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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 %
AP
1326
Americana Partners
Texas
$416K +$100K +1,432 +32%
MWA
1327
Monograph Wealth Advisors
California
$416K +$416K +5,900 New
RWA
1328
River Wealth Advisors
Pennsylvania
$415K +$415K +5,923 New
SFG
1329
Sovereign Financial Group
Connecticut
$414K +$19.3K +275 +5%
BA
1330
Bluesphere Advisors
Pennsylvania
$414K +$2.17K +31 +0.5%
OSNBOA
1331
Old Second National Bank of Aurora
Illinois
$412K – – –
FHA
1332
Flagship Harbor Advisors
Massachusetts
$410K -$14.4K -205 -3%
SPWG
1333
Sage Private Wealth Group
Illinois
$409K -$18.3K -262 -4%
WWM
1334
Western Wealth Management
Colorado
$409K -$7.42K -106 -2%
CCFM
1335
Clear Creek Financial Management
Washington
$409K +$409K +5,840 New
EWM
1336
Evermay Wealth Management
Virginia
$409K +$10.5K +149 +3%
NGA
1337
Naples Global Advisors
Florida
$407K +$1.83K +26 +0.5%
FAM
1338
Formidable Asset Management
Ohio
$405K +$133K +1,908 +49%
EM
1339
Excalibur Management
Massachusetts
$405K +$48.9K +699 +14%
RMCM
1340
Reynders McVeigh Capital Management
Massachusetts
$404K +$22.5K +321 +6%
WG
1341
Wealth Group
North Carolina
$404K +$404K +5,769 New
MPM
1342
Meritage Portfolio Management
Kansas
$403K +$350 +5 +0.1%
PRWA
1343
Platte River Wealth Advisors
Colorado
$403K -$70K -1,000 -15%
EIG
1344
Ellenbecker Investment Group
Wisconsin
$403K +$1.54K +22 +0.4%
MAG
1345
MRA Advisory Group
New Jersey
$402K -$48K -686 -11%
SL
1346
Salomon & Ludwin
Virginia
$401K +$12.7K +182 +3%
RFO
1347
RiverGlades Family Offices
Florida
$400K – – –
AFG
1348
Allegheny Financial Group
Pennsylvania
$400K – – –
GC
1349
Gratus Capital
Georgia
$399K +$155K +2,219 +64%
IDBONY
1350
Israel Discount Bank of New York
New York
$397K -$293K -4,182 -42%
52 53
54
55 56