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Mondelez International
MDLZ

Overview Fund Activity

1,987 hedge funds and large institutions have $78.9B invested in Mondelez International in 2023 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 724 increasing their positions, 737 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+85
Holders Change %
+4.47%
% of All Funds
29.13%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.34%
New
230
Increased
724
Reduced
737
Closed
119
Calls
$358M
Puts
$448M
Net Calls
-$90.1M
Net Calls Change
+$32.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.6B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$466M
3
Ameriprise
Ameriprise
Minnesota
+$204M
4
First Trust Advisors
First Trust Advisors
Illinois
+$180M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$122M

Top Sellers

1
BlackRock
BlackRock
New York
-$181M
2
Citadel Advisors
Citadel Advisors
Florida
-$123M
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$101M
4
Prudential Financial
Prudential Financial
New Jersey
-$92.8M
5
Parnassus Investments
Parnassus Investments
California
-$87.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTC
1476
Davidson Trust Company
Washington
$307K -$17.4K -240 -5%
TWA
1477
TCI Wealth Advisors
Arizona
$307K +$56.1K +774 +22%
FAT
1478
First American Trust
California
$307K +$307K +4,232 New
WIM
1479
WealthPlan Investment Management
Nebraska
$304K +$2.03K +28 +0.7%
GCM
1480
Graham Capital Management
Connecticut
$303K -$596K -8,222 -66%
RMSCM
1481
R.M. Sincerbeaux Capital Management
New York
$303K – – –
AWAG
1482
ARS Wealth Advisors Group
Florida
$302K +$31.9K +440 +12%
LSPW
1483
Lake Street Private Wealth
Illinois
$301K -$4.35K -60 -1%
OCM
1484
One Capital Management
California
$301K +$3.77K +52 +1%
SW
1485
SlateStone Wealth
Florida
$301K +$8.33K +115 +3%
MIM
1486
Marco Investment Management
Georgia
$301K +$2.83K +39 +0.9%
CWP
1487
Core Wealth Partners
California
$301K – – –
MHR
1488
Matthew Hamilton Rosenberg
$300K +$41.6K +575 +16%
MA
1489
MCF Advisors
Kentucky
$299K – – –
MWM
1490
Mattern Wealth Management
Kansas
$299K – – –
BFG
1491
Beacon Financial Group
Texas
$297K -$23.8K -328 -7%
CF
1492
Centaurus Financial
California
$296K +$869 +12 +0.3%
TWM
1493
Thrive Wealth Management
Pennsylvania
$295K -$33.3K -460 -10%
HGERS
1494
Householder Group Estate & Retirement Specialist
Arizona
$295K +$28.4K +392 +11%
MCCA
1495
Mill Creek Capital Advisors
Pennsylvania
$294K -$4.49K -62 -2%
MFWP
1496
Mosaic Family Wealth Partners
Missouri
$294K +$217 +3 +0.1%
WCF
1497
West Coast Financial
California
$293K +$293K +4,044 New
UCB
1498
United Community Bank
South Carolina
$293K – – –
PFA
1499
Pathway Financial Advisors
Vermont
$293K -$6.01K -83 -2%
RSWA
1500
Robinson Smith Wealth Advisors
Maine
$293K +$293K +4,040 New
58 59
60
61 62