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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 %
MWA
1001
Meridian Wealth Advisors
Texas
$758K -$38.8K -557 -5%
BOH
1002
Bank of Hawaii
Hawaii
$757K -$1.39K -20 -0.2%
HCA
1003
Harbour Capital Advisors
Virginia
$749K -$26.8K -385 -3%
WIA
1004
Westbourne Investment Advisors
Maryland
$748K – – –
CWM
1005
Cornerstone Wealth Management
Missouri
$748K +$748K +10,724 New
OIA
1006
OneDigital Investment Advisors
Kansas
$746K -$372K -5,331 -33%
MMG
1007
Monetary Management Group
Missouri
$744K – – –
RAG
1008
RIA Advisory Group
Iowa
$743K +$86.3K +1,235 +13%
AOI
1009
Auto-Owners Insurance
Michigan
$739K – – –
EWM
1010
Empirical Wealth Management
Washington
$737K -$51.3K -736 -7%
WCM
1011
Whitener Capital Management
North Carolina
$733K -$4.67K -67 -0.6%
FCP
1012
Fidelis Capital Partners
Florida
$732K +$467K +6,018 +176%
PWPS
1013
Pinnacle Wealth Planning Services
Ohio
$730K +$8.09K +116 +1%
BSW
1014
Buckingham Strategic Wealth
Missouri
$729K – – –
OCG
1015
Opus Capital Group
Ohio
$724K -$11.4K -164 -2%
SWMP
1016
Signature Wealth Management Partners
New Jersey
$721K +$23.8K +341 +3%
ONST
1017
Old North State Trust
North Carolina
$719K -$140 -2 -0%
CWM
1018
Chesapeake Wealth Management
Virginia
$715K -$115K -1,655 -14%
MWM
1019
Modera Wealth Management
New Jersey
$715K -$2.3K -33 -0.3%
SWA
1020
Stratos Wealth Advisors
Ohio
$714K -$32.8K -471 -4%
PWM
1021
PBMares Wealth Management
Virginia
$714K +$55.3K +793 +8%
MWM
1022
Meridian Wealth Management
Kentucky
$712K +$8.85K +127 +1%
APP
1023
Avantax Planning Partners
Iowa
$708K -$3.9K -56 -0.5%
TA
1024
TFG Advisers
Michigan
$701K +$1.95K +28 +0.3%
LIM
1025
Leavell Investment Management
Alabama
$698K – – –
39 40
41
42 43