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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 %
PCG
1201
Prosperity Consulting Group
Maryland
$509K +$140K +2,021 +38%
T
1202
TOBAM
France
$508K +$6.31K +91 +1%
GWANC
1203
Guardian Wealth Advisors (North Carolina)
North Carolina
$508K -$8.45K -121 -2%
SAM
1204
Sompo Asset Management
Japan
$507K +$197K +2,840 +64%
RIL
1205
Rothschild Investment LLC
Illinois
$507K -$8.67K -125 -2%
TT
1206
TI-Trust
Illinois
$505K – – –
HI
1207
Harbour Investments
Wisconsin
$504K +$15.7K +226 +3%
MTC
1208
McDaniel Terry & Co
Texas
$504K -$24K -346 -5%
PCS
1209
Personal CFO Solutions
New Jersey
$503K +$2.15K +31 +0.4%
CSI
1210
Cross Staff Investments
New York
$502K – – –
GCP
1211
GSA Capital Partners
United Kingdom
$501K +$501K +7,216 New
9WM
1212
9258 Wealth Management
Ohio
$501K -$28K -403 -5%
DCM
1213
Driehaus Capital Management
Illinois
$499K +$499K +7,195 New
ACM
1214
Allred Capital Management
Texas
$498K +$19K +274 +4%
CCWM
1215
Cassaday & Co Wealth Management
Virginia
$497K +$4.23K +61 +0.9%
TC
1216
TAGStone Capital
North Carolina
$496K +$2.65K +38 +0.5%
WDA
1217
Wendell David Associates
New Hampshire
$495K +$52.1K +750 +12%
RSA
1218
River Street Advisors
Illinois
$493K +$416 +6 +0.1%
ESBC
1219
E.S. Barr & Co
Kentucky
$490K – – –
FMWA
1220
Forvis Mazars Wealth Advisors
Missouri
$488K -$24.6K -354 -5%
WMA
1221
West Michigan Advisors
Michigan
$487K -$27.9K -402 -5%
VAS
1222
Valicenti Advisory Services
New York
$484K -$10.4K -150 -2%
IA
1223
IFP Advisors
Florida
$484K -$476K -6,852 -50%
JCM
1224
Jacobi Capital Management
Pennsylvania
$482K +$2.36K +34 +0.5%
SIC
1225
Samalin Investment Counsel
New York
$481K -$2.15K -31 -0.4%
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