MDLZ icon

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 %
VFPI
1051
Vantage Financial Partners (Illinois)
Illinois
$429K -$25.6K -500 -6%
TCOT
1052
Trust Company of Toledo
Ohio
$429K +$17.2K +337 +4%
PWPS
1053
Pinnacle Wealth Planning Services
Ohio
$428K -$87.3K -1,709 -17%
TU
1054
TDAM USA
Ontario, Canada
$427K -$32.2K -638 -7%
RG
1055
Rikoon Group
New Mexico
$427K -$14.1K -275 -3%
TF
1056
Trek Financial
Arizona
$424K +$424K +8,290 New
PLFAM
1057
Pineno Levin & Ford Asset Management
Virginia
$422K -$3.27K -64 -0.8%
KA
1058
KLCM Advisors
Wisconsin
$421K – – –
PSP
1059
Principal Street Partners
Tennessee
$420K -$16.9K -331 -4%
NAS
1060
Nicolet Advisory Services
Wisconsin
$420K -$9.91K -194 -2%
PP
1061
Patten & Patten
Tennessee
$420K – – –
PMFA
1062
Plante Moran Financial Advisors
Michigan
$420K +$17.2K +337 +4%
IAN
1063
Integrated Advisors Network
Texas
$420K +$104K +2,023 +33%
TSW
1064
Thompson Siegel & Walmsley
Virginia
$419K -$60.2K -1,177 -13%
OWA
1065
Outlook Wealth Advisors
Texas
$419K +$23.7K +464 +6%
FBB
1066
Fulton Breakefield Broenniman
Maryland
$417K +$71.9K +1,407 +21%
QT
1067
Quantamental Technologies
New York
$417K +$417K +8,155 New
SWA
1068
Sutton Wealth Advisors
Florida
$413K -$23.2K -453 -5%
CWM
1069
Calamos Wealth Management
Illinois
$413K -$55.4K -1,083 -12%
TWP
1070
Tempus Wealth Planning
California
$413K – – –
EWM
1071
Evermay Wealth Management
Virginia
$413K +$27.9K +545 +7%
OPS
1072
Orion Portfolio Solutions
Nebraska
$412K -$215K -4,215 -34%
IWP
1073
Icon Wealth Partners
Texas
$412K +$4.09K +80 +1%
SFG
1074
SevenBridge Financial Group
Pennsylvania
$411K +$69K +1,350 +20%
CL
1075
CPWM LLC
Washington
$409K -$1.48K -29 -0.4%
41 42
43
44 45