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Mondelez International
MDLZ

Overview Fund Activity

1,346 hedge funds and large institutions have $45.4B invested in Mondelez International in 2018 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 503 increasing their positions, 528 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,346
Holders Change
-14
Holders Change %
-1.03%
% of All Funds
30.86%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.5%
New
90
Increased
503
Reduced
528
Closed
95
Calls
$311M
Puts
$721M
Net Calls
-$410M
Net Calls Change
+$102M

Top Buyers

1
SC
Sculptor Capital
New York
+$295M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$256M
3
FPA
First Pacific Advisors
California
+$223M
4
Invesco
Invesco
Georgia
+$193M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$144M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$452M
2
UBS Group
UBS Group
Switzerland
-$429M
3
IFP
Independent Franchise Partners
United Kingdom
-$366M
4
Millennium Management
Millennium Management
New York
-$239M
5
EVM
Eaton Vance Management
Massachusetts
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
1251
Baystate Wealth Management
Massachusetts
$31K – – –
SAM
1252
Shamrock Asset Management
Texas
$31K – – –
CWM
1253
Catamount Wealth Management
Connecticut
$31K – – –
KJWM
1254
Kiley Juergens Wealth Management
Washington
$31K +$31K +772 New
CCM
1255
Cribstone Capital Management
Maine
$30K – – –
BCA
1256
Bay Colony Advisors
Massachusetts
$30K +$30K +743 New
CBT
1257
Central Bank & Trust
Kentucky
$29K -$15.5K -375 -35%
PCFFS
1258
Pacific Center for Financial Services
California
$29K – – –
MWM
1259
Mascoma Wealth Management
New Hampshire
$29K – – –
GAM
1260
Gemmer Asset Management
California
$28K -$1.2M -29,192 -98%
SMG
1261
Spectrum Management Group
Indiana
$28K – – –
KL
1262
KWMG LLC
Kansas
$28K +$28K +683 New
BWP
1263
Baldwin Wealth Partners
Massachusetts
$27K -$41.3K -1,000 -60%
EARNEST Partners
1264
EARNEST Partners
Georgia
$27K – – –
MUS
1265
Mitsubishi UFJ Securities
Japan
$27K – – –
MCM
1266
Mainstay Capital Management
Michigan
$27K +$14.4K +347 +115%
ML
1267
McAdam LLC
Pennsylvania
$26K – – –
MWM
1268
MinichMacGregor Wealth Management
New York
$26K +$245 +6 +0.9%
NCM
1269
Northstar Capital Management
New York
$25K – – –
DWM
1270
Destination Wealth Management
California
$24K -$31.2K -747 -57%
TCM
1271
Tanaka Capital Management
New York
$24K – – –
LF
1272
Lee Financial
Texas
$24K +$7.26K +179 +43%
PWAG
1273
Polaris Wealth Advisory Group
California
$23K – – –
PW
1274
Price Wealth
Texas
$23K +$14.5K +356 +171%
VIA
1275
Vantage Investment Advisors
Pennsylvania
$22K -$10.6K -258 -32%
49 50
51
52 53