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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 %
ABLA
1251
Alan B. Lancz & Associates
Ohio
$425K – – –
CIA
1252
Citadel Investment Advisory
Ohio
$425K – – –
TPWA
1253
TRUE Private Wealth Advisors
Oregon
$424K -$1.19K -17 -0.3%
WSC
1254
Wellington Shields & Co
New York
$422K – – –
FWM
1255
Fingerlakes Wealth Management
New York
$422K +$2.44K +35 +0.6%
EWA
1256
Exencial Wealth Advisors
Oklahoma
$421K -$8.16K -117 -2%
EGM
1257
Engineers Gate Manager
New York
$419K +$419K +6,006 New
SB
1258
Strategic Blueprint
Georgia
$417K +$10.7K +154 +3%
V
1259
VeraBank
Texas
$416K -$54.2K -777 -12%
EWM
1260
Evermay Wealth Management
Virginia
$412K – – –
OPTFSNA
1261
Old Point Trust & Financial Services N A
Virginia
$409K – – –
SIA
1262
SkyView Investment Advisors
New Jersey
$409K -$5.52K -79 -1%
FWTB
1263
First Western Trust Bank
Colorado
$407K – – –
CW
1264
CreativeOne Wealth
Kansas
$407K +$4.74K +68 +1%
PWMG
1265
Pinnacle Wealth Management Group
Michigan
$404K -$48.8K -700 -11%
RW
1266
Rede Wealth
Virginia
$404K +$349 +5 +0.1%
BA
1267
Bluesphere Advisors
Pennsylvania
$404K +$1.53K +22 +0.4%
HAG
1268
HF Advisory Group
Maryland
$403K +$23.3K +334 +6%
PRWA
1269
Platte River Wealth Advisors
Colorado
$401K -$24.4K -350 -6%
VWA
1270
Visionary Wealth Advisors
Illinois
$401K +$70.7K +1,014 +21%
DC
1271
DeDora Capital
California
$400K -$24.8K -356 -6%
RMCM
1272
Reynders McVeigh Capital Management
Massachusetts
$400K -$11.4K -164 -3%
MPM
1273
Meritage Portfolio Management
Kansas
$400K +$349 +5 +0.1%
DCM
1274
Deuterium Capital Management
Florida
$400K +$400K +5,736 New
HAC
1275
Harbor Advisory Corp
New Hampshire
$400K – – –
49 50
51
52 53