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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 %
RIL
1176
Rothschild Investment LLC
Illinois
$542K -$86.1K -1,181 -14%
GWANC
1177
Guardian Wealth Advisors (North Carolina)
North Carolina
$542K +$27.8K +379 +5%
WMA
1178
West Michigan Advisors
Michigan
$541K -$144K -1,972 -21%
WG
1179
Winton Group
United Kingdom
$541K +$159K +2,183 +42%
JIP
1180
Jaffetilchin Investment Partners
Florida
$539K +$1.31K +18 +0.2%
CIAS
1181
Capital Investment Advisory Services
North Carolina
$539K -$3.06K -42 -0.6%
FMWA
1182
Forvis Mazars Wealth Advisors
Missouri
$538K +$14.7K +201 +3%
FFP
1183
FourThought Financial Partners
Florida
$537K -$40.5K -555 -7%
UAML
1184
US Asset Management LLC
Pennsylvania
$536K -$729 -10 -0.1%
FNBOO
1185
First National Bank of Omaha
Nebraska
$536K -$29.2K -400 -5%
TT
1186
TI-Trust
Illinois
$531K – – –
ADL
1187
Asset Dedication LLC
California
$531K +$23.8K +326 +5%
IWM
1188
IHT Wealth Management
Illinois
$528K +$112K +1,540 +27%
T
1189
TOBAM
France
$528K – – –
EHC
1190
Everett Harris & Co
California
$528K -$67.5K -925 -11%
CSI
1191
Cross Staff Investments
New York
$527K +$73 +1 +0%
PCS
1192
Personal CFO Solutions
New Jersey
$526K -$5.69K -78 -1%
BWP
1193
Baldwin Wealth Partners
Massachusetts
$526K -$7.29K -100 -1%
CWP
1194
Capital Wealth Planning
Florida
$523K +$523K +7,166 New
VAS
1195
Valicenti Advisory Services
New York
$520K -$5.47K -75 -1%
TC
1196
TAGStone Capital
North Carolina
$519K -$2.57K -35 -0.5%
CCWM
1197
Cassaday & Co Wealth Management
Virginia
$518K -$17.6K -241 -3%
SCP
1198
Shorepoint Capital Partners
Massachusetts
$517K -$14.2K -194 -3%
RSA
1199
River Street Advisors
Illinois
$517K +$438 +6 +0.1%
PJSIMP
1200
P.J. Schmidt Investment Management (PJS)
Wisconsin
$516K -$34.5K -464 -6%
46 47
48
49 50