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Mondelez International
MDLZ

Overview Fund Activity

1,924 hedge funds and large institutions have $77.6B invested in Mondelez International in 2023 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 681 increasing their positions, 765 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,924
Holders Change
+53
Holders Change %
+2.83%
% of All Funds
30.34%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.46%
New
149
Increased
681
Reduced
765
Closed
87
Calls
$329M
Puts
$237M
Net Calls
+$92M
Net Calls Change
-$49.7M

Top Buyers

1
Holocene Advisors
Holocene Advisors
New York
+$247M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$190M
3
Citadel Advisors
Citadel Advisors
Florida
+$151M
4
BlackRock
BlackRock
New York
+$130M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$106M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$3B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$454M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$373M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$160M
5
Parnassus Investments
Parnassus Investments
California
-$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
1001
Carnegie Investment Counsel
Ohio
$830K -$1.9K -26 -0.2%
TCOT
1002
Trust Company of Toledo
Ohio
$830K -$50.1K -687 -6%
EFMC
1003
Empire Financial Management Company
New York
$830K – – –
HDIM
1004
Hanson & Doremus Investment Management
Vermont
$830K -$52.1K -714 -6%
UFF
1005
USA Financial Formulas
Michigan
$828K +$825K +11,315 +37,717%
AFG
1006
AFS Financial Group
Maryland
$827K -$10.9K -150 -1%
ESCM
1007
Echo Street Capital Management
New York
$825K +$303K +4,160 +58%
PWMAG
1008
Pinnacle Wealth Management Advisory Group
New Jersey
$824K -$20.6K -283 -2%
PMFA
1009
Plante Moran Financial Advisors
Michigan
$822K -$4.38K -60 -0.5%
WSCM
1010
Wellington Shields Capital Management
New York
$822K -$72.9K -1,000 -8%
GA
1011
Geller Advisors
New York
$822K +$822K +11,205 New
RCM
1012
Raleigh Capital Management
North Carolina
$820K -$5.76K -79 -0.7%
1IA
1013
1620 Investment Advisors
Massachusetts
$819K +$21.7K +297 +3%
AWA
1014
Arete Wealth Advisors
Illinois
$815K -$18.1K -248 -2%
Fisher Asset Management
1015
Fisher Asset Management
Washington
$814K +$139K +1,903 +21%
LFM
1016
LGT Fund Management
Liechtenstein
$813K – – –
BBA
1017
BLB&B Advisors
Pennsylvania
$803K -$36.8K -504 -4%
SCM
1018
Stevens Capital Management
Pennsylvania
$802K +$802K +10,989 New
LC
1019
LCNB Corp
Ohio
$796K -$15K -205 -2%
RCAG
1020
Rehmann Capital Advisory Group
Michigan
$795K -$5.98K -82 -0.7%
NHT
1021
New Hampshire Trust
New Hampshire
$795K – – –
MWA
1022
Meridian Wealth Advisors
Texas
$793K +$511 +7 +0.1%
BOH
1023
Bank of Hawaii
Hawaii
$792K – – –
MIA
1024
MainStreet Investment Advisors
Illinois
$787K -$19K -260 -2%
VCM
1025
Virtue Capital Management
Tennessee
$784K -$3.52K -48 -0.4%
39 40
41
42 43