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Mondelez International
MDLZ

Overview Fund Activity

1,902 hedge funds and large institutions have $74.3B invested in Mondelez International in 2023 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 758 increasing their positions, 712 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,902
Holders Change
-22
Holders Change %
-1.14%
% of All Funds
30.33%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.45%
New
109
Increased
758
Reduced
712
Closed
105
Calls
$370M
Puts
$493M
Net Calls
-$122M
Net Calls Change
-$214M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$429M
2
Capital World Investors
Capital World Investors
California
+$337M
3
VAM
Vontobel Asset Management
New York
+$335M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$314M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$272M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$689M
2
DZ Bank
DZ Bank
Germany
-$319M
3
Goldman Sachs
Goldman Sachs
New York
-$167M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$155M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLI
1001
Family Legacy Inc
South Carolina
$802K -$2.78K -40 -0.3%
SWIM
1002
Smallwood Wealth Investment Management
New Jersey
$802K +$278 +4 +0%
ACM
1003
AlphaStar Capital Management
North Carolina
$799K +$135K +1,943 +20%
SWA
1004
Stratos Wealth Advisors
Ohio
$797K +$88.3K +1,272 +12%
HIC
1005
Holderness Investments Company
North Carolina
$797K -$1.74K -25 -0.2%
FPAS
1006
Focus Partners Advisor Solutions
Missouri
$795K +$421K +6,060 +112%
GAAM
1007
Guinness Atkinson Asset Management
California
$791K +$54.1K +780 +7%
FHA
1008
First Horizon Advisors
Tennessee
$787K +$212K +3,060 +37%
BHBT
1009
Burke & Herbert Bank & Trust
Virginia
$786K -$75.3K -1,085 -9%
TC
1010
Toews Corporation
New Jersey
$784K +$784K +11,300 New
CG
1011
Cutler Group
California
$784K +$784K +11,308 New
VCM
1012
Virtue Capital Management
Tennessee
$784K – – –
CIC
1013
Carnegie Investment Counsel
Ohio
$783K -$6.66K -96 -0.8%
HDIM
1014
Hanson & Doremus Investment Management
Vermont
$782K -$7.63K -110 -1%
AFG
1015
AFS Financial Group
Maryland
$782K -$4.86K -70 -0.6%
1IA
1016
1620 Investment Advisors
Massachusetts
$782K +$2.98K +43 +0.4%
SVWAG
1017
Sound View Wealth Advisors Group
Georgia
$781K +$42.5K +613 +6%
PWMAG
1018
Pinnacle Wealth Management Advisory Group
New Jersey
$778K -$6.18K -89 -0.8%
PMFA
1019
Plante Moran Financial Advisors
Michigan
$776K -$6.52K -94 -0.8%
PMG
1020
ProVise Management Group
Florida
$775K -$17.4K -250 -2%
BOH
1021
Bank of Hawaii
Hawaii
$773K +$19.6K +282 +3%
I2I
1022
Insight 2811 Inc
Illinois
$769K -$38.2K -550 -5%
GS
1023
GTS Securities
New York
$769K +$769K +11,082 New
LFM
1024
LGT Fund Management
Liechtenstein
$764K – – –
TA
1025
TFG Advisers
Michigan
$764K +$55.2K +795 +8%
39 40
41
42 43