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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 %
PWAM
1176
Pinnacle West Asset Management
Wyoming
$532K +$11.4K +165 +2%
RBC
1177
Romano Brothers & Co
Illinois
$532K -$16.7K -241 -3%
SI
1178
Symmetry Investments
Jersey
$531K +$58.6K +845 +12%
TIM
1179
Tevis Investment Management
Texas
$530K – – –
CFO
1180
CVA Family Office
Colorado
$530K +$7.84K +113 +2%
MFC
1181
Morris Financial Concepts
South Carolina
$528K -$40.4K -582 -7%
PCM
1182
Penserra Capital Management
California
$528K -$83.3K -1,202 -14%
SIC
1183
Schwartz Investment Counsel
Michigan
$527K – – –
SIA
1184
Schear Investment Advisers
Ohio
$524K -$15.1K -218 -3%
HTHT
1185
Hemenway Trust Hemenway Trust
New Hampshire
$524K – – –
RCM
1186
Raleigh Capital Management
North Carolina
$524K -$256K -3,694 -33%
CFSG
1187
Community Financial Services Group
Vermont
$523K +$523K +7,537 New
USB
1188
Union Savings Bank
Connecticut
$523K +$58.3K +840 +13%
JAFL
1189
Jay A. Fishman Ltd
Michigan
$522K – – –
WAAG
1190
Wealth Alliance Advisory Group
Kansas
$522K -$26.4K -380 -5%
PCA
1191
Pallas Capital Advisors
Massachusetts
$522K +$522K +7,905 New
JWBC
1192
John W. Bristol & Co
New York
$521K – – –
RMDI
1193
R.M. Davis Inc
Maine
$520K -$36.4K -525 -7%
CHAM
1194
Clear Harbor Asset Management
Connecticut
$520K – – –
IWM
1195
IHT Wealth Management
Illinois
$519K +$16.2K +233 +3%
CIAS
1196
Capital Investment Advisory Services
North Carolina
$517K +$4.44K +64 +0.9%
FBB
1197
Fulton Breakefield Broenniman
Maryland
$512K -$23.7K -341 -4%
AWM
1198
Accurate Wealth Management
Florida
$511K -$59.1K -931 -10%
JIP
1199
Jaffetilchin Investment Partners
Florida
$511K -$1.94K -28 -0.4%
FNBOO
1200
First National Bank of Omaha
Nebraska
$510K – – –
46 47
48
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