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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 %
SAM
1201
S.A. Mason
Michigan
$476K – – –
RCWM
1202
Royal Capital Wealth Management
Indiana
$475K +$1.74K +25 +0.4%
VC
1203
Veracity Capital
Georgia
$474K +$14.7K +211 +3%
JCM
1204
Jacobi Capital Management
Pennsylvania
$473K +$2.02K +29 +0.4%
3IP
1205
3Chopt Investment Partners
Virginia
$468K +$49.1K +700 +12%
FFBTD
1206
First Financial Bank - Trust Division
Ohio
$468K -$174K -2,500 -27%
SCP
1207
Sandhill Capital Partners
New York
$467K – – –
LA
1208
Lakeside Advisors
Washington
$467K -$69.7K -1,000 -13%
PFP
1209
Paragon Financial Partners
California
$466K – – –
MFS
1210
Mirabella Financial Services
United Kingdom
$466K +$466K +6,678 New
LC
1211
Lindbrook Capital
California
$464K +$88.8K +1,274 +24%
NQWM
1212
Northwest Quadrant Wealth Management
Oregon
$464K +$1.88K +27 +0.4%
SMC
1213
Smith, Moore & Co
Missouri
$463K +$27.5K +394 +6%
SIC
1214
Samalin Investment Counsel
New York
$462K +$1.6K +23 +0.3%
MIM
1215
Morningstar Investment Management
Illinois
$461K – – –
GPA
1216
Garrison Point Advisors
California
$460K +$139K +1,994 +43%
LSA
1217
Lion Street Advisors
Texas
$460K +$35.3K +507 +8%
FBA
1218
Front Barnett Associates
Illinois
$460K – – –
IAN
1219
Integrated Advisors Network
Texas
$459K +$19.4K +278 +4%
WDA
1220
Wendell David Associates
New Hampshire
$455K +$34.9K +500 +8%
OFW
1221
Omnia Family Wealth
Florida
$455K – – –
CCFP
1222
Charles Carroll Financial Partners
Massachusetts
$454K – – –
BONST
1223
Bank of Nova Scotia Trust
Ontario, Canada
$454K -$266K -3,813 -37%
MGAM
1224
McGowan Group Asset Management
Texas
$452K +$139K +2,000 +45%
BHWM
1225
Bar Harbor Wealth Management
New Hampshire
$452K -$5.23K -75 -1%
47 48
49
50 51