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Mondelez International
MDLZ

Overview Fund Activity

1,924 hedge funds and large institutions have $77.6B invested in Mondelez International in 2023 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 681 increasing their positions, 765 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,924
Holders Change
+53
Holders Change %
+2.83%
% of All Funds
30.34%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.46%
New
149
Increased
681
Reduced
765
Closed
87
Calls
$329M
Puts
$237M
Net Calls
+$92M
Net Calls Change
-$49.7M

Top Buyers

1
Holocene Advisors
Holocene Advisors
New York
+$247M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$190M
3
Citadel Advisors
Citadel Advisors
Florida
+$151M
4
BlackRock
BlackRock
New York
+$130M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$106M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$3B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$454M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$373M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$160M
5
Parnassus Investments
Parnassus Investments
California
-$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
1451
Avidian Wealth Enterprises
Texas
$305K -$750K -10,282 -71%
SWM
1452
Silverlake Wealth Management
Vermont
$304K -$2.55K -35 -0.8%
HCM
1453
Hutner Capital Management
Vermont
$304K – – –
PGAM
1454
Princeton Global Asset Management
New Jersey
$303K -$505K -6,920 -62%
CWP
1455
Core Wealth Partners
California
$303K – – –
FFA
1456
Founders Financial Alliance
North Carolina
$303K +$64.2K +880 +27%
LSPW
1457
Lake Street Private Wealth
Illinois
$302K -$21.2K -291 -7%
WIM
1458
WealthPlan Investment Management
Nebraska
$302K +$1.68K +23 +0.6%
CC
1459
Centiva Capital
New York
$302K +$271K +3,718 +879%
MA
1460
MCF Advisors
Kentucky
$301K +$171K +2,341 +132%
MWM
1461
Mattern Wealth Management
Kansas
$301K – – –
TF
1462
Tompkins Financial
New York
$301K – – –
MIM
1463
Marco Investment Management
Georgia
$300K – – –
GHAM
1464
Gilman Hill Asset Management
Connecticut
$299K +$24K +329 +9%
SIS
1465
Strategic Investment Solutions
Illinois
$299K -$107K -1,450 -26%
AP
1466
Arlington Partners
Alabama
$298K -$36.5K -500 -11%
FWP
1467
FAS Wealth Partners
Kansas
$298K -$7.44K -102 -2%
FL
1468
Fort LP
Maryland
$298K -$38K -521 -11%
HIIFS
1469
Harel Insurance Investments & Financial Services
Israel
$298K +$298K +4,122 New
CW
1470
Channel Wealth
California
$297K -$34K -466 -10%
WA
1471
Wealth Architects
California
$297K -$33.7K -462 -10%
CHP
1472
Cable Hill Partners
Oregon
$297K -$43K -586 -13%
MFWP
1473
Mosaic Family Wealth Partners
Missouri
$296K -$4.59K -63 -2%
FNBOSM
1474
First National Bank of South Miami
Florida
$295K – – –
MCM
1475
Magnolia Capital Management
New York
$295K – – –
57 58
59
60 61