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Mondelez International
MDLZ

Overview Fund Activity

1,522 hedge funds and large institutions have $55.1B invested in Mondelez International in 2020 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 565 increasing their positions, 634 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
-51
Holders Change %
-3.24%
% of All Funds
33.62%
Holding in Top 10
34
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+41.67%
% of All Funds
0.75%
New
111
Increased
565
Reduced
634
Closed
145
Calls
$318M
Puts
$324M
Net Calls
-$6.38M
Net Calls Change
+$188M

Top Buyers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$233M
2
UBS AM
UBS AM
Illinois
+$194M
3
Capital International Investors
Capital International Investors
California
+$125M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$114M
5
BlackRock
BlackRock
New York
+$102M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$333M
2
SGA
Sustainable Growth Advisers
Connecticut
-$327M
3
Boston Partners
Boston Partners
Massachusetts
-$234M
4
LT
Lindsell Train
United Kingdom
-$160M
5
Invesco
Invesco
Georgia
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1026
Modera Wealth Management
New Jersey
$435K +$76.3K +1,524 +21%
PK
1027
Pflug Koory
Nebraska
$434K -$6.51K -130 -1%
MLFP
1028
MPS Loria Financial Planners
Illinois
$434K -$4.3K -86 -1%
CST
1029
Charles Schwab Trust
Nevada
$434K +$168K +3,355 +63%
RG
1030
Rikoon Group
New Mexico
$432K – – –
ET
1031
Equitable Trust
Tennessee
$430K +$166K +3,321 +63%
MIC
1032
Meridian Investment Counsel
California
$429K – – –
HL
1033
HeadInvest LLC
Maine
$428K +$601 +12 +0.1%
PSP
1034
Principal Street Partners
Tennessee
$428K +$16.6K +331 +4%
EHC
1035
Everett Harris & Co
California
$428K +$20.6K +411 +5%
AA
1036
Argent Advisors
Louisiana
$428K +$60K +1,199 +16%
SWA
1037
Sutton Wealth Advisors
Florida
$427K +$901 +18 +0.2%
PAA
1038
Peregrine Asset Advisers
Oregon
$426K – – –
SVWAG
1039
Sound View Wealth Advisors Group
Georgia
$425K -$3.46K -69 -0.8%
LW
1040
Linscomb Wealth
Texas
$425K -$2.96K -59 -0.7%
RFO
1041
RiverGlades Family Offices
Florida
$424K – – –
CSM
1042
CAMG Solamere Management
North Carolina
$423K +$184K +3,676 +77%
NAS
1043
Nicolet Advisory Services
Wisconsin
$422K +$170K +3,383 +67%
EF
1044
Empirical Finance
Pennsylvania
$421K +$148K +2,960 +54%
AWE
1045
Avidian Wealth Enterprises
Texas
$418K -$334K -6,669 -44%
GL
1046
Graypoint LLC
New York
$418K +$418K +8,353 New
PLFAM
1047
Pineno Levin & Ford Asset Management
Virginia
$417K -$40.1K -800 -9%
KA
1048
KLCM Advisors
Wisconsin
$412K – – –
MAM
1049
Magellan Asset Management
Australia
$412K +$412K +8,219 New
IWM
1050
IHT Wealth Management
Illinois
$411K -$368K -7,351 -47%
40 41
42
43 44