59%
TA
832
Tiedemann Advisors
New York
$802K +$120K +2,392 +18%
AMCA
833
Arthur M. Cohen & Associates
Illinois
$798K – – –
WKWM
834
Walter & Keenan Wealth Management
Indiana
$798K +$548K +11,212 +219%
WIC
835
Woodmont Investment Counsel
Tennessee
$797K +$4.21K +84 +0.5%
DMK
836
David M. Knott
$796K – – –
NIC
837
Northwest Investment Counselors
Oregon
$794K -$32.5K -650 -4%
Walleye Trading
838
Walleye Trading
New York
$794K +$794K +15,846 New
FMWA
839
Forvis Mazars Wealth Advisors
Missouri
$790K +$26.9K +537 +4%
LS
840
Livforsakringsbolaget Skandia
Sweden
$790K +$240K +4,800 +44%
IIC
841
Ironwood Investment Counsel
Arizona
$785K -$151K -3,021 -16%
AssetMark Inc
842
AssetMark Inc
California
$778K +$744K +14,854 +2,184%
SWM
843
SVA Wealth Management
Wisconsin
$770K -$57.6K -1,150 -7%
OMC
844
Overbrook Management Corp
New York
$768K – – –
BWAM
845
Boyd Watterson Asset Management
Ohio
$765K -$185K -3,695 -19%
BCM
846
Boltwood Capital Management
California
$765K +$2.51K +50 +0.3%
PTC
847
Philadelphia Trust Company
Pennsylvania
$764K -$241K -4,820 -24%
CT
848
Chicago Trust
Illinois
$763K +$7.82K +156 +1%
CAM
849
Columbia Asset Management
Michigan
$762K +$11K +220 +1%
S
850
SimplyRich
California
$759K -$18.1K -354 -2%
32 33
34
35 36