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Mondelez International
MDLZ

Overview Fund Activity

1,633 hedge funds and large institutions have $63.3B invested in Mondelez International in 2021 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 602 increasing their positions, 638 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,633
Holders Change
-29
Holders Change %
-1.74%
% of All Funds
28.76%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.3%
New
106
Increased
602
Reduced
638
Closed
119
Calls
$240M
Puts
$351M
Net Calls
-$112M
Net Calls Change
+$67.3M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$461M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$294M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$281M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$274M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$258M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$401M
2
Capital International Investors
Capital International Investors
California
-$313M
3
Aberdeen Group
Aberdeen Group
United Kingdom
-$210M
4
UBS Group
UBS Group
Switzerland
-$189M
5
State Street
State Street
Massachusetts
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
1201
Fiducient Advisors
Illinois
$315K – – –
Marshall Wace
1202
Marshall Wace
United Kingdom
$315K +$315K +5,384 New
HPWM
1203
Highland Private Wealth Management
Washington
$314K -$3.39K -58 -1%
SAM
1204
Summit Asset Management
Tennessee
$314K +$59 +1 +0%
SFA
1205
Sequoia Financial Advisors
Ohio
$314K +$65.9K +1,127 +27%
WC
1206
Woodstock Corp
Massachusetts
$312K -$40.4K -690 -11%
SFG
1207
SNS Financial Group
Minnesota
$312K -$1.82K -31 -0.6%
WA
1208
Wealth Architects
California
$311K -$10.7K -183 -3%
CHA
1209
Carmichael Hill & Associates
Maryland
$311K – – –
MCWS
1210
McKinley Carter Wealth Services
West Virginia
$311K +$31.9K +545 +11%
NIA
1211
Northstar Investment Advisors
Colorado
$308K -$16.4K -281 -5%
JWM
1212
Jeppson Wealth Management
California
$308K – – –
1SB
1213
1ST Source Bank
Indiana
$308K +$42.1K +720 +16%
ACM
1214
Allred Capital Management
Texas
$307K +$45.2K +773 +17%
GEA
1215
Glen Eagle Advisors
New Jersey
$305K -$18.4K -315 -6%
CT
1216
Columbia Trust
Oregon
$305K -$20.5K -350 -6%
MPM
1217
Meritage Portfolio Management
Kansas
$305K – – –
GIA
1218
GHP Investment Advisors
Colorado
$304K – – –
BHC
1219
Bowen Hanes & Co
Florida
$303K – – –
APC
1220
Aspire Private Capital
North Carolina
$301K +$159K +2,728 +113%
WKWM
1221
Walter & Keenan Wealth Management
Indiana
$300K – – –
CCFCSB
1222
Cape Cod Five Cents Savings Bank
Massachusetts
$298K -$10.6K -182 -3%
BCA
1223
Bay Colony Advisors
Massachusetts
$298K +$67.6K +1,155 +29%
WP
1224
WealthPLAN Partners
Nebraska
$297K -$11.2K -185 -4%
MFG
1225
Magnus Financial Group
New York
$296K -$221K -3,766 -43%
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