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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 %
WOC
1326
West Oak Capital
California
$153K – – –
SNT
1327
Security National Trust
West Virginia
$149K +$68K +1,363 +84%
AWA
1328
Arkadios Wealth Advisors
Georgia
$148K +$1.3K +26 +0.9%
TFO
1329
Tarbox Family Office
California
$144K +$1.55K +31 +1%
EI
1330
Ellevest Inc
New York
$142K +$27.9K +557 +24%
GFPC
1331
Global Financial Private Client
Florida
$139K – – –
LPIC
1332
LeJeune Puetz Investment Counsel
Michigan
$134K – – –
JGIA
1333
Jackson Grant Investment Advisers
Connecticut
$127K +$351 +7 +0.3%
PVH
1334
Psagot Value Holdings
Israel
$126K – – –
SIAS
1335
Shine Investment Advisory Services
Colorado
$126K – – –
MHR
1336
Matthew Hamilton Rosenberg
$124K +$124K +2,457 New
APWM
1337
Atlas Private Wealth Management
New York
$123K -$10.1K -202 -8%
GWS
1338
Glassman Wealth Services
Virginia
$121K -$50.6K -1,010 -29%
EIP
1339
Ellis Investment Partners
Pennsylvania
$121K +$631 +13 +0.5%
SFSIG
1340
San Francisco Sentry Investment Group
California
$116K +$53.7K +1,075 +86%
TF
1341
Tompkins Financial
New York
$114K – – –
DWM
1342
Darwin Wealth Management
Florida
$114K +$114K +2,292 New
FWM
1343
Focused Wealth Management
New York
$113K +$200 +4 +0.2%
S
1344
Seeyond
France
$111K -$9.95K -4,997 -8%
ZB
1345
Zions Bancorporation
Utah
$111K -$108K -2,140 -49%
WFMPM
1346
Woodley Farra Manion Portfolio Management
Indiana
$108K -$72.4K -1,447 -40%
ATC
1347
Adirondack Trust Company
New York
$108K – – –
IFAM
1348
Institutional & Family Asset Management
Colorado
$106K +$1.55K +31 +1%
MFT
1349
Moisand Fitzgerald Tamayo
Florida
$105K +$79.5K +1,584 +311%
TVWM
1350
Tower View Wealth Management
Wisconsin
$104K +$7.68K +153 +8%
52 53
54
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