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Mondelez International
MDLZ

Overview Fund Activity

1,871 hedge funds and large institutions have $75.3B invested in Mondelez International in 2023 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 714 increasing their positions, 676 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,871
Holders Change
+47
Holders Change %
+2.58%
% of All Funds
29.95%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.56%
New
164
Increased
714
Reduced
676
Closed
76
Calls
$380M
Puts
$239M
Net Calls
+$142M
Net Calls Change
-$123M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$200M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$129M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$125M
4
BAM
Burgundy Asset Management
Ontario, Canada
+$117M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$116M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$904M
2
Man Group
Man Group
United Kingdom
-$231M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$205M
4
Capital World Investors
Capital World Investors
California
-$203M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTC
1401
Davidson Trust Company
Washington
$300K +$1.05K +15 +0.4%
TCM
1402
Telos Capital Management
California
$299K +$2.16K +31 +0.7%
VCM
1403
Vigilant Capital Management
Maine
$299K -$17.5K -251 -6%
MA
1404
MONECO Advisors
Connecticut
$298K +$9.34K +134 +3%
HFG
1405
Heron Financial Group
New York
$298K -$62.5K -896 -17%
AIM
1406
Alhambra Investment Management
Florida
$297K +$1.33K +19 +0.4%
SDWIA
1407
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$297K – – –
PCH
1408
PGIM Custom Harvest
New Jersey
$294K +$767 +11 +0.3%
JF
1409
JSF Financial
California
$294K +$294K +4,216 New
SPWM
1410
Schrum Private Wealth Management
Florida
$294K -$2.3K -33 -0.8%
SWM
1411
Silverlake Wealth Management
Vermont
$293K -$1.05K -15 -0.4%
LWM
1412
Lyell Wealth Management
California
$293K -$61.6K -883 -17%
FCAG
1413
First Capital Advisors Group
New Jersey
$293K -$5.51K -79 -2%
FWP
1414
FAS Wealth Partners
Kansas
$292K +$7.39K +106 +3%
HHGA
1415
Halbert Hargrove Global Advisors
California
$292K +$16K +230 +6%
PIMG
1416
Patriot Investment Management Group
Tennessee
$290K – – –
HCM
1417
Hutner Capital Management
Vermont
$290K – – –
VAM
1418
Verity Asset Management
North Carolina
$290K +$2.16K +31 +0.7%
RA
1419
RFG Advisory
Alabama
$290K +$45.5K +653 +19%
CWP
1420
Core Wealth Partners
California
$290K +$123K +1,760 +74%
SMH
1421
Sanders Morris Harris
Texas
$289K -$1.07M -15,372 -79%
MSWM
1422
McGlone Suttner Wealth Management
Wisconsin
$288K +$22.5K +322 +8%
MWM
1423
Mattern Wealth Management
Kansas
$288K -$54K -775 -16%
TF
1424
Tompkins Financial
New York
$288K -$18.8K -270 -6%
WIM
1425
WealthPlan Investment Management
Nebraska
$287K -$377K -5,404 -57%
55 56
57
58 59