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Mondelez International
MDLZ

Overview Fund Activity

1,545 hedge funds and large institutions have $56B invested in Mondelez International in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 593 increasing their positions, 586 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,545
Holders Change
+23
Holders Change %
+1.51%
% of All Funds
31.76%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.6%
New
125
Increased
593
Reduced
586
Closed
88
Calls
$318M
Puts
$305M
Net Calls
+$12.9M
Net Calls Change
+$19.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$255M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$151M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$146M
4
Capital World Investors
Capital World Investors
California
+$144M
5
LT
Lindsell Train
United Kingdom
+$132M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$195M
2
Invesco
Invesco
Georgia
-$152M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$142M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$137M
5
Ameriprise
Ameriprise
Minnesota
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
1026
Global Retirement Partners
California
$454K -$116K -2,278 -20%
FNT
1027
First National Trust
Pennsylvania
$454K -$70.6K -1,380 -13%
BAAM
1028
Baker Avenue Asset Management
California
$454K +$2.76K +54 +0.6%
KIC
1029
Keating Investment Counselors
Florida
$453K -$51.1K -1,000 -10%
HB
1030
Homrich & Berg
Georgia
$453K +$41.6K +814 +10%
VVP
1031
Venture Visionary Partners
Ohio
$452K -$237K -4,633 -34%
AWE
1032
Avidian Wealth Enterprises
Texas
$452K +$25.4K +497 +6%
HCM
1033
Howland Capital Management
Massachusetts
$449K +$73.6K +1,437 +20%
ACM
1034
Alethea Capital Management
Washington
$448K +$448K +8,761 New
EHC
1035
Everett Harris & Co
California
$447K +$9.88K +193 +2%
FMBTD
1036
First Midwest Bank Trust Division
Illinois
$446K -$4.6K -90 -1%
GC
1037
Gratus Capital
Georgia
$444K – – –
GSWM
1038
Golden State Wealth Management
California
$443K +$280K +5,467 +171%
MAM
1039
Meeder Asset Management
Ohio
$442K -$2.24M -43,719 -84%
BWM
1040
Biltmore Wealth Management
Arizona
$442K +$442K +8,817 New
NCM
1041
Noesis Capital Mangement
Florida
$440K -$20.5K -400 -4%
HS
1042
Haafor (Singapore)
Singapore
$440K +$440K +8,604 New
PL
1043
Plancorp LLC
Missouri
$438K -$53.9K -1,054 -11%
IFWM
1044
Institute for Wealth Management
Colorado
$438K -$9.71K -190 -2%
MIC
1045
Meridian Investment Counsel
California
$438K – – –
HL
1046
HeadInvest LLC
Maine
$436K -$613 -12 -0.1%
OSAM
1047
O'Shaughnessy Asset Management
Connecticut
$435K +$356K +6,948 +448%
LW
1048
Linscomb Wealth
Texas
$434K – – –
RFO
1049
RiverGlades Family Offices
Florida
$433K – – –
NFG
1050
Next Financial Group
Texas
$432K -$293K -5,732 -40%
40 41
42
43 44