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Mondelez International
MDLZ

Overview Fund Activity

1,976 hedge funds and large institutions have $74.6B invested in Mondelez International in 2024 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 737 increasing their positions, 777 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
-11
Holders Change %
-0.55%
% of All Funds
28.64%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.22%
New
137
Increased
737
Reduced
777
Closed
116
Calls
$314M
Puts
$429M
Net Calls
-$115M
Net Calls Change
-$24.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.17B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$595M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$469M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$252M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$154M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.53B
2
Capital World Investors
Capital World Investors
California
-$678M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$479M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$338M
5
Capital International Investors
Capital International Investors
California
-$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
PK
1301
Pflug Koory
Nebraska
$435K – – –
AWM
1302
Aviso Wealth Management
Washington
$433K +$135K +1,935 +45%
TPWA
1303
TRUE Private Wealth Advisors
Oregon
$433K -$1.12K -16 -0.3%
SAM
1304
Sompo Asset Management
Japan
$433K – – –
Wolverine Trading
1305
Wolverine Trading
Illinois
$432K -$534K -7,633 -55%
LA
1306
Lakeside Advisors
Washington
$431K -$14K -200 -3%
VIP
1307
Vista Investment Partners
Oklahoma
$428K +$560 +8 +0.1%
SHFA
1308
SC&H Financial Advisors
Maryland
$428K -$420 -6 -0.1%
CUAMC
1309
China Universal Asset Management Company
China
$427K +$237K +3,366 +124%
SSWM
1310
Sheets Smith Wealth Management
North Carolina
$426K +$140 +2 +0%
LFP
1311
Lakeshore Financial Planning
Michigan
$425K -$9.31K -133 -2%
AA
1312
Addison Advisors
Vermont
$424K +$14.6K +209 +4%
OPTFSNA
1313
Old Point Trust & Financial Services N A
Virginia
$424K – – –
EWS
1314
Eagle Wealth Strategies
New Jersey
$423K +$423K +6,070 New
CRI
1315
Colonial River Investments
Virginia
$423K +$209K +2,986 +98%
MGAM
1316
McGowan Group Asset Management
Texas
$422K – – –
GF
1317
Gries Financial
Ohio
$422K +$48.2K +689 +13%
HFP
1318
Holistic Financial Partners
Indiana
$420K -$15.5K -222 -4%
WG
1319
Winton Group
United Kingdom
$420K +$420K +5,997 New
PWP
1320
Phillips Wealth Planners
Mississippi
$419K -$19K -288 -4%
BWAM
1321
Boyd Watterson Asset Management
Ohio
$418K -$15.7K -224 -4%
SFG
1322
Summit Financial Group
West Virginia
$417K – – –
CAL
1323
Capital Analysts LLC
Pennsylvania
$417K +$3.43K +49 +0.8%
AA
1324
Advisory Alpha
Michigan
$417K +$97.5K +1,393 +31%
LFM
1325
LGT Fund Management
Liechtenstein
$417K -$364K -5,200 -47%
51 52
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