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Mondelez International
MDLZ

Overview Fund Activity

1,346 hedge funds and large institutions have $45.4B invested in Mondelez International in 2018 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 503 increasing their positions, 528 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,346
Holders Change
-14
Holders Change %
-1.03%
% of All Funds
30.86%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.5%
New
90
Increased
503
Reduced
528
Closed
95
Calls
$311M
Puts
$721M
Net Calls
-$410M
Net Calls Change
+$102M

Top Buyers

1
SC
Sculptor Capital
New York
+$295M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$256M
3
FPA
First Pacific Advisors
California
+$223M
4
Invesco
Invesco
Georgia
+$193M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$144M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$452M
2
UBS Group
UBS Group
Switzerland
-$429M
3
IFP
Independent Franchise Partners
United Kingdom
-$366M
4
Millennium Management
Millennium Management
New York
-$239M
5
EVM
Eaton Vance Management
Massachusetts
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1026
Empirical Wealth Management
Washington
$283K +$82.9K +2,025 +41%
CHAM
1027
Clear Harbor Asset Management
Connecticut
$282K -$66.4K -1,620 -19%
SCM
1028
Stonebridge Capital Management
California
$278K – – –
FMLI
1029
Fukoku Mutual Life Insurance
Japan
$278K – – –
OPTFSNA
1030
Old Point Trust & Financial Services N A
Virginia
$278K – – –
AW
1031
Alpha Windward
Massachusetts
$277K -$7.16K -175 -3%
BHWM
1032
Bar Harbor Wealth Management
New Hampshire
$277K -$4.43K -108 -2%
BRWA
1033
B. Riley Wealth Advisors
Florida
$277K +$23.7K +574 +9%
MPWT
1034
MassMutual Private Wealth & Trust
Connecticut
$276K +$19.4K +472 +8%
WTB
1035
Washington Trust Bank
Washington
$274K +$7.78K +190 +3%
OFW
1036
Omnia Family Wealth
Florida
$274K +$252K +6,112 +1,145%
SCA
1037
Stonebridge Capital Advisors
Minnesota
$273K – – –
PP
1038
Patten & Patten
Tennessee
$273K +$51.7K +1,260 +23%
WAAG
1039
Wealth Alliance Advisory Group
Kansas
$271K +$8.19K +200 +3%
RMDI
1040
R.M. Davis Inc
Maine
$270K -$91.7K -2,234 -25%
UBV
1041
United Bank (Virginia)
Virginia
$270K – – –
Lazard Asset Management
1042
Lazard Asset Management
New York
$269K -$3.68M -89,818 -93%
BCM
1043
Bayesian Capital Management
New York
$266K -$2.56M -62,600 -91%
ESBC
1044
E.S. Barr & Co
Kentucky
$266K – – –
VFPI
1045
Vantage Financial Partners (Illinois)
Illinois
$266K +$20.5K +500 +8%
AWM
1046
Altavista Wealth Management
North Carolina
$265K -$25K -609 -9%
AWP
1047
Ascent Wealth Partners
New York
$265K – – –
HB
1048
Homrich & Berg
Georgia
$264K -$50K -1,217 -16%
CPO
1049
Cerity Partners OCIO
New York
$264K +$57.9K +1,413 +28%
NFG
1050
Nations Financial Group
Iowa
$262K +$41 +1 +0%
40 41
42
43 44