MDLZ icon

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 %
MFC
1101
Morris Financial Concepts
South Carolina
$581K +$16.6K +238 +3%
MAM
1102
Mystic Asset Management
Rhode Island
$579K – – –
EAM
1103
Erste Asset Management
Austria
$576K -$20.9K -300 -4%
LB
1104
Leo Brokerage
Texas
$576K +$576K +8,261 New
PNC
1105
Park National Corp
Ohio
$576K +$35.3K +506 +7%
9WM
1106
9258 Wealth Management
Ohio
$571K -$13.4K -192 -2%
MAM
1107
Madison Asset Management
Wisconsin
$570K – – –
EHC
1108
Everett Harris & Co
California
$569K – – –
MYIA
1109
Mount Yale Investment Advisors
Colorado
$569K +$29.6K +425 +5%
RMDI
1110
R.M. Davis Inc
Maine
$567K -$12K -172 -2%
CF
1111
Centaurus Financial
California
$567K +$53.2K +763 +10%
FIBT
1112
First International Bank & Trust
North Dakota
$566K -$21.8K -312 -4%
WP
1113
WealthSource Partners
California
$565K -$13K -187 -2%
TFM
1114
TFC Financial Management
Massachusetts
$563K +$1.26K +18 +0.2%
ISWM
1115
Independent Solutions Wealth Management
New York
$562K -$33K -474 -6%
LFA
1116
Landmark Financial Advisors
Kentucky
$560K +$279 +4 +0%
WA
1117
Waverly Advisors
Alabama
$559K -$13.6K -195 -2%
HCM
1118
Hilton Capital Management
New York
$559K – – –
PL
1119
Plancorp LLC
Missouri
$556K -$20.6K -295 -4%
MWM
1120
Mission Wealth Management
California
$556K +$16.2K +232 +3%
FFP
1121
FourThought Financial Partners
Florida
$552K -$89.5K -1,284 -14%
RCA
1122
Resonant Capital Advisors
Wisconsin
$552K +$7.26K +103 +1%
WAAG
1123
Wealth Alliance Advisory Group
Kansas
$551K -$56K -803 -9%
WPC
1124
Wedmont Private Capital
Pennsylvania
$550K +$140K +1,985 +34%
MSCM
1125
McElhenny Sheffield Capital Management
Texas
$549K +$4.81K +69 +0.9%
43 44
45
46 47