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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 %
PMG
976
ProVise Management Group
Florida
$805K -$11.9K -171 -1%
SWIM
977
Smallwood Wealth Investment Management
New Jersey
$805K -$50.3K -722 -6%
WANY
978
Wealthspire Advisors (New York)
New York
$803K -$212K -3,037 -21%
BBA
979
BLB&B Advisors
Pennsylvania
$803K -$37.2K -533 -4%
AFG
980
AFS Financial Group
Maryland
$801K -$4.81K -69 -0.6%
AWA
981
Arete Wealth Advisors
Illinois
$796K +$21.5K +308 +3%
CIC
982
Carnegie Investment Counsel
Ohio
$795K -$906 -13 -0.1%
AWA
983
Aaron Wealth Advisors
Illinois
$795K +$2.51K +36 +0.3%
CCIA
984
Campbell & Co Investment Adviser
Maryland
$794K +$452K +6,482 +132%
EFMC
985
Empire Financial Management Company
New York
$793K +$793K +11,380 New
PMFA
986
Plante Moran Financial Advisors
Michigan
$790K -$14.6K -210 -2%
RCM
987
Raleigh Capital Management
North Carolina
$789K +$45.2K +648 +6%
SVWAG
988
Sound View Wealth Advisors Group
Georgia
$787K -$1.42M -20,405 -64%
LFAS
989
Level Four Advisory Services
Texas
$786K -$57.9K -830 -7%
YDMI
990
Y.D. More Investments
Israel
$781K +$257K +3,691 +49%
AAMC
991
Asset Allocation & Management Company
Illinois
$778K – – –
VCM
992
Virtue Capital Management
Tennessee
$778K +$38.3K +530 +5%
LFM
993
LGT Fund Management
Liechtenstein
$777K – – –
LC
994
LCNB Corp
Ohio
$775K +$14K +201 +2%
PGAM
995
Princeton Global Asset Management
New Jersey
$772K – – –
MIA
996
MainStreet Investment Advisors
Illinois
$770K -$100K -1,439 -12%
RCAG
997
Rehmann Capital Advisory Group
Michigan
$765K +$3.84K +55 +0.5%
1IA
998
1620 Investment Advisors
Massachusetts
$762K +$10.7K +154 +1%
HWAM
999
Hennion & Walsh Asset Management
New Jersey
$761K -$32K -459 -4%
NHT
1000
New Hampshire Trust
New Hampshire
$760K -$95.5K -1,370 -11%
38 39
40
41 42