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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 %
PFP
1276
Paragon Financial Partners
California
$430K -$33.7K -485 -7%
TPWA
1277
TRUE Private Wealth Advisors
Oregon
$428K +$7.91K +114 +2%
GC
1278
Gilbert & Cook
Iowa
$427K -$522K -7,517 -55%
SHFA
1279
SC&H Financial Advisors
Maryland
$427K +$2.57K +37 +0.6%
SSW
1280
Smith Shellnut Wilson
Mississippi
$424K – – –
ABLA
1281
Alan B. Lancz & Associates
Ohio
$423K – – –
AWM
1282
Aries Wealth Management
Maine
$422K +$22.8K +364 +6%
FHA
1283
Flagship Harbor Advisors
Massachusetts
$422K +$30.3K +437 +8%
AMCA
1284
Arthur M. Cohen & Associates
Illinois
$421K – – –
CIA
1285
Citadel Investment Advisory
Ohio
$419K -$4.79K -69 -1%
MGAM
1286
McGowan Group Asset Management
Texas
$418K – – –
V
1287
VeraBank
Texas
$414K – – –
SFG
1288
Summit Financial Group
West Virginia
$414K – – –
HH
1289
Hilltop Holdings
Texas
$411K +$29.7K +428 +8%
WP
1290
WealthPLAN Partners
Nebraska
$411K -$4.79K -69 -1%
FWM
1291
Fingerlakes Wealth Management
New York
$410K +$2.22K +32 +0.5%
HW
1292
Hancock Whitney
Mississippi
$409K -$27.6K -398 -6%
OSNBOA
1293
Old Second National Bank of Aurora
Illinois
$408K -$14.4K -208 -3%
WTA
1294
Washington Trust Advisors
Massachusetts
$406K +$46.4K +668 +13%
BA
1295
Bluesphere Advisors
Pennsylvania
$406K +$1.74K +25 +0.4%
FWA
1296
FSM Wealth Advisors
Ohio
$405K -$93.5K -1,347 -19%
WP
1297
WealthSource Partners
California
$404K -$22.7K -327 -5%
CCA
1298
Cottonwood Capital Advisors
Utah
$403K +$170K +2,450 +73%
NGA
1299
Naples Global Advisors
Florida
$402K -$13.6K -195 -3%
AA
1300
Addison Advisors
Vermont
$402K +$11.5K +166 +3%
50 51
52
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