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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 %
NFG
1401
Northeast Financial Group
Pennsylvania
$321K -$33.2K -478 -9%
RWPA
1402
Richard W. Paul & Associates
Michigan
$321K -$12K -173 -4%
GIA
1403
GHP Investment Advisors
Colorado
$320K -$3.69K -60 -1%
P
1404
&Partners
Tennessee
$319K +$16.6K +239 +5%
NG
1405
Norden Group
Utah
$319K +$319K +4,590 New
LAS
1406
Lloyd Advisory Services
Georgia
$319K +$319K +4,590 New
PWM
1407
Prentice Wealth Management
New York
$318K +$1.8K +26 +0.6%
NL
1408
NWAM LLC
Washington
$317K -$43.5K -626 -12%
VC
1409
Vicus Capital
Pennsylvania
$317K +$317K +4,565 New
FB
1410
Fulton Bank
Pennsylvania
$317K -$47.3K -682 -13%
WA
1411
Waddell & Associates
Tennessee
$316K -$2.71K -39 -0.8%
VFP
1412
Verus Financial Partners
Virginia
$315K +$14.3K +232 +5%
BFG
1413
Beacon Financial Group
Texas
$315K +$7.19K +101 +2%
TWM
1414
Thrive Wealth Management
Pennsylvania
$315K -$2.15K -31 -0.7%
TNAM
1415
Terra Nova Asset Management
New York
$313K – – –
CWC
1416
Carolinas Wealth Consulting
North Carolina
$313K +$50.3K +760 +19%
CSPAM
1417
Cary Street Partners Asset Management
Virginia
$312K +$72.6K +1,046 +30%
CW
1418
CreativeOne Wealth
Kansas
$312K -$38.5K -555 -11%
LMKC
1419
L.M. Kohn & Company
Ohio
$311K +$2.64K +38 +0.9%
DTC
1420
Davidson Trust Company
Washington
$311K +$12.9K +186 +4%
EFSCE
1421
Enterprise Financial Services Corp (EFSC)
Missouri
$311K -$7.29K -105 -2%
HKIM
1422
Hayek Kallen Investment Management
Alabama
$310K – – –
DS
1423
DRW Securities
Illinois
$309K +$309K +4,451 New
BHC
1424
Bowen Hanes & Co
Florida
$308K – – –
AWA
1425
Arkadios Wealth Advisors
Georgia
$307K +$12.2K +176 +4%
55 56
57
58 59