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Mondelez International
MDLZ

Overview Fund Activity

1,522 hedge funds and large institutions have $55.1B invested in Mondelez International in 2020 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 565 increasing their positions, 634 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
-51
Holders Change %
-3.24%
% of All Funds
33.62%
Holding in Top 10
34
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+41.67%
% of All Funds
0.75%
New
111
Increased
565
Reduced
634
Closed
145
Calls
$318M
Puts
$324M
Net Calls
-$6.38M
Net Calls Change
+$188M

Top Buyers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$233M
2
UBS AM
UBS AM
Illinois
+$194M
3
Capital International Investors
Capital International Investors
California
+$125M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$114M
5
BlackRock
BlackRock
New York
+$102M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$333M
2
SGA
Sustainable Growth Advisers
Connecticut
-$327M
3
Boston Partners
Boston Partners
Massachusetts
-$234M
4
LT
Lindsell Train
United Kingdom
-$160M
5
Invesco
Invesco
Georgia
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
WQ
1301
Wealth Quarterback
New Jersey
$203K -$817K -16,315 -80%
PIG
1302
Pantheon Investment Group
California
$203K – – –
Cetera Investment Advisers
1303
Cetera Investment Advisers
Illinois
$201K -$150 -3 -0.1%
AWA
1304
Acorn Wealth Advisors
Michigan
$201K +$627 +12 +0.3%
KTC
1305
Kistler-Tiffany Companies
Pennsylvania
$193K – – –
VC
1306
Vestor Capital
Illinois
$192K – – –
O
1307
Ossiam
France
$188K -$829K -16,545 -82%
CT
1308
Clearstead Trust
Maine
$185K -$23.8K -475 -11%
BCA
1309
Berman Capital Advisors
Georgia
$185K +$52.5K +1,053 +40%
AIM
1310
AIA Investment Management
Singapore
$184K – – –
TIA
1311
Tiemann Investment Advisors
California
$183K -$5.02K -100 -3%
AIC
1312
Archer Investment Corporation
Indiana
$175K -$21.4K -429 -11%
AA
1313
Advisory Alpha
Michigan
$175K +$3.54K +69 +2%
BAM
1314
Barrett Asset Management
New York
$170K – – –
HGWM
1315
Harvest Group Wealth Management
Massachusetts
$170K +$299 +6 +0.2%
DOA
1316
D'Orazio & Associates
Virginia
$169K -$8.34K -167 -5%
TL
1317
TrueWealth LLC
Georgia
$169K -$7.17K -143 -4%
GWMIA
1318
Global Wealth Management Investment Advisory
Florida
$169K – – –
PA
1319
Procyon Advisors
Connecticut
$168K -$3.61K -72 -2%
TFS
1320
TrustCore Financial Services
Tennessee
$165K +$45.2K +900 +38%
FMTCOCP
1321
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$160K -$22.8K -455 -12%
GSWM
1322
Golden State Wealth Management
California
$160K +$160K +3,192 New
SBL
1323
Sargent Bickham Lagudis
Colorado
$159K +$24.1K +482 +18%
KFI
1324
Key Financial Inc
Pennsylvania
$157K +$157K +3,074 New
BAM
1325
Bellevue Asset Management
Washington
$156K +$10.7K +208 +7%
51 52
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