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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 %
SIC
1351
Samalin Investment Counsel
New York
$397K -$97K -1,385 -20%
HAG
1352
HF Advisory Group
Maryland
$395K +$2.31K +33 +0.6%
CFGS
1353
Concourse Financial Group Securities
Alabama
$395K -$170K -2,415 -30%
BHWM
1354
Bar Harbor Wealth Management
New Hampshire
$394K +$61.7K +882 +19%
AWA
1355
Arkadios Wealth Advisors
Georgia
$393K -$14.4K -206 -4%
CBT
1356
CoreFirst Bank & Trust
Kansas
$393K -$6.3K -90 -2%
DWM
1357
Drive Wealth Management
Utah
$392K +$12.5K +177 +3%
GIA
1358
GHP Investment Advisors
Colorado
$391K +$26.6K +380 +7%
FWTB
1359
First Western Trust Bank
Colorado
$389K – – –
MFGM
1360
Marshall Financial Group (Maryland)
Maryland
$388K – – –
RIA
1361
Realta Investment Advisors
Delaware
$387K -$12.1K -173 -3%
ACI
1362
Alpha Cubed Investments
California
$386K +$59.2K +845 +18%
CCG
1363
Catalina Capital Group
California
$386K +$386K +5,508 New
CIA
1364
Citadel Investment Advisory
Ohio
$384K – – –
CWA
1365
Clearview Wealth Advisors
Oregon
$384K -$53.1K -759 -12%
CFFP
1366
Center for Financial Planning
Michigan
$383K – – –
4FG
1367
4Thought Financial Group
New York
$382K +$2.24K +32 +0.6%
FWA
1368
FSM Wealth Advisors
Ohio
$380K -$17.6K -252 -4%
EWA
1369
Exencial Wealth Advisors
Oklahoma
$379K -$20.5K -293 -5%
BI
1370
Ballast Inc
Kentucky
$378K +$24.9K +355 +7%
FWM
1371
Fingerlakes Wealth Management
New York
$378K -$210 -3 -0.1%
ITB
1372
Idaho Trust Bank
Idaho
$378K +$378K +5,399 New
RDWM
1373
Red Door Wealth Management
Tennessee
$377K -$2.24K -32 -0.6%
Aristotle Capital Management
1374
Aristotle Capital Management
California
$377K – – –
WIS
1375
Wright Investors Service
Connecticut
$376K +$376K +5,365 New
53 54
55
56 57