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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 %
WIA
1026
Westbourne Investment Advisors
Maryland
$782K – – –
MMG
1027
Monetary Management Group
Missouri
$778K – – –
NWM
1028
Northcape Wealth Management
New York
$777K +$158K +2,172 +26%
SVWAG
1029
Sound View Wealth Advisors Group
Georgia
$776K -$47K -645 -6%
WCM
1030
Whitener Capital Management
North Carolina
$775K +$8.75K +120 +1%
GAAM
1031
Guinness Atkinson Asset Management
California
$775K +$114K +1,560 +17%
AOI
1032
Auto-Owners Insurance
Michigan
$773K – – –
FCP
1033
Fidelis Capital Partners
Florida
$771K +$82.6K +1,133 +12%
Verition Fund Management
1034
Verition Fund Management
Connecticut
$770K -$131K -1,795 -15%
DAM
1035
Delta Asset Management
Tennessee
$768K +$248K +3,400 +48%
ISWM
1036
Independent Solutions Wealth Management
New York
$768K +$180K +2,466 +31%
OCG
1037
Opus Capital Group
Ohio
$759K +$1.68K +23 +0.2%
BCM
1038
Becker Capital Management
Oregon
$756K +$497K +6,775 +192%
APP
1039
Avantax Planning Partners
Iowa
$751K +$10.6K +145 +1%
PWM
1040
PBMares Wealth Management
Virginia
$747K – – –
MA
1041
Mutual Advisors
Nebraska
$746K +$110K +1,503 +17%
EB
1042
Exchange Bank
California
$745K +$745K +10,220 New
SWA
1043
Stratos Wealth Advisors
Ohio
$745K -$2.63K -36 -0.4%
TA
1044
TFG Advisers
Michigan
$745K +$11.5K +158 +2%
MWM
1045
Meridian Wealth Management
Kentucky
$737K -$7.66K -105 -1%
IDBONY
1046
Israel Discount Bank of New York
New York
$737K -$118K -1,616 -14%
DBT
1047
Dubuque Bank & Trust
Iowa
$734K +$25.6K +351 +4%
OIA
1048
OneDigital Investment Advisors
Kansas
$734K -$46.2K -633 -6%
SIA
1049
Strategic Investment Advisors
Michigan
$733K -$159K -2,178 -18%
MP
1050
McDonald Partners
Ohio
$729K +$8.02K +110 +1%
40 41
42
43 44