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Mondelez International
MDLZ

Overview Fund Activity

1,987 hedge funds and large institutions have $78.9B invested in Mondelez International in 2023 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 724 increasing their positions, 737 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+85
Holders Change %
+4.47%
% of All Funds
29.13%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.34%
New
230
Increased
724
Reduced
737
Closed
119
Calls
$358M
Puts
$448M
Net Calls
-$90.1M
Net Calls Change
+$32.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.6B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$466M
3
Ameriprise
Ameriprise
Minnesota
+$204M
4
First Trust Advisors
First Trust Advisors
Illinois
+$180M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$122M

Top Sellers

1
BlackRock
BlackRock
New York
-$181M
2
Citadel Advisors
Citadel Advisors
Florida
-$123M
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$101M
4
Prudential Financial
Prudential Financial
New Jersey
-$92.8M
5
Parnassus Investments
Parnassus Investments
California
-$87.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCS
1251
Personal CFO Solutions
New Jersey
$489K -$35.4K -489 -7%
PWW
1252
Pettyjohn Wood & White
Virginia
$489K -$7.24K -100 -1%
NQWM
1253
Northwest Quadrant Wealth Management
Oregon
$488K +$2.39K +33 +0.5%
SCP
1254
Sandhill Capital Partners
New York
$485K – – –
PWP
1255
Phillips Wealth Planners
Mississippi
$484K +$103K +1,414 +27%
FFBTD
1256
First Financial Bank - Trust Division
Ohio
$484K +$1.52K +21 +0.3%
9WM
1257
9258 Wealth Management
Ohio
$483K -$39.1K -540 -7%
WSCM
1258
Wellington Shields Capital Management
New York
$478K -$127K -1,760 -21%
GPA
1259
Garrison Point Advisors
California
$478K – – –
FFP
1260
FourThought Financial Partners
Florida
$478K -$10.7K -148 -2%
RSWM
1261
Robertson Stephens Wealth Management
California
$478K +$253K +3,467 +112%
FPAS
1262
Focus Partners Advisor Solutions
Missouri
$477K -$353K -4,870 -43%
CCFP
1263
Charles Carroll Financial Partners
Massachusetts
$472K – – –
OFW
1264
Omnia Family Wealth
Florida
$469K -$3.86K -53 -0.8%
LFA
1265
Legacy Financial Advisors
Kentucky
$469K +$1.88K +26 +0.4%
PJSIMP
1266
P.J. Schmidt Investment Management (PJS)
Wisconsin
$469K +$3.83K +51 +0.8%
PI
1267
PFG Investments
New York
$469K +$99.8K +1,378 +27%
SCM
1268
Stevens Capital Management
Pennsylvania
$467K +$467K +6,449 New
MAG
1269
MRA Advisory Group
New Jersey
$465K – – –
BCG
1270
Breakwater Capital Group
New Jersey
$462K +$54.9K +751 +13%
FOFP
1271
Fee-Only Financial Planning
South Carolina
$462K – – –
VAS
1272
Valicenti Advisory Services
New York
$462K -$43.1K -595 -9%
IA
1273
IFG Advisors
Missouri
$462K -$12K -166 -3%
CFMC
1274
Curbstone Financial Management Corp
New Hampshire
$461K – – –
LA
1275
Lakeside Advisors
Washington
$461K +$5.07K +70 +1%
49 50
51
52 53