MDLZ icon

Mondelez International
MDLZ

Overview Fund Activity

1,545 hedge funds and large institutions have $56B invested in Mondelez International in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 593 increasing their positions, 586 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,545
Holders Change
+23
Holders Change %
+1.51%
% of All Funds
31.76%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.6%
New
125
Increased
593
Reduced
586
Closed
88
Calls
$318M
Puts
$305M
Net Calls
+$12.9M
Net Calls Change
+$19.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$255M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$151M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$146M
4
Capital World Investors
Capital World Investors
California
+$144M
5
LT
Lindsell Train
United Kingdom
+$132M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$195M
2
Invesco
Invesco
Georgia
-$152M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$142M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$137M
5
Ameriprise
Ameriprise
Minnesota
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMTCOCP
1351
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$163K – – –
EI
1352
Ellevest Inc
New York
$162K +$16.9K +331 +12%
TFS
1353
TrustCore Financial Services
Tennessee
$159K -$9.22K -180 -5%
BAM
1354
Bellevue Asset Management
Washington
$156K – – –
ALAM
1355
Asahi Life Asset Management
Japan
$155K +$155K +3,030 New
SNT
1356
Security National Trust
West Virginia
$153K – – –
PIMG
1357
Patriot Investment Management Group
Tennessee
$149K +$149K +2,921 New
AWA
1358
Arkadios Wealth Advisors
Georgia
$149K -$7.24K -137 -5%
CFFP
1359
Center for Financial Planning
Michigan
$141K -$116K -2,259 -45%
SFSIG
1360
San Francisco Sentry Investment Group
California
$139K +$20.7K +406 +17%
LPIC
1361
LeJeune Puetz Investment Counsel
Michigan
$137K – – –
MHR
1362
Matthew Hamilton Rosenberg
$137K +$11K +214 +9%
TF
1363
Tompkins Financial
New York
$137K +$21.1K +415 +18%
FCA
1364
FinTrust Capital Advisors
South Carolina
$132K -$415K -8,093 -76%
JGIA
1365
Jackson Grant Investment Advisers
Connecticut
$130K +$307 +6 +0.2%
AF
1366
Allworth Financial
California
$129K +$30.3K +591 +31%
SIAS
1367
Shine Investment Advisory Services
Colorado
$128K – – –
AS
1368
Altshuler Shaham
Israel
$128K +$128K +2,488 New
EIP
1369
Ellis Investment Partners
Pennsylvania
$127K +$659 +13 +0.5%
C
1370
Cerebellum
California
$127K +$127K +2,965 New
APWM
1371
Atlas Private Wealth Management
New York
$126K +$102 +2 +0.1%
GWS
1372
Glassman Wealth Services
Virginia
$124K +$613 +12 +0.5%
ATC
1373
Adirondack Trust Company
New York
$119K – – –
APC
1374
Aspire Private Capital
North Carolina
$113K +$8.68K +169 +8%
NIM
1375
NuWave Investment Management
New Jersey
$109K +$109K +2,093 New
53 54
55
56 57