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Mondelez International
MDLZ

Overview Fund Activity

1,946 hedge funds and large institutions have $69.3B invested in Mondelez International in 2024 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 717 increasing their positions, 799 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,946
Holders Change
-30
Holders Change %
-1.52%
% of All Funds
28.3%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.09%
New
132
Increased
717
Reduced
799
Closed
130
Calls
$305M
Puts
$230M
Net Calls
+$74.7M
Net Calls Change
+$189M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$806M
2
Vontobel Holding
Vontobel Holding
Switzerland
+$607M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$438M
4
Capital World Investors
Capital World Investors
California
+$376M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$314M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$889M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$599M
3
ClearBridge Investments
ClearBridge Investments
New York
-$195M
4
LT
Lindsell Train
United Kingdom
-$183M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSC
1476
Wellington Shields & Co
New York
$282K – – –
TNAM
1477
Terra Nova Asset Management
New York
$281K – – –
TWM
1478
Tradition Wealth Management
Minnesota
$281K +$21.3K +326 +8%
TC
1479
Trilogy Capital
California
$279K -$31.1K -475 -10%
SCM
1480
Steele Capital Management
Iowa
$278K +$17.2K +261 +7%
NCM
1481
NCM Capital Management
New Jersey
$278K +$19.8K +302 +8%
WIM
1482
WealthPlan Investment Management
Nebraska
$278K +$1.77K +27 +0.6%
RWPA
1483
Richard W. Paul & Associates
Michigan
$278K -$5.24K -80 -2%
PIMG
1484
Patriot Investment Management Group
Tennessee
$278K +$131 +2 +0%
DTC
1485
Davidson Trust Company
Washington
$278K – – –
GWM
1486
Geneos Wealth Management
Colorado
$276K -$24.2K -370 -8%
HFP
1487
Holistic Financial Partners
Indiana
$275K -$117K -1,795 -30%
TCM
1488
Telos Capital Management
California
$275K -$654 -10 -0.2%
MFG
1489
Magnus Financial Group
New York
$275K -$7.53K -115 -3%
CFO
1490
Callan Family Office
Pennsylvania
$274K +$274K +4,185 New
FWP
1491
FAS Wealth Partners
Kansas
$271K +$393 +6 +0.1%
UH
1492
Unigestion Holding
Switzerland
$271K -$7.4M -102,134 -96%
TAM
1493
Tucker Asset Management
Colorado
$271K -$40.1K -613 -13%
SCM
1494
SKBA Capital Management
California
$270K +$17.7K +270 +7%
CF
1495
Centaurus Financial
California
$269K +$719 +11 +0.3%
MPW
1496
Monterey Private Wealth
California
$268K +$23.2K +355 +9%
MWM
1497
Mittelman Wealth Management
Massachusetts
$267K – – –
NCFG
1498
New Century Financial Group
New Jersey
$267K +$267K +4,075 New
DI
1499
DDFG Inc
California
$267K +$267K +4,075 New
RCM
1500
Raleigh Capital Management
North Carolina
$266K +$5.24K +80 +2%
58 59
60
61 62