MDLZ icon

Mondelez International
MDLZ

Overview Fund Activity

1,902 hedge funds and large institutions have $74.3B invested in Mondelez International in 2023 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 758 increasing their positions, 712 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,902
Holders Change
-22
Holders Change %
-1.14%
% of All Funds
30.33%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.45%
New
109
Increased
758
Reduced
712
Closed
105
Calls
$370M
Puts
$493M
Net Calls
-$122M
Net Calls Change
-$214M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$429M
2
Capital World Investors
Capital World Investors
California
+$337M
3
VAM
Vontobel Asset Management
New York
+$335M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$314M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$272M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$689M
2
DZ Bank
DZ Bank
Germany
-$319M
3
Goldman Sachs
Goldman Sachs
New York
-$167M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$155M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMCM
1326
Reynders McVeigh Capital Management
Massachusetts
$380K -$2.71K -39 -0.7%
CFFP
1327
Center for Financial Planning
Michigan
$380K -$3.4K -49 -0.9%
CAMG
1328
CWA Asset Management Group
Florida
$373K +$44K +634 +13%
BCG
1329
Breakwater Capital Group
New Jersey
$372K +$89.9K +1,346 +32%
SWP
1330
Summit Wealth Partners
Florida
$370K +$34K +490 +10%
Aristotle Capital Management
1331
Aristotle Capital Management
California
$369K – – –
SIC
1332
Sterling Investment Counsel
New York
$369K +$32.5K +468 +10%
DBRC
1333
D.B. Root & Company
Pennsylvania
$368K -$326K -4,697 -47%
SIG
1334
Spinnaker Investment Group
California
$367K – – –
GSC
1335
Ground Swell Capital
South Carolina
$366K +$366K +5,275 New
GEA
1336
Glen Eagle Advisors
New Jersey
$366K -$19K -274 -5%
BPCA
1337
Bank Pictet & Cie (Asia)
Singapore
$365K +$365K +5,260 New
DWM
1338
Drive Wealth Management
Utah
$365K +$11K +158 +3%
BW
1339
Bison Wealth
Georgia
$365K -$86.7K -1,249 -19%
JWM
1340
Jeppson Wealth Management
California
$365K +$6.18K +89 +2%
SPWG
1341
Sage Private Wealth Group
Illinois
$364K +$6.11K +88 +2%
VCP
1342
Verus Capital Partners
Arizona
$364K +$60.8K +876 +20%
WSC
1343
Wellington Shields & Co
New York
$363K -$57.3K -826 -14%
IF
1344
Intrua Financial
Texas
$362K -$9.92K -143 -3%
CBOR
1345
Community Bank of Raymore
Missouri
$362K – – –
HFP
1346
Holistic Financial Partners
Indiana
$362K +$5.21K +75 +1%
EM
1347
Excalibur Management
Massachusetts
$359K +$15.3K +220 +4%
SFG
1348
Sovereign Financial Group
Connecticut
$359K -$33.7K -486 -9%
BWP
1349
Baldwin Wealth Partners
Massachusetts
$357K -$143K -2,059 -29%
BHWM
1350
Bar Harbor Wealth Management
New Hampshire
$357K – – –
52 53
54
55 56