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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 %
SIC
1276
Sterling Investment Counsel
New York
$460K +$74.5K +1,029 +19%
MLFP
1277
MPS Loria Financial Planners
Illinois
$459K +$2.1K +29 +0.5%
CWM
1278
C2C Wealth Management
Arizona
$456K -$474K -6,562 -51%
PCM
1279
Penserra Capital Management
California
$455K -$95.6K -1,323 -17%
AWM
1280
Aries Wealth Management
Maine
$454K -$33.8K -467 -7%
V
1281
VeraBank
Texas
$452K +$19.8K +274 +5%
CWA
1282
Clearview Wealth Advisors
Oregon
$452K -$3.26K -45 -0.7%
HFP
1283
Holistic Financial Partners
Indiana
$451K +$73.5K +1,015 +19%
NG
1284
Norden Group
Utah
$450K +$118K +1,629 +35%
PK
1285
Pflug Koory
Nebraska
$450K – – –
TPWA
1286
TRUE Private Wealth Advisors
Oregon
$450K +$2.32K +32 +0.5%
PFP
1287
Paragon Financial Partners
California
$449K – – –
LFP
1288
Lakeshore Financial Planning
Michigan
$449K -$4.78K -66 -1%
BWAM
1289
Boyd Watterson Asset Management
Ohio
$448K -$13K -180 -3%
SAM
1290
Sompo Asset Management
Japan
$448K -$81.1K -1,120 -15%
WAM
1291
Weiss Asset Management
Massachusetts
$443K +$443K +6,120 New
SHFA
1292
SC&H Financial Advisors
Maryland
$443K -$2.25K -31 -0.5%
SPWG
1293
Sage Private Wealth Group
Illinois
$443K +$62.3K +860 +16%
VIP
1294
Vista Investment Partners
Oklahoma
$443K +$443K +6,111 New
ABLA
1295
Alan B. Lancz & Associates
Ohio
$442K – – –
SSWM
1296
Sheets Smith Wealth Management
North Carolina
$441K -$402K -5,553 -48%
SSW
1297
Smith Shellnut Wilson
Mississippi
$439K -$3.11K -43 -0.7%
OPTFSNA
1298
Old Point Trust & Financial Services N A
Virginia
$439K -$46.1K -637 -10%
FHA
1299
Flagship Harbor Advisors
Massachusetts
$439K -$1.23K -17 -0.3%
MGAM
1300
McGowan Group Asset Management
Texas
$437K – – –
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