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Mondelez International
MDLZ

Overview Fund Activity

1,902 hedge funds and large institutions have $74.3B invested in Mondelez International in 2023 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 758 increasing their positions, 712 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,902
Holders Change
-22
Holders Change %
-1.14%
% of All Funds
30.33%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.45%
New
109
Increased
758
Reduced
712
Closed
105
Calls
$370M
Puts
$493M
Net Calls
-$122M
Net Calls Change
-$214M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$429M
2
Capital World Investors
Capital World Investors
California
+$337M
3
VAM
Vontobel Asset Management
New York
+$335M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$314M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$272M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$689M
2
DZ Bank
DZ Bank
Germany
-$319M
3
Goldman Sachs
Goldman Sachs
New York
-$167M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$155M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRS
1101
Neville Rodie & Shaw
New York
$618K – – –
CB
1102
Community Bank
New York
$617K -$13.9K -200 -2%
JE
1103
JMAC Enterprises
Pennsylvania
$612K +$264K +3,802 +76%
MIC
1104
Meridian Investment Counsel
California
$612K – – –
FFA
1105
First Foundation Advisors
California
$612K -$508K -7,319 -45%
CCT
1106
Capital City Trust
Florida
$611K -$6.73K -97 -1%
WW
1107
Waterfront Wealth
Kansas
$611K +$16.6K +260 +3%
PCM
1108
Pointe Capital Management
Michigan
$608K +$1.67K +24 +0.3%
LPT
1109
Legacy Private Trust
Wisconsin
$607K -$68K -980 -10%
PWP
1110
Principle Wealth Partners
Connecticut
$604K – – –
JWCA
1111
J.W. Cole Advisors
Florida
$603K +$32.5K +468 +6%
HAS
1112
Holland Advisory Services
Florida
$603K +$603K +8,692 New
GA
1113
Geller Advisors
New York
$602K -$180K -2,577 -23%
NP
1114
Nilsine Partners
Colorado
$601K -$2.15K -31 -0.4%
PFBT
1115
Parkside Financial Bank & Trust
Missouri
$599K -$30.3K -436 -5%
PA
1116
Probity Advisors
Texas
$599K -$10.3K -149 -2%
BCA
1117
Bay Colony Advisors
Massachusetts
$598K +$66.8K +963 +13%
FAIM
1118
Financial Advocates Investment Management
Washington
$597K +$1.18K +17 +0.2%
WA
1119
Waverly Advisors
Alabama
$593K -$34.4K -496 -5%
RWA
1120
Ropes Wealth Advisors
Massachusetts
$591K -$35.1K -506 -6%
NB
1121
Northwest Bancshares
Pennsylvania
$590K +$40.8K +588 +7%
KA
1122
KLCM Advisors
Wisconsin
$588K -$17.3K -249 -3%
LFA
1123
Landmark Financial Advisors
Kentucky
$587K +$14.9K +214 +3%
SL
1124
Sentry LLC
Tennessee
$583K -$50.4K -726 -8%
CWS
1125
Confluence Wealth Services
Pennsylvania
$583K +$347 +5 +0.1%
43 44
45
46 47