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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 %
BWP
1301
BSW Wealth Partners
Colorado
$435K -$166K -2,287 -28%
SB
1302
Simmons Bank
Arkansas
$434K +$17.7K +245 +4%
SGI
1303
Summit Global Investments
Utah
$434K -$3.33M -45,902 -88%
AFG
1304
Atomi Financial Group
New York
$434K +$434K +5,986 New
SEC
1305
Seven Eight Capital
New York
$433K +$433K +5,984 New
AWA
1306
Arete Wealth Advisors
Illinois
$433K -$22.5K -310 -5%
SFG
1307
Summit Financial Group
West Virginia
$432K – – –
WWM
1308
Western Wealth Management
Colorado
$431K -$31.6K -436 -7%
WP
1309
WealthPLAN Partners
Nebraska
$429K – – –
CAL
1310
Capital Analysts LLC
Pennsylvania
$428K +$145K +1,997 +51%
OSNBOA
1311
Old Second National Bank of Aurora
Illinois
$426K – – –
BA
1312
Bluesphere Advisors
Pennsylvania
$426K +$2.61K +36 +0.6%
WP
1313
WealthSource Partners
California
$424K +$3.11K +43 +0.7%
AA
1314
Addison Advisors
Vermont
$424K +$4.85K +67 +1%
SIG
1315
Sargent Investment Group
Maryland
$424K +$7.61K +105 +2%
HFM
1316
Hartford Funds Management
Pennsylvania
$423K +$119K +1,644 +39%
ARC
1317
Advisor Resource Council
Texas
$422K +$422K +5,829 New
AWA
1318
Arkadios Wealth Advisors
Georgia
$422K +$102K +1,403 +32%
PPC
1319
Park Place Capital
Alabama
$421K -$468K -6,463 -53%
NGA
1320
Naples Global Advisors
Florida
$420K – – –
RFO
1321
RiverGlades Family Offices
Florida
$419K – – –
MPM
1322
Meritage Portfolio Management
Kansas
$417K +$435 +6 +0.1%
EIG
1323
Ellenbecker Investment Group
Wisconsin
$415K +$219K +3,025 +112%
AFG
1324
Allegheny Financial Group
Pennsylvania
$413K +$145 +2 +0%
EWA
1325
Exencial Wealth Advisors
Oklahoma
$413K +$45.3K +625 +12%
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