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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 %
AWM
1226
Aevitas Wealth Management
Massachusetts
$296K +$175 +3 +0.1%
IFWM
1227
Institute for Wealth Management
Colorado
$295K – – –
BI
1228
Ballast Inc
Kentucky
$294K +$22.4K +383 +8%
V
1229
VeraBank
Texas
$293K – – –
FFIC
1230
First Fiduciary Investment Counsel
Ohio
$293K – – –
CGH
1231
CMG Global Holdings
Texas
$293K +$293K +5,014 New
PWM
1232
Perigon Wealth Management
California
$292K -$10.6K -181 -3%
VNA
1233
Valley National Advisers
Pennsylvania
$291K -$56.2K -961 -16%
CAG
1234
Csenge Advisory Group
Florida
$290K -$5K -85 -2%
IWA
1235
Inspirion Wealth Advisors
Illinois
$290K +$2.05K +35 +0.7%
RWM
1236
Ritholtz Wealth Management
New York
$290K +$73.6K +1,256 +34%
EI
1237
Ellevest Inc
New York
$289K -$8.14K -139 -3%
SFG
1238
Summit Financial Group
West Virginia
$289K – – –
RT
1239
Rockland Trust
Massachusetts
$288K -$3.62K -62 -1%
RWA
1240
Ropes Wealth Advisors
Massachusetts
$287K -$3.16K -51 -1%
BL
1241
Balentine LLC
Georgia
$287K +$2.98K +51 +1%
BDS
1242
Banco de Sabadell
Florida
$285K -$59.1K -1,000 -17%
SS
1243
Simplicity Solutions
Minnesota
$284K -$2.03M -34,809 -88%
IIM
1244
InTrack Investment Management
Vermont
$284K -$139K -2,374 -33%
WWM
1245
Windsor Wealth Management
Indiana
$284K -$62.3K -1,065 -18%
MWM
1246
Mattern Wealth Management
Kansas
$284K -$12.1K -207 -4%
T
1247
TOBAM
France
$284K – – –
RW
1248
Rede Wealth
Virginia
$284K +$23.6K +404 +9%
SWP
1249
Summit Wealth Partners
Florida
$283K – – –
RVPG
1250
Relative Value Partners Group
$283K – – –
48 49
50
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