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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 %
BHBT
901
Burke & Herbert Bank & Trust
Virginia
$651K +$26.5K +519 +4%
APP
902
Avantax Planning Partners
Iowa
$651K +$132K +2,583 +25%
CAM
903
Cozad Asset Management
Illinois
$650K +$92K +1,800 +16%
CIM
904
CIM Investment Management
Pennsylvania
$647K – – –
B
905
Barings
North Carolina
$643K – – –
BTW
906
Boston Trust Walden
Massachusetts
$643K – – –
MSS
907
Mitchell Sinkler & Starr
Pennsylvania
$641K – – –
WP
908
WealthSource Partners
California
$639K +$129K +2,525 +25%
DBT
909
Dubuque Bank & Trust
Iowa
$638K -$11.3K -221 -2%
FMB
910
Field & Main Bank
Kentucky
$638K +$638K +12,475 New
ESB
911
Essex Savings Bank
Connecticut
$636K +$1.94K +38 +0.3%
UR
912
USCA RIA
Texas
$633K -$30.1K -589 -5%
WCM
913
Whitener Capital Management
North Carolina
$632K +$10.2K +200 +2%
MAM
914
Madison Asset Management
Wisconsin
$628K -$10.2M -198,986 -94%
CCA
915
Checchi Capital Advisers
California
$628K -$17.5K -343 -3%
WJWM
916
Williams Jones Wealth Management
New York
$627K -$21.8K -427 -3%
DAS
917
Dynamic Advisor Solutions
Arizona
$624K +$4.14K +81 +0.7%
YWP
918
YorkBridge Wealth Partners
New York
$621K +$14.5K +283 +2%
RCAG
919
Rehmann Capital Advisory Group
Michigan
$619K +$22K +430 +4%
WIP
920
Wellesley Investment Partners
Massachusetts
$617K -$132K -2,592 -18%
CGL
921
Clarius Group LLC
Washington
$617K +$62K +1,212 +11%
SBWM
922
Sunflower Bank Wealth Management
Arizona
$615K – – –
SKK
923
Shepherd Kaplan Krochuk
Massachusetts
$614K – – –
WF
924
Welch & Forbes
Massachusetts
$613K +$512 +10 +0.1%
VAS
925
Valicenti Advisory Services
New York
$612K -$12.5K -245 -2%
35 36
37
38 39