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Mondelez International
MDLZ

Overview Fund Activity

1,976 hedge funds and large institutions have $74.6B invested in Mondelez International in 2024 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 737 increasing their positions, 777 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
-11
Holders Change %
-0.55%
% of All Funds
28.64%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.22%
New
137
Increased
737
Reduced
777
Closed
116
Calls
$314M
Puts
$429M
Net Calls
-$115M
Net Calls Change
-$24.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.17B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$595M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$469M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$252M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$154M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.53B
2
Capital World Investors
Capital World Investors
California
-$678M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$479M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$338M
5
Capital International Investors
Capital International Investors
California
-$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
ESB
976
Essex Savings Bank
Connecticut
$924K – – –
IAN
977
Integrated Advisors Network
Texas
$922K -$57.3K -819 -6%
GM
978
GeoWealth Management
Illinois
$912K +$252K +3,603 +38%
DLA
979
Douglas Lane & Associates
New York
$912K +$73.2K +1,045 +9%
DWA
980
Douglass Winthrop Advisors
New York
$910K +$72.5K +1,036 +9%
SACTSONJ
981
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$910K – – –
MFG
982
MidWestOne Financial Group
Iowa
$907K -$577K -8,249 -39%
TFA
983
Transamerica Financial Advisors
Florida
$903K -$97.3K -1,390 -10%
PA
984
Planning Alternatives
Michigan
$900K – – –
FFA
985
Farther Finance Advisors
California
$896K +$217K +3,116 +32%
PCM
986
Pointe Capital Management
Michigan
$894K +$152K +2,166 +20%
BIM
987
Bridges Investment Management
Nebraska
$892K – – –
BCM
988
Boltwood Capital Management
California
$883K -$16.1K -230 -2%
FFC
989
First Financial Corp
Indiana
$881K -$62.2K -888 -7%
CCB
990
Country Club Bank
Missouri
$879K +$5.6K +80 +0.6%
GIM
991
Guardian Investment Management
California
$879K +$791K +11,295 +900%
HI
992
Hendershot Investments
Virginia
$876K -$8.4K -120 -0.9%
RFM
993
Royal Fund Management
Florida
$876K +$876K +12,515 New
PNAA
994
Pictet North America Advisors
Switzerland
$875K +$875K +12,500 New
AAM
995
AMI Asset Management
California
$869K -$31.2K -446 -3%
FFM
996
Forum Financial Management
Illinois
$867K -$23.9K -342 -3%
LB
997
Legacy Bridge
Iowa
$867K – – –
SC
998
Searle & Co
Connecticut
$862K +$10.6K +152 +1%
JF
999
JSF Financial
California
$861K +$625K +8,936 +266%
AAS
1000
Annex Advisory Services
Wisconsin
$855K -$28.1K -402 -3%
38 39
40
41 42