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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 %
HFA
1476
Hoover Financial Advisors
Pennsylvania
$26K +$26K +501 New
FP
1477
Financial Perspectives
Minnesota
$25.4K – – –
LS
1478
Leelyn Smith
Illinois
$25K – – –
FMP
1479
Financial Management Professionals
Texas
$25K +$17.8K +344 +249%
CIAS
1480
CBIZ Investment Advisory Services
Ohio
$24K -$95K – –
BCA
1481
Bray Capital Advisors
Florida
$24K – – –
BAMG
1482
Brand Asset Management Group
Missouri
$24K – – –
CFD
1483
Creative Financial Designs
Indiana
$24K +$13.7K +264 +132%
SL
1484
Savior LLC
Massachusetts
$23K -$10.1K -199 -30%
Loomis, Sayles & Company
1485
Loomis, Sayles & Company
Massachusetts
$23K -$1.25K -24 -5%
LWANC
1486
Laurel Wealth Advisors (North Carolina)
North Carolina
$23K – – –
FA
1487
Financial Advantage
Maryland
$21K – – –
FWM
1488
FSA Wealth Management
Massachusetts
$20K – – –
SWM
1489
Selective Wealth Management
Virginia
$20K +$5.01K +100 +33%
RA
1490
Rational Advisors
New York
$20K +$20K +387 New
EWA
1491
Evolution Wealth Advisors
Florida
$18K +$3.03K +59 +20%
MCM
1492
MV Capital Management
Maryland
$17K – – –
HI
1493
Human Investing
Oregon
$17K – – –
JFA
1494
JNBA Financial Advisors
Minnesota
$16K – – –
NC
1495
NewSquare Capital
Pennsylvania
$15K -$10.7K -211 -42%
LF
1496
Lee Financial
Texas
$15K – – –
TCM
1497
Tanaka Capital Management
New York
$15K – – –
EWM
1498
Edge Wealth Management
New York
$15K – – –
NL
1499
NVWM LLC
Pennsylvania
$15K – – –
AWMS
1500
Advocacy Wealth Management Services
Georgia
$14K – – –
58 59
60
61 62