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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 %
TPWM
1451
Twelve Points Wealth Management
Massachusetts
$292K +$292K +4,213 New
SPWM
1452
Schrum Private Wealth Management
Florida
$292K – – –
HFM
1453
Hartford Funds Management
Pennsylvania
$291K +$25.7K +371 +10%
RMSCM
1454
R.M. Sincerbeaux Capital Management
New York
$291K -$192K -2,768 -40%
CWG
1455
Cornerstone Wealth Group
North Carolina
$290K -$7.77K -112 -3%
SWM
1456
Silverlake Wealth Management
Vermont
$290K +$208 +3 +0.1%
WIM
1457
WealthPlan Investment Management
Nebraska
$289K +$1.53K +22 +0.5%
CWP
1458
Core Wealth Partners
California
$288K – – –
MA
1459
MCF Advisors
Kentucky
$287K – – –
MCCA
1460
Mill Creek Capital Advisors
Pennsylvania
$286K -$12.4K -179 -4%
MWM
1461
Mattern Wealth Management
Kansas
$286K – – –
PFA
1462
Pathway Financial Advisors
Vermont
$286K +$5.76K +83 +2%
TF
1463
Tompkins Financial
New York
$286K – – –
MIM
1464
Marco Investment Management
Georgia
$286K – – –
OCM
1465
One Capital Management
California
$285K -$36.2K -521 -11%
HCM
1466
Hutner Capital Management
Vermont
$285K -$4.16K -60 -1%
GHAM
1467
Gilman Hill Asset Management
Connecticut
$284K – – –
CF
1468
Centaurus Financial
California
$283K -$15.1K -217 -5%
WA
1469
Wealth Architects
California
$283K – – –
XT
1470
XTX Topco
Cayman Islands
$282K -$750K -10,810 -73%
MFWP
1471
Mosaic Family Wealth Partners
Missouri
$282K +$139 +2 +0%
CA
1472
Continuum Advisory
Idaho
$281K +$36.8K +530 +15%
SW
1473
SlateStone Wealth
Florida
$281K +$50K +720 +22%
UCB
1474
United Community Bank
South Carolina
$281K +$281K +4,043 New
AC
1475
Asio Capital
Kentucky
$280K +$8.38K +120 +3%
57 58
59
60 61