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Mondelez International
MDLZ

Overview Fund Activity

1,902 hedge funds and large institutions have $74.3B invested in Mondelez International in 2023 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 758 increasing their positions, 712 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,902
Holders Change
-22
Holders Change %
-1.14%
% of All Funds
30.33%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.45%
New
109
Increased
758
Reduced
712
Closed
105
Calls
$370M
Puts
$493M
Net Calls
-$122M
Net Calls Change
-$214M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$429M
2
Capital World Investors
Capital World Investors
California
+$337M
3
VAM
Vontobel Asset Management
New York
+$335M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$314M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$272M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$689M
2
DZ Bank
DZ Bank
Germany
-$319M
3
Goldman Sachs
Goldman Sachs
New York
-$167M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$155M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCGC
1251
Legacy Capital Group California
California
$462K +$208 +3 +0%
RWP
1252
RWA Wealth Partners
Massachusetts
$459K +$46.6K +672 +11%
GPA
1253
Garrison Point Advisors
California
$458K – – –
FBA
1254
Front Barnett Associates
Illinois
$455K – – –
IA
1255
IFG Advisors
Missouri
$454K – – –
OFW
1256
Omnia Family Wealth
Florida
$453K – – –
AR
1257
Advisory Research
Illinois
$452K +$13.5K +195 +3%
CCFP
1258
Charles Carroll Financial Partners
Massachusetts
$452K – – –
LFA
1259
Legacy Financial Advisors
Kentucky
$447K +$36K +519 +9%
MAG
1260
MRA Advisory Group
New Jersey
$446K – – –
IAS
1261
Insigneo Advisory Services
Florida
$445K +$120K +1,716 +37%
WWM
1262
Western Wealth Management
Colorado
$443K +$24.9K +359 +6%
FOFP
1263
Fee-Only Financial Planning
South Carolina
$443K – – –
BWAM
1264
Boyd Watterson Asset Management
Ohio
$442K -$1.18K -17 -0.3%
CA
1265
Cornerstone Advisory
Maryland
$442K +$2.22K +32 +0.5%
CFMC
1266
Curbstone Financial Management Corp
New Hampshire
$442K +$17.4K +250 +4%
DMBA
1267
Deseret Mutual Benefit Administrators
Utah
$439K -$50.9K -734 -10%
MLFP
1268
MPS Loria Financial Planners
Illinois
$438K +$1.6K +23 +0.4%
LA
1269
Lakeside Advisors
Washington
$437K -$27.8K -400 -6%
AWA
1270
Arete Wealth Advisors
Illinois
$436K -$339K -4,879 -44%
CWA
1271
Clearview Wealth Advisors
Oregon
$436K -$11.5K -166 -3%
LFP
1272
Lakeshore Financial Planning
Michigan
$435K +$435K +6,267 New
NRD
1273
Nebula Research & Development
New York
$435K +$435K +6,264 New
BAM
1274
Belpointe Asset Management
Nevada
$433K -$35.6K -513 -8%
PK
1275
Pflug Koory
Nebraska
$431K – – –
49 50
51
52 53