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Mondelez International
MDLZ

Overview Fund Activity

1,661 hedge funds and large institutions have $66.8B invested in Mondelez International in 2021 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 605 increasing their positions, 616 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,661
Holders Change
+28
Holders Change %
+1.71%
% of All Funds
29%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.28%
New
142
Increased
605
Reduced
616
Closed
89
Calls
$298M
Puts
$299M
Net Calls
-$1.39M
Net Calls Change
+$110M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$687M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$189M
3
Holocene Advisors
Holocene Advisors
New York
+$127M
4
Parnassus Investments
Parnassus Investments
California
+$125M
5
Ameriprise
Ameriprise
Minnesota
+$89.2M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$653M
2
BlackRock
BlackRock
New York
-$239M
3
DZ Bank
DZ Bank
Germany
-$188M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$186M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
901
Orion Portfolio Solutions
Nebraska
$707K +$118K +1,894 +20%
JIC
902
Joel Isaacson & Co
New York
$698K – – –
MHS
903
M Holdings Securities
Oregon
$695K -$87.7K -1,403 -11%
FAIM
904
Financial Advocates Investment Management
Washington
$693K +$62K +1,003 +10%
TA
905
Tiedemann Advisors
New York
$690K -$110K -1,744 -14%
KFS
906
Kelly Financial Services
Massachusetts
$688K +$677K +42,251 +6,159%
CA
907
Cortland Associates
Missouri
$686K – – –
CFA
908
Carroll Financial Associates
North Carolina
$680K +$3K +48 +0.4%
MGIA
909
Moneta Group Investment Advisors
Missouri
$677K +$15.5K +249 +2%
SSWM
910
Smith Salley Wealth Management
North Carolina
$675K +$937 +15 +0.1%
MWA
911
Meridian Wealth Advisors
Texas
$675K +$88K +1,409 +15%
MW
912
Marcum Wealth
Ohio
$671K -$42.3K -678 -6%
Fisher Asset Management
913
Fisher Asset Management
Washington
$671K -$35.5K -568 -5%
MIA
914
MainStreet Investment Advisors
Illinois
$669K -$63.8K -1,022 -9%
LB
915
Leo Brokerage
Texas
$667K -$4.56K -73 -0.7%
CP
916
Castleview Partners
Texas
$667K +$667K +10,684 New
CWM
917
Cornerstone Wealth Management
Missouri
$666K -$39.1K -627 -6%
BONST
918
Bank of Nova Scotia Trust
Ontario, Canada
$666K +$9.55K +153 +1%
CAAS
919
Capital Asset Advisory Services
Michigan
$663K -$81.3K -1,295 -11%
FNBTCON
920
First National Bank & Trust Co of Newtown
Pennsylvania
$662K -$25.9K -415 -4%
CT
921
Coastline Trust
Rhode Island
$662K -$19.3K -310 -3%
MWM
922
Modera Wealth Management
New Jersey
$660K +$4.44K +71 +0.7%
AI
923
AXS Investments
New York
$658K +$118K +1,892 +22%
BSW
924
Buckingham Strategic Wealth
Missouri
$657K -$26.5K -424 -4%
TCM
925
Tuttle Capital Management
Connecticut
$655K +$655K +10,495 New
35 36
37
38 39