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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 %
LCGC
1226
Legacy Capital Group California
California
$451K +$451K +6,470 New
CWA
1227
Clearview Wealth Advisors
Oregon
$451K +$409K +5,869 +978%
KIG
1228
Kowal Investment Group
Wisconsin
$451K +$25K +359 +6%
NB
1229
Northwest Bancshares
Pennsylvania
$450K -$11.9K -170 -3%
CFMC
1230
Curbstone Financial Management Corp
New Hampshire
$448K +$3.49K +50 +0.8%
PK
1231
Pflug Koory
Nebraska
$447K -$13.9K -200 -3%
BC
1232
Burney Company
Virginia
$447K +$161K +2,313 +56%
CA
1233
Commerzbank Aktiengesellschaft
Germany
$447K +$6.97K +100 +2%
WTA
1234
Washington Trust Advisors
Massachusetts
$446K – – –
FOFP
1235
Fee-Only Financial Planning
South Carolina
$445K – – –
CAMG
1236
CWA Asset Management Group
Florida
$444K +$148K +2,116 +50%
IA
1237
IFG Advisors
Missouri
$444K – – –
STA
1238
Summit Trail Advisors
New York
$440K +$54.9K +783 +14%
CA
1239
Cornerstone Advisory
Maryland
$439K +$11.3K +162 +3%
MLFP
1240
MPS Loria Financial Planners
Illinois
$438K +$1.67K +24 +0.4%
NWMG
1241
National Wealth Management Group
Ohio
$437K +$437K +5,610 New
SSW
1242
Smith Shellnut Wilson
Mississippi
$434K – – –
MIS
1243
Morningstar Investment Services
Illinois
$433K +$11.8K +169 +3%
BC
1244
Brookfield Corp
Ontario, Canada
$430K +$430K +6,167 New
RT
1245
Rockland Trust
Massachusetts
$429K -$11.1K -159 -3%
CPIG
1246
Chicago Partners Investment Group
Illinois
$428K +$4.88K +68 +1%
AMCA
1247
Arthur M. Cohen & Associates
Illinois
$428K – – –
OSNBOA
1248
Old Second National Bank of Aurora
Illinois
$428K – – –
SHFA
1249
SC&H Financial Advisors
Maryland
$427K +$2.37K +34 +0.6%
LFA
1250
Legacy Financial Advisors
Kentucky
$425K +$7.46K +107 +2%
48 49
50
51 52