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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 %
WOC
1401
West Oak Capital
California
$79K -$76.5K -1,500 -49%
VIM
1402
Veritas Investment Management
United Kingdom
$79K – – –
ACM
1403
AUA Capital Management
Pennsylvania
$78K -$17.5K -340 -18%
VCM
1404
Versant Capital Management
Arizona
$78K -$966 -19 -1%
LWM
1405
Liberty Wealth Management
California
$78K +$2.2K +43 +3%
AWM
1406
AllSquare Wealth Management
New York
$77K – – –
AA
1407
AlphaCentric Advisors
Puerto Rico
$77K +$77K +1,512 New
CWC
1408
Carolinas Wealth Consulting
North Carolina
$76K +$76K +1,483 New
LWA
1409
Lenox Wealth Advisors
New York
$74K -$1.17K -23 -2%
CHC
1410
City Holding Co
West Virginia
$73K – – –
TC
1411
Truvestments Capital
Florida
$73K +$1.56K +31 +2%
PB
1412
Pinnacle Bancorp
Nebraska
$71K – – –
VRM
1413
Vectors Research Management
New York
$71K – – –
GAM
1414
Gemmer Asset Management
California
$70K -$8.84K -172 -11%
SCM
1415
Silvant Capital Management
Georgia
$70K – – –
NO
1416
Ninety One
South Africa
$70K – – –
BWM
1417
BerganKDV Wealth Management
Minnesota
$70K +$458 +9 +0.7%
PFO
1418
Pathstone Family Office
New Jersey
$67K – – –
SFG
1419
Sowa Financial Group
Rhode Island
$67K – – –
TFO
1420
Tarbox Family Office
California
$63K -$85K -1,650 -57%
FCFS
1421
First Command Financial Services
Texas
$62K – – –
FCB
1422
First Command Bank
Texas
$62K – – –
GI
1423
Gradient Investments
Minnesota
$61K -$12K -236 -16%
AAP
1424
Arax Advisory Partners
Colorado
$61K +$5.23K +103 +9%
ME
1425
McIlrath & Eck
Washington
$60K -$9.16K -180 -13%
55 56
57
58 59