MDLZ icon

Mondelez International
MDLZ

Overview Fund Activity

1,545 hedge funds and large institutions have $56B invested in Mondelez International in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 593 increasing their positions, 586 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,545
Holders Change
+23
Holders Change %
+1.51%
% of All Funds
31.76%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.6%
New
125
Increased
593
Reduced
586
Closed
88
Calls
$318M
Puts
$305M
Net Calls
+$12.9M
Net Calls Change
+$19.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$255M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$151M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$146M
4
Capital World Investors
Capital World Investors
California
+$144M
5
LT
Lindsell Train
United Kingdom
+$132M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$195M
2
Invesco
Invesco
Georgia
-$152M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$142M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$137M
5
Ameriprise
Ameriprise
Minnesota
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1301
Exencial Wealth Advisors
Oklahoma
$217K +$217K +4,244 New
PAA
1302
Peregrine Asset Advisers
Oregon
$216K -$219K -4,285 -50%
FWM
1303
Focused Wealth Management
New York
$216K +$100K +1,954 +86%
IA
1304
IndexIQ Advisors
New York
$214K +$189K +3,697 +751%
GPA
1305
Garrison Point Advisors
California
$213K – – –
ACG
1306
Allen Capital Group
Nebraska
$213K +$213K +4,176 New
HPWM
1307
Highland Private Wealth Management
Washington
$212K +$212K +4,137 New
MWPCG
1308
Measured Wealth Private Client Group
New Hampshire
$212K +$212K +4,142 New
VAM
1309
Verity Asset Management
North Carolina
$212K +$212K +4,145 New
GIM
1310
Grassi Investment Management
California
$210K – – –
DTC
1311
Davidson Trust Company
Washington
$210K +$210K +4,124 New
DWM
1312
Doyle Wealth Management
Florida
$209K -$11.1K -216 -5%
MGAM
1313
McGowan Group Asset Management
Texas
$209K +$51 +1 +0%
QI
1314
Qtron Investments
Massachusetts
$208K -$131K -2,564 -39%
KA
1315
Kovack Advisors
Florida
$207K -$244K -4,777 -54%
PIG
1316
Pantheon Investment Group
California
$207K – – –
AA
1317
Advisory Alpha
Michigan
$207K +$16.7K +298 +9%
OWP
1318
Obermeyer Wealth Partners
Colorado
$206K +$206K +4,033 New
WTB
1319
Washington Trust Bank
Washington
$205K -$19.9K -389 -9%
AAM
1320
AMI Asset Management
California
$205K +$205K +4,006 New
GSBTD
1321
Glenview State Bank Trust Department
Illinois
$205K +$205K +4,019 New
CPIA
1322
Cornell Pochily Investment Advisors
New York
$204K -$69.3K -1,353 -25%
WQ
1323
Wealth Quarterback
New Jersey
$204K -$4.15K -81 -2%
MOS
1324
MGO One Seven
Ohio
$204K +$204K +3,997 New
CRC
1325
Curi RMB Capital
Illinois
$203K +$203K +3,956 New
51 52
53
54 55