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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 %
SWP
1376
Summit Wealth Partners
Florida
$373K – – –
SIG
1377
Spinnaker Investment Group
California
$373K +$2.59K +37 +0.7%
CPIG
1378
Chicago Partners Investment Group
Illinois
$372K -$424 -6 -0.1%
GGI
1379
Godsey & Gibb Inc
Virginia
$371K +$32.2K +460 +9%
DIM
1380
Delta Investment Management
California
$369K – – –
DBRC
1381
D.B. Root & Company
Pennsylvania
$369K -$140 -2 -0%
BPCA
1382
Bank Pictet & Cie (Asia)
Singapore
$368K – – –
GEA
1383
Glen Eagle Advisors
New Jersey
$368K -$1.33K -19 -0.4%
JWM
1384
Jeppson Wealth Management
California
$368K – – –
SSW
1385
Smith Shellnut Wilson
Mississippi
$367K -$57.8K -825 -14%
MA
1386
MONECO Advisors
Connecticut
$367K +$36.1K +516 +11%
WP
1387
WealthPLAN Partners
Nebraska
$366K -$48.5K -693 -12%
VWA
1388
Visionary Wealth Advisors
Illinois
$363K -$840 -12 -0.2%
GPI
1389
General Partner Inc
Pennsylvania
$362K +$117K +1,676 +48%
AWM
1390
Affinity Wealth Management
Delaware
$359K – – –
BIAS
1391
Beacon Investment Advisory Services
New Jersey
$358K +$134K +1,916 +60%
AAS
1392
Ameritas Advisory Services
Nebraska
$358K -$135K -1,915 -27%
PPWP
1393
Premier Path Wealth Partners
New Jersey
$357K +$1.05K +15 +0.3%
VFP
1394
Verus Financial Partners
Virginia
$357K -$287K -4,106 -45%
CCM
1395
Chilton Capital Management
Texas
$357K – – –
NAM
1396
NTV Asset Management
West Virginia
$356K +$115K +1,649 +48%
WFI
1397
West Family Investments
California
$356K +$356K +5,090 New
AWM
1398
Accurate Wealth Management
Florida
$356K -$147K -2,158 -29%
KS
1399
Karpas Strategies
Connecticut
$356K -$8.75K -125 -2%
WB
1400
Webster Bank
Connecticut
$355K -$24.2K -345 -6%
54 55
56
57 58