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Mondelez International
MDLZ

Overview Fund Activity

1,976 hedge funds and large institutions have $74.6B invested in Mondelez International in 2024 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 737 increasing their positions, 777 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
-11
Holders Change %
-0.55%
% of All Funds
28.64%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.22%
New
137
Increased
737
Reduced
777
Closed
116
Calls
$314M
Puts
$429M
Net Calls
-$115M
Net Calls Change
-$24.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.17B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$595M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$469M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$252M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$154M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.53B
2
Capital World Investors
Capital World Investors
California
-$678M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$479M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$338M
5
Capital International Investors
Capital International Investors
California
-$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
MTIC
1451
Missouri Trust & Investment Company
Missouri
$325K -$4.55K -65 -1%
PJSIMP
1452
P.J. Schmidt Investment Management (PJS)
Wisconsin
$324K -$113K -1,608 -26%
RWM
1453
Rockwood Wealth Management
Pennsylvania
$322K -$315K -4,500 -49%
WHG
1454
Westwood Holdings Group
Texas
$321K +$321K +4,587 New
GWM
1455
Geneos Wealth Management
Colorado
$321K -$1.4K -20 -0.4%
TWM
1456
Thrive Wealth Management
Pennsylvania
$320K +$35.1K +501 +12%
CHA
1457
Carmichael Hill & Associates
Maryland
$320K – – –
T. Rowe Price Investment Management
1458
T. Rowe Price Investment Management
Maryland
$320K -$3.02M -43,067 -90%
WA
1459
Waddell & Associates
Tennessee
$319K – – –
FB
1460
Fulton Bank
Pennsylvania
$319K -$9.17K -131 -3%
PP
1461
PDS Planning
Ohio
$318K -$22.1K -315 -6%
CWC
1462
Carolinas Wealth Consulting
North Carolina
$317K -$24K -341 -7%
JWWM
1463
Johnson & White Wealth Management
Pennsylvania
$316K +$70 +1 +0%
BFC
1464
Bedel Financial Consulting
Indiana
$315K -$8.4K -120 -3%
HKIM
1465
Hayek Kallen Investment Management
Alabama
$313K – – –
CWP
1466
Cyndeo Wealth Partners
Florida
$312K +$2.03K +29 +0.7%
BHC
1467
Bowen Hanes & Co
Florida
$311K – – –
CRA
1468
Clear Rock Advisors
Texas
$310K – – –
TF
1469
Trek Financial
Arizona
$310K +$310K +4,427 New
NRC
1470
New Republic Capital
North Carolina
$309K +$7.04K +100 +2%
BW
1471
Bison Wealth
Georgia
$308K -$16.4K -234 -5%
CW
1472
CreativeOne Wealth
Kansas
$308K -$21.9K -313 -7%
GRQ
1473
Gardner Russo & Quinn
Pennsylvania
$308K – – –
SFG
1474
Sather Financial Group
Texas
$308K – – –
WTA
1475
Washington Trust Advisors
Massachusetts
$307K -$20K -286 -6%
57 58
59
60 61