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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 %
DPIM
826
Duff & Phelps Investment Management
Illinois
$851K +$12.8K +250 +2%
TYCC
827
Texas Yale Capital Corp
Florida
$850K – – –
BFA
828
Bragg Financial Advisors
North Carolina
$848K -$16.6K -325 -2%
AWM
829
Argent Wealth Management
Massachusetts
$842K +$309K +5,514 +58%
MWA
830
Meridian Wealth Advisors
Texas
$842K +$351K +6,855 +71%
BO
831
BRR OpCo
Ohio
$841K +$299K +5,855 +55%
FMWA
832
Forvis Mazars Wealth Advisors
Missouri
$840K +$33.5K +654 +4%
KIA
833
KCM Investment Advisors
California
$839K -$18.9K -369 -2%
DBRC
834
D.B. Root & Company
Pennsylvania
$839K -$8.53K -167 -1%
WPW
835
Waldron Private Wealth
Pennsylvania
$839K +$4.98K +97 +0.6%
WANY
836
Wealthspire Advisors (New York)
New York
$838K -$735K -14,379 -47%
FFC
837
First Financial Corp
Indiana
$836K -$153K -2,998 -15%
AIM
838
Aspen Investment Management
Michigan
$832K +$6.65K +130 +0.8%
WS
839
Wedbush Securities
California
$829K -$146K -2,852 -15%
PAM
840
Paradigm Asset Management
New York
$828K -$174K -3,400 -17%
KWM
841
Kingsview Wealth Management
Oregon
$828K +$178K +3,477 +27%
CA
842
Claar Advisors
New York
$828K +$828K +16,200 New
TW
843
TrinityPoint Wealth
Connecticut
$824K +$4.24K +83 +0.5%
IMRF
844
Illinois Municipal Retirement Fund
Illinois
$823K -$169K -3,298 -17%
EP
845
Eudaimonia Partners
Tennessee
$820K -$25.9K -507 -3%
DMK
846
David M. Knott
$813K – – –
NIC
847
Northwest Investment Counselors
Oregon
$811K – – –
VIA
848
Vident Investment Advisory
Georgia
$810K -$117K -2,281 -13%
AWA
849
Arete Wealth Advisors
Illinois
$810K -$42.9K -840 -5%
LS
850
Livforsakringsbolaget Skandia
Sweden
$806K – – –
32 33
34
35 36