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Mondelez International
MDLZ

Overview Fund Activity

1,871 hedge funds and large institutions have $75.3B invested in Mondelez International in 2023 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 714 increasing their positions, 676 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,871
Holders Change
+47
Holders Change %
+2.58%
% of All Funds
29.95%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.56%
New
164
Increased
714
Reduced
676
Closed
76
Calls
$380M
Puts
$239M
Net Calls
+$142M
Net Calls Change
-$123M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$200M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$129M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$125M
4
BAM
Burgundy Asset Management
Ontario, Canada
+$117M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$116M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$904M
2
Man Group
Man Group
United Kingdom
-$231M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$205M
4
Capital World Investors
Capital World Investors
California
-$203M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
1076
J.W. Cole Advisors
Florida
$609K +$30.3K +435 +5%
VNA
1077
Valley National Advisers
Pennsylvania
$609K +$33.5K +466 +6%
IPAM
1078
ICICI Prudential Asset Management
India
$609K +$131K +1,872 +27%
CAG
1079
Crestwood Advisors Group
Massachusetts
$609K -$9.9K -142 -2%
MA
1080
Mutual Advisors
Nebraska
$608K +$42.5K +609 +8%
KA
1081
KLCM Advisors
Wisconsin
$608K -$240K -3,438 -28%
PP
1082
Patten & Patten
Tennessee
$607K -$17.4K -250 -3%
PCM
1083
Pointe Capital Management
Michigan
$605K -$222K -3,179 -27%
MSFS
1084
Main Street Financial Solutions
Pennsylvania
$602K +$24.3K +348 +4%
RIL
1085
Rothschild Investment LLC
Illinois
$601K -$3.14K -45 -0.5%
PWP
1086
Principle Wealth Partners
Connecticut
$599K – – –
MW
1087
Marcum Wealth
Ohio
$599K -$69.7K -999 -10%
BWP
1088
BSW Wealth Partners
Colorado
$597K -$182K -2,608 -23%
WA
1089
WBH Advisory
Maryland
$593K +$593K +8,503 New
NWM
1090
Northcape Wealth Management
New York
$591K +$239K +3,421 +68%
WTB
1091
Washington Trust Bank
Washington
$590K +$89.5K +1,284 +18%
CWS
1092
Confluence Wealth Services
Pennsylvania
$589K – – –
FHA
1093
First Horizon Advisors
Tennessee
$588K -$4.39K -63 -0.7%
WW
1094
Waterfront Wealth
Kansas
$587K +$39.2K +562 +7%
HCM
1095
Howland Capital Management
Massachusetts
$587K -$87.4K -1,246 -13%
OLA
1096
Oliver Luxxe Assets
New Jersey
$586K -$2.04M -29,242 -78%
FANJ
1097
Financial Architects (New Jersey)
New Jersey
$584K +$52.9K +759 +10%
TWP
1098
Tempus Wealth Planning
California
$583K – – –
PFM
1099
Parsec Financial Management
North Carolina
$583K +$326K +4,678 +127%
FAIM
1100
Financial Advocates Investment Management
Washington
$582K +$74.3K +1,065 +15%
42 43
44
45 46