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Mondelez International
MDLZ

Overview Fund Activity

1,987 hedge funds and large institutions have $78.9B invested in Mondelez International in 2023 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 724 increasing their positions, 737 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+85
Holders Change %
+4.47%
% of All Funds
29.13%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.34%
New
230
Increased
724
Reduced
737
Closed
119
Calls
$358M
Puts
$448M
Net Calls
-$90.1M
Net Calls Change
+$32.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.6B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$466M
3
Ameriprise
Ameriprise
Minnesota
+$204M
4
First Trust Advisors
First Trust Advisors
Illinois
+$180M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$122M

Top Sellers

1
BlackRock
BlackRock
New York
-$181M
2
Citadel Advisors
Citadel Advisors
Florida
-$123M
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$101M
4
Prudential Financial
Prudential Financial
New Jersey
-$92.8M
5
Parnassus Investments
Parnassus Investments
California
-$87.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1201
Raleigh Capital Management
North Carolina
$541K -$6.01K -83 -1%
JCM
1202
Jacobi Capital Management
Pennsylvania
$540K +$37.3K +515 +7%
LC
1203
Lindbrook Capital
California
$540K -$40K -552 -7%
SPC
1204
Sigma Planning Corp
Michigan
$540K -$554K -7,650 -51%
FMWA
1205
Forvis Mazars Wealth Advisors
Missouri
$538K +$29.2K +403 +6%
AWM
1206
Accurate Wealth Management
Florida
$538K -$47.7K -655 -8%
HI
1207
Harbour Investments
Wisconsin
$535K +$8.33K +115 +2%
TAM
1208
Tucker Asset Management
Colorado
$534K -$38.7K -534 -7%
RMDI
1209
R.M. Davis Inc
Maine
$534K -$9.05K -125 -2%
BTWM
1210
Baker Tilly Wealth Management
Wisconsin
$534K -$147K -2,033 -22%
UAML
1211
US Asset Management LLC
Pennsylvania
$531K +$531K +7,329 New
RBC
1212
Romano Brothers & Co
Illinois
$529K -$26K -359 -5%
TT
1213
TI-Trust
Illinois
$527K – – –
JIP
1214
Jaffetilchin Investment Partners
Florida
$526K -$6.74K -93 -1%
GWANC
1215
Guardian Wealth Advisors (North Carolina)
North Carolina
$526K – – –
TC
1216
TAGStone Capital
North Carolina
$522K +$3.5K +48 +0.7%
CIS
1217
Custom Index Systems
New York
$520K +$520K +7,185 New
MCM
1218
Manchester Capital Management
Vermont
$520K +$25K +345 +5%
GJWM
1219
Gilliland Jeter Wealth Management
Arkansas
$520K +$520K +7,175 New
ACM
1220
Allred Capital Management
Texas
$520K -$579 -8 -0.1%
CCWM
1221
Cassaday & Co Wealth Management
Virginia
$519K – – –
SIM
1222
Sentry Investment Management
Wisconsin
$517K -$55.5K -766 -10%
WDA
1223
Wendell David Associates
New Hampshire
$517K – – –
CSI
1224
Cross Staff Investments
New York
$515K -$8.4K -116 -2%
RSA
1225
River Street Advisors
Illinois
$515K +$507 +7 +0.1%
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