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Mondelez International
MDLZ

Overview Fund Activity

1,545 hedge funds and large institutions have $56B invested in Mondelez International in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 593 increasing their positions, 586 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,545
Holders Change
+23
Holders Change %
+1.51%
% of All Funds
31.76%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.6%
New
125
Increased
593
Reduced
586
Closed
88
Calls
$318M
Puts
$305M
Net Calls
+$12.9M
Net Calls Change
+$19.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$255M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$151M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$146M
4
Capital World Investors
Capital World Investors
California
+$144M
5
LT
Lindsell Train
United Kingdom
+$132M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$195M
2
Invesco
Invesco
Georgia
-$152M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$142M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$137M
5
Ameriprise
Ameriprise
Minnesota
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCAM
1251
Van Cleef Asset Management
Ohio
$245K +$245K +4,792 New
SFSG
1252
Stearns Financial Services Group
North Carolina
$243K +$6.54K +128 +3%
IWC
1253
Integrated Wealth Concepts
Massachusetts
$243K +$243K +4,745 New
BIAS
1254
Beacon Investment Advisory Services
New Jersey
$241K -$8.43K -165 -3%
MSR
1255
Main Street Research
Connecticut
$241K -$714 -14 -0.3%
MCM
1256
Maryland Capital Management
Maryland
$241K +$4.25K +83 +2%
BWP
1257
BSW Wealth Partners
Colorado
$240K +$240K +4,701 New
PWP
1258
Principle Wealth Partners
Connecticut
$239K – – –
GW
1259
GW & Wade
Massachusetts
$239K +$18.4K +360 +8%
QPWM
1260
Quadrant Private Wealth Management
Pennsylvania
$238K -$30.5K -596 -11%
ISWM
1261
Independent Solutions Wealth Management
New York
$238K -$3.84K -75 -2%
PWM
1262
Perigon Wealth Management
California
$236K -$9.56K -187 -4%
SMC
1263
Smith, Moore & Co
Missouri
$236K -$7.77K -152 -3%
CA
1264
Calton & Associates
Florida
$236K +$236K +4,614 New
LC
1265
Lindbrook Capital
California
$235K -$16.7K -326 -7%
WPIC
1266
White Pine Investment Company
Michigan
$235K – – –
FIM
1267
Freedom Investment Management
Connecticut
$235K +$1.64K +32 +0.7%
PFA
1268
Pathway Financial Advisors
Vermont
$234K -$30.7K -600 -12%
BFC
1269
Bedel Financial Consulting
Indiana
$234K -$562 -11 -0.2%
DIM
1270
Delta Investment Management
California
$234K – – –
WI
1271
Wintrust Investments
Illinois
$233K -$16.6K -325 -7%
FAM
1272
Formidable Asset Management
Ohio
$233K +$233K +4,445 New
Holocene Advisors
1273
Holocene Advisors
New York
$232K -$45.8M -894,131 -99%
MAM
1274
Magellan Asset Management
Australia
$232K -$188K -3,683 -45%
9WM
1275
9258 Wealth Management
Ohio
$232K +$16.6K +325 +8%
49 50
51
52 53