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Mondelez International
MDLZ

Overview Fund Activity

1,871 hedge funds and large institutions have $75.3B invested in Mondelez International in 2023 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 714 increasing their positions, 676 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,871
Holders Change
+47
Holders Change %
+2.58%
% of All Funds
29.95%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.56%
New
164
Increased
714
Reduced
676
Closed
76
Calls
$380M
Puts
$239M
Net Calls
+$142M
Net Calls Change
-$123M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$200M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$129M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$125M
4
BAM
Burgundy Asset Management
Ontario, Canada
+$117M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$116M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$904M
2
Man Group
Man Group
United Kingdom
-$231M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$205M
4
Capital World Investors
Capital World Investors
California
-$203M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
901
Belpointe Asset Management
Nevada
$963K +$49.2K +720 +5%
MRCM
902
M&R Capital Management
New Jersey
$962K +$10.6K +152 +1%
BCM
903
Boltwood Capital Management
California
$957K -$1.39K -20 -0.1%
GIA
904
Gladstone Institutional Advisory
Florida
$956K +$5.16K +74 +0.5%
PL
905
Perpetual Ltd
Australia
$954K +$954K +13,687 New
MOS
906
MGO One Seven
Ohio
$952K +$99.5K +1,427 +12%
JFGIW
907
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$951K -$983K -14,093 -51%
PTC
908
Private Trust Company
Ohio
$950K -$31.2K -448 -3%
WG
909
Welch Group
Alabama
$947K +$70 +1 +0%
EIP
910
Epoch Investment Partners
New York
$946K +$15K +215 +2%
KFI
911
Key Financial Inc
Pennsylvania
$942K +$349 +5 +0%
NDSI
912
Newman Dignan & Sheerar Inc
Rhode Island
$938K – – –
CL
913
Choreo LLC
Illinois
$937K +$319K +4,575 +52%
LB
914
Legacy Bridge
Iowa
$929K – – –
AAM
915
AMI Asset Management
California
$929K +$12.7K +182 +1%
GC
916
Gilbert & Cook
Iowa
$929K +$306K +4,395 +49%
PAG
917
Private Advisory Group
Washington
$920K -$14.8K -212 -2%
PPC
918
Park Place Capital
Alabama
$919K +$137K +1,959 +17%
CWM
919
C2C Wealth Management
Arizona
$910K -$1.47K -21 -0.2%
ESB
920
Essex Savings Bank
Connecticut
$909K -$209 -3 -0%
SACTSONJ
921
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$906K – – –
CA
922
Claro Advisors
Massachusetts
$901K +$593K +8,512 +193%
FBFS
923
First Business Financial Services
Wisconsin
$900K – – –
XF
924
XML Financial
Maryland
$900K +$42.8K +614 +5%
PWM
925
Perigon Wealth Management
California
$899K +$86.8K +1,245 +11%
35 36
37
38 39