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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 %
MTIC
1426
Missouri Trust & Investment Company
Missouri
$306K – – –
MA
1427
MONECO Advisors
Connecticut
$306K +$5.41K +78 +2%
ACI
1428
Alpha Cubed Investments
California
$306K -$3.54K -51 -1%
GRQ
1429
Gardner Russo & Quinn
Pennsylvania
$306K – – –
CWP
1430
Cyndeo Wealth Partners
Florida
$306K -$416 -6 -0.1%
SFG
1431
Sather Financial Group
Texas
$305K – – –
WI
1432
Wintrust Investments
Illinois
$304K -$23.8K -342 -7%
JWWM
1433
Johnson & White Wealth Management
Pennsylvania
$304K +$304K +4,379 New
BFC
1434
Bedel Financial Consulting
Indiana
$303K +$69 +1 +0%
APW
1435
Axim Planning & Wealth
Ohio
$303K – – –
FHB
1436
First Hawaiian Bank
Hawaii
$303K +$303K +4,363 New
CGH
1437
CMG Global Holdings
Texas
$303K – – –
AC
1438
Avestar Capital
New York
$302K +$46.7K +673 +18%
SW
1439
Solidarity Wealth
Utah
$302K – – –
GCMG
1440
Gyroscope Capital Management Group
Florida
$301K +$41.6K +600 +16%
SCA
1441
STALEY CAPITAL ADVISERS
Pennsylvania
$300K -$85.2K -1,227 -22%
PCIG
1442
Partners Capital Investment Group
Massachusetts
$300K +$300K +4,325 New
MFG
1443
Magnus Financial Group
New York
$300K -$22.8K -328 -7%
SQA
1444
Simon Quick Advisors
New Jersey
$300K +$72.5K +1,044 +32%
PIMG
1445
Patriot Investment Management Group
Tennessee
$300K +$69 +1 +0%
TCM
1446
Telos Capital Management
California
$299K +$972 +14 +0.3%
TGAM
1447
TBH Global Asset Management
Tennessee
$298K -$3.89K -56 -1%
SFM
1448
Signet Financial Management
New Jersey
$296K -$1.53K -22 -0.5%
SDWIA
1449
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$295K – – –
LSPW
1450
Lake Street Private Wealth
Illinois
$293K +$5.14K +74 +2%
56 57
58
59 60