MDLZ icon

Mondelez International
MDLZ

Overview Fund Activity

1,871 hedge funds and large institutions have $75.3B invested in Mondelez International in 2023 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 714 increasing their positions, 676 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,871
Holders Change
+47
Holders Change %
+2.58%
% of All Funds
29.95%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.56%
New
164
Increased
714
Reduced
676
Closed
76
Calls
$380M
Puts
$239M
Net Calls
+$142M
Net Calls Change
-$123M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$200M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$129M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$125M
4
BAM
Burgundy Asset Management
Ontario, Canada
+$117M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$116M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$904M
2
Man Group
Man Group
United Kingdom
-$231M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$205M
4
Capital World Investors
Capital World Investors
California
-$203M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
1476
Laidlaw Wealth Management
New York
$262K -$40K -574 -13%
TAM
1477
Titleist Asset Management
Texas
$261K +$261K +3,743 New
CB
1478
CNB Bank
Pennsylvania
$260K – – –
DAM
1479
Doheny Asset Management
California
$260K +$5.85K +84 +2%
NC
1480
NinePointTwo Capital
California
$260K +$260K +3,733 New
TP
1481
Tranquility Partners
Tennessee
$260K +$1.74K +25 +0.7%
AWAG
1482
ARS Wealth Advisors Group
Florida
$260K +$260K +3,724 New
WAM
1483
Weatherly Asset Management
California
$259K – – –
KC
1484
Kinloch Capital
Virginia
$259K – – –
SCI
1485
S&CO Inc
Massachusetts
$259K – – –
MPW
1486
Monterey Private Wealth
California
$259K +$3.35K +48 +1%
NRC
1487
New Republic Capital
North Carolina
$259K +$42.9K +612 +20%
RPWA
1488
Regent Peak Wealth Advisors
Georgia
$258K +$1.95K +28 +0.8%
GSEP
1489
Golden State Equity Partners
California
$258K +$258K +3,701 New
PFA
1490
Pure Financial Advisors
California
$256K -$3.28K -47 -1%
NCM
1491
Next Capital Management
New York
$255K – – –
RIM
1492
RW Investment Management
Idaho
$254K – – –
BFA
1493
Buttonwood Financial Advisors
Maryland
$253K – – –
SW
1494
SkyOak Wealth
Michigan
$253K +$25K +358 +11%
HWA
1495
HCR Wealth Advisors
California
$253K +$2.03K +29 +0.8%
AA
1496
Alta Advisers
United Kingdom
$251K – – –
FPAS
1497
Focus Partners Advisor Solutions
Missouri
$250K -$75.8K -1,087 -23%
WWM
1498
Windsor Wealth Management
Indiana
$249K – – –
HFM
1499
Harvest Fund Management
China
$249K +$115K +1,652 +86%
GPI
1500
General Partner Inc
Pennsylvania
$249K – – –
58 59
60
61 62