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Mondelez International
MDLZ

Overview Fund Activity

1,545 hedge funds and large institutions have $56B invested in Mondelez International in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 593 increasing their positions, 586 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,545
Holders Change
+23
Holders Change %
+1.51%
% of All Funds
31.76%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.6%
New
125
Increased
593
Reduced
586
Closed
88
Calls
$318M
Puts
$305M
Net Calls
+$12.9M
Net Calls Change
+$19.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$255M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$151M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$146M
4
Capital World Investors
Capital World Investors
California
+$144M
5
LT
Lindsell Train
United Kingdom
+$132M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$195M
2
Invesco
Invesco
Georgia
-$152M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$142M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$137M
5
Ameriprise
Ameriprise
Minnesota
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
1001
First Hawaiian Bank
Hawaii
$489K +$201K +3,923 +70%
EWA
1002
EP Wealth Advisors
California
$487K -$136K -2,667 -22%
WAP
1003
Wealthcare Advisory Partners
Pennsylvania
$485K -$6.8K -133 -1%
WG
1004
Welch Group
Alabama
$485K +$34.3K +672 +8%
GL
1005
Graypoint LLC
New York
$483K +$55.8K +1,091 +13%
MWM
1006
Modera Wealth Management
New Jersey
$482K +$37.6K +734 +8%
CT
1007
Coastline Trust
Rhode Island
$479K – – –
LFAS
1008
Level Four Advisory Services
Texas
$478K +$158K +3,097 +50%
RCIM
1009
Red Cedar Investment Management
Michigan
$476K +$476K +9,308 New
SCA
1010
Snowden Capital Advisors
New York
$470K -$3.48K -68 -0.7%
ZF
1011
Zhang Financial
Michigan
$468K – – –
CAAS
1012
Capital Asset Advisory Services
Michigan
$468K +$47.2K +856 +11%
MMPW
1013
Mitchell McLeod Pugh & Williams
Alabama
$468K +$256K +5,002 +121%
WAAG
1014
Wealth Alliance Advisory Group
Kansas
$467K +$13K +255 +3%
RIL
1015
Rothschild Investment LLC
Illinois
$465K +$2.3K +45 +0.5%
CAW
1016
Cornerstone Advisors (Washington)
Washington
$464K -$3.43K -67 -0.7%
CIA
1017
Choate Investment Advisors
Massachusetts
$463K – – –
AO
1018
Advisor OS
Illinois
$461K +$461K +9,015 New
BBA
1019
Braun-Bostich & Associates
Pennsylvania
$460K – – –
VFP
1020
Verus Financial Partners
Virginia
$458K – – –
QCG
1021
Quadrant Capital Group
Ohio
$457K -$64.4K -1,260 -12%
SVWAG
1022
Sound View Wealth Advisors Group
Georgia
$457K +$23.3K +455 +5%
TA
1023
TFG Advisers
Michigan
$456K +$919 +18 +0.2%
SMFG
1024
Sumitomo Mitsui Financial Group
Japan
$456K +$178K +3,472 +64%
BSW
1025
Buckingham Strategic Wealth
Missouri
$454K -$217K -4,238 -32%
39 40
41
42 43