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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 %
KFGK
1351
Keystone Financial Group (Kentucky)
Kentucky
$356K – – –
AWM
1352
Affinity Wealth Management
Delaware
$356K – – –
AA
1353
Ancora Advisors
Ohio
$356K -$125K -1,800 -26%
TA
1354
Tiedemann Advisors
New York
$355K +$355K +5,082 New
CUAMC
1355
China Universal Asset Management Company
China
$354K +$246K +3,532 +230%
PI
1356
PFG Investments
New York
$353K -$3.19K -46 -0.9%
LWM
1357
Laidlaw Wealth Management
New York
$353K +$104K +1,505 +42%
EWA
1358
Exencial Wealth Advisors
Oklahoma
$353K -$8.26K -119 -2%
CIM
1359
CIM Investment Management
Pennsylvania
$352K -$5.97K -86 -2%
ACM
1360
Altrius Capital Management
North Carolina
$351K +$18.5K +267 +6%
BI
1361
Ballast Inc
Kentucky
$351K – – –
SAM
1362
Summit Asset Management
Tennessee
$350K – – –
FFIC
1363
First Fiduciary Investment Counsel
Ohio
$350K +$3.19K +46 +0.9%
HAC
1364
Harbor Advisory Corp
New Hampshire
$350K -$13.5K -195 -4%
RDWM
1365
Red Door Wealth Management
Tennessee
$347K +$21.6K +311 +7%
AC
1366
Allstate Corporation
Illinois
$347K – – –
IFWM
1367
Institute for Wealth Management
Colorado
$347K – – –
PP
1368
PDS Planning
Ohio
$346K +$1.32K +19 +0.4%
DOA
1369
D'Orazio & Associates
Virginia
$346K -$12.5K -180 -3%
MC
1370
Montag & Caldwell
Georgia
$344K – – –
SB
1371
Strategic Blueprint
Georgia
$344K -$74.8K -1,078 -18%
CPIG
1372
Chicago Partners Investment Group
Illinois
$344K -$34.5K -539 -9%
CA
1373
CoreCap Advisors
Michigan
$344K +$35.9K +517 +12%
IWA
1374
Inspirion Wealth Advisors
Illinois
$344K – – –
KWS
1375
Keystone Wealth Services
California
$342K -$2.08K -30 -0.6%
53 54
55
56 57