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Mondelez International
MDLZ

Overview Fund Activity

1,946 hedge funds and large institutions have $69.3B invested in Mondelez International in 2024 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 717 increasing their positions, 799 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,946
Holders Change
-30
Holders Change %
-1.52%
% of All Funds
28.3%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.09%
New
132
Increased
717
Reduced
799
Closed
130
Calls
$305M
Puts
$230M
Net Calls
+$74.7M
Net Calls Change
+$189M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$806M
2
Vontobel Holding
Vontobel Holding
Switzerland
+$607M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$438M
4
Capital World Investors
Capital World Investors
California
+$376M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$314M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$889M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$599M
3
ClearBridge Investments
ClearBridge Investments
New York
-$195M
4
LT
Lindsell Train
United Kingdom
-$183M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1326
Accurate Wealth Management
Florida
$365K +$28K +434 +8%
LFA
1327
Legacy Financial Advisors
Kentucky
$365K -$68.2K -1,042 -16%
KIA
1328
Knollwood Investment Advisory
Maryland
$364K +$364K +5,556 New
JSW
1329
Journey Strategic Wealth
New Jersey
$364K +$364K +5,556 New
FWTB
1330
First Western Trust Bank
Colorado
$364K – – –
MFGM
1331
Marshall Financial Group (Maryland)
Maryland
$363K – – –
NRC
1332
New Republic Capital
North Carolina
$363K +$74.1K +1,125 +26%
SIM
1333
Stratos Investment Management
Ohio
$362K -$65.3K -997 -15%
4FG
1334
4Thought Financial Group
New York
$359K +$2.29K +35 +0.6%
DWM
1335
Drive Wealth Management
Utah
$358K -$8.43K -128 -2%
CFFP
1336
Center for Financial Planning
Michigan
$358K – – –
RDWM
1337
Red Door Wealth Management
Tennessee
$358K +$5.04K +77 +1%
UCB
1338
United Community Bank
South Carolina
$357K +$92.1K +1,407 +35%
FAIM
1339
Financial Advocates Investment Management
Washington
$356K -$139K -2,123 -28%
FWM
1340
Fingerlakes Wealth Management
New York
$356K +$2.23K +34 +0.6%
CIS
1341
Custom Index Systems
New York
$355K +$84.2K +1,287 +31%
CBT
1342
CoreFirst Bank & Trust
Kansas
$353K -$14.1K -215 -4%
FWA
1343
FSM Wealth Advisors
Ohio
$353K -$2.09K -32 -0.6%
DCM
1344
Driehaus Capital Management
Illinois
$353K -$350K -5,351 -50%
SIG
1345
Spinnaker Investment Group
California
$353K +$3.86K +59 +1%
Aristotle Capital Management
1346
Aristotle Capital Management
California
$352K – – –
BHWM
1347
Bar Harbor Wealth Management
New Hampshire
$351K -$17.8K -272 -5%
CA
1348
Carson Advisory
Georgia
$350K +$105K +1,601 +43%
SWP
1349
Summit Wealth Partners
Florida
$349K – – –
NAM
1350
NTV Asset Management
West Virginia
$347K +$14.4K +220 +4%
52 53
54
55 56