MDLZ icon

Mondelez International
MDLZ

Overview Fund Activity

1,764 hedge funds and large institutions have $65.3B invested in Mondelez International in 2022 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 707 increasing their positions, 644 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,764
Holders Change
-34
Holders Change %
-1.89%
% of All Funds
29.83%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.36%
New
100
Increased
707
Reduced
644
Closed
109
Calls
$302M
Puts
$298M
Net Calls
+$4.33M
Net Calls Change
-$23.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$347M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$337M
3
Lazard Asset Management
Lazard Asset Management
New York
+$163M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$153M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$144M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$910M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$224M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$220M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$209M
5
LT
Lindsell Train
United Kingdom
-$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
976
Princeton Global Asset Management
New Jersey
$688K -$1.47M -23,739 -68%
CFG
977
Citizens Financial Group
Rhode Island
$688K -$142K -2,281 -17%
AAM
978
AMI Asset Management
California
$687K -$50.9K -820 -7%
BWP
979
BSW Wealth Partners
Colorado
$687K +$11.6K +187 +2%
CA
980
Cortland Associates
Missouri
$683K – – –
OWP
981
Obermeyer Wealth Partners
Colorado
$679K +$7.58K +122 +1%
GW
982
GW & Wade
Massachusetts
$677K +$13.8K +223 +2%
IWC
983
Integrated Wealth Concepts
Massachusetts
$676K +$43.6K +702 +7%
RWM
984
Ritholtz Wealth Management
New York
$676K +$144K +2,314 +27%
RCAG
985
Rehmann Capital Advisory Group
Michigan
$675K -$70.1K -1,129 -9%
HDIM
986
Hanson & Doremus Investment Management
Vermont
$674K -$47.7K -769 -7%
TCOT
987
Trust Company of Toledo
Ohio
$674K +$17.1K +275 +3%
WP
988
WealthSource Partners
California
$673K -$55.8K -900 -8%
BSW
989
Buckingham Strategic Wealth
Missouri
$672K -$26.6K -428 -4%
WIA
990
Westbourne Investment Advisors
Maryland
$666K – – –
WWM
991
Western Wealth Management
Colorado
$666K +$14K +225 +2%
CWS
992
Confluence Wealth Services
Pennsylvania
$666K +$180K +2,800 +37%
PWPS
993
Pinnacle Wealth Planning Services
Ohio
$663K +$88.8K +1,429 +15%
MMG
994
Monetary Management Group
Missouri
$662K – – –
OFS
995
Oldfather Financial Services
Nebraska
$661K – – –
SFA
996
Sequoia Financial Advisors
Ohio
$661K +$146K +2,351 +28%
SWA
997
Stratos Wealth Advisors
Ohio
$660K +$27.2K +438 +4%
BONST
998
Bank of Nova Scotia Trust
Ontario, Canada
$658K -$10.9K -176 -2%
CBB
999
Citizens Business Bank
California
$656K +$5.65K +91 +0.9%
MWM
1000
Modera Wealth Management
New Jersey
$654K +$20.2K +325 +3%
38 39
40
41 42