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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 %
CAC
1426
Certified Advisory Corp
Florida
$60K +$204 +4 +0.3%
JWM
1427
Janiczek Wealth Management
Colorado
$60K +$6.77K +132 +13%
AFIA
1428
America First Investment Advisors
Nebraska
$59K – – –
CCMW
1429
Cypress Capital Management (Wyoming)
Wyoming
$59K – – –
PWMG
1430
Prestige Wealth Management Group
New Jersey
$58K -$1.45K -28 -2%
BHWM
1431
Bay Harbor Wealth Management
Maryland
$55K +$8.9K +174 +19%
HWA
1432
HHM Wealth Advisors
Tennessee
$54K +$54K +1,049 New
SSWG
1433
Seven Springs Wealth Group
Tennessee
$53K – – –
WCG
1434
Weaver Consulting Group
California
$53K +$2.33K +45 +5%
FPFS
1435
First Personal Financial Services
North Carolina
$51K – – –
BL
1436
Balentine LLC
Georgia
$49K -$45K -883 -48%
TFGT
1437
TS Financial Group (TSFG)
Illinois
$49K -$7.89K -155 -14%
TJHA
1438
Thomas J. Herzfeld Advisors
Florida
$49K +$10.4K +188 +27%
KWM
1439
Keebeck Wealth Management
Illinois
$49K +$49K +972 New
AP
1440
Atwood & Palmer
Missouri
$48K – – –
LAM
1441
Lountzis Asset Management
Pennsylvania
$48K +$48K +946 New
BWM
1442
Baystate Wealth Management
Massachusetts
$46K +$103 +2 +0.2%
ECM
1443
Estabrook Capital Management
New York
$45.7K – – –
JWA
1444
JFS Wealth Advisors
Pennsylvania
$44K -$26.5K -519 -38%
SLF
1445
Sun Life Financial
Ontario, Canada
$44K +$154 +3 +0.4%
MIFH
1446
Migdal Insurance & Financial Holdings
Israel
$43K +$43K +849 New
SMG
1447
Spectrum Management Group
Indiana
$41K -$37.1K -727 -47%
CAGAS
1448
Capital Advisory Group Advisory Services
Minnesota
$41K – – –
CTB
1449
Country Trust Bank
Illinois
$41K – – –
BWP
1450
Baldwin Wealth Partners
Massachusetts
$38K – – –
56 57
58
59 60