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Mondelez International
MDLZ

Overview Fund Activity

1,522 hedge funds and large institutions have $55.1B invested in Mondelez International in 2020 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 565 increasing their positions, 634 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
-51
Holders Change %
-3.24%
% of All Funds
33.62%
Holding in Top 10
34
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+41.67%
% of All Funds
0.75%
New
111
Increased
565
Reduced
634
Closed
145
Calls
$318M
Puts
$324M
Net Calls
-$6.38M
Net Calls Change
+$188M

Top Buyers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$233M
2
UBS AM
UBS AM
Illinois
+$194M
3
Capital International Investors
Capital International Investors
California
+$125M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$114M
5
BlackRock
BlackRock
New York
+$102M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$333M
2
SGA
Sustainable Growth Advisers
Connecticut
-$327M
3
Boston Partners
Boston Partners
Massachusetts
-$234M
4
LT
Lindsell Train
United Kingdom
-$160M
5
Invesco
Invesco
Georgia
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANBT
1501
American National Bank & Trust
Texas
$6K – – –
EIM
1502
Essex Investment Management
Massachusetts
$6K – – –
CDIA
1503
Capital Directions Investment Advisors
Georgia
$6K – – –
Kayne Anderson Rudnick Investment Management
1504
Kayne Anderson Rudnick Investment Management
California
$5K – – –
MWC
1505
MBM Wealth Consultants
Missouri
$5K – – –
FA
1506
Fortis Advisors
Pennsylvania
$4K -$53.3K -1,000 -93%
CWM
1507
Cranbrook Wealth Management
Michigan
$4K – – –
RWG
1508
Regal Wealth Group
California
$4K – – –
ED
1509
Exane Derivatives
France
$3.96K – – –
LCC
1510
Lincoln Capital Corp
Rhode Island
$3.34K +$115 +2,293 +4%
WWM
1511
Willingdon Wealth Management
North Carolina
$3K -$354K -6,729 -99%
TCM
1512
Tradewinds Capital Management
Washington
$3K – – –
WAMC
1513
Western Asset Management Company
California
$3K +$3K +41 New
PAI
1514
Pittenger & Anderson Inc
Nebraska
$3K +$3K +57 New
OAM
1515
Optimal Asset Management
California
$2.8K +$1.37K +27,373 +96%
SIS
1516
Sound Income Strategies
Florida
$2K – – –
AA
1517
AlphaMark Advisors
Kentucky
$2K +$1.95K +39 +3,900%
BCMIO
1518
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$2K +40 New
Fidelity International
1519
Fidelity International
Bermuda
$1K -$450 -9 -31%
LWM
1520
Lenox Wealth Management
Ohio
$1K +$1K +20 New
WIM
1521
Westside Investment Management
California
$175 +$175 +3,501 New
TI
1522
tru Independence
Oregon
$145 – – –
SFM
1523
Soros Fund Management
New York
– -$55.9M -1,014,000 Closed
ESCM
1524
Echo Street Capital Management
New York
– -$47.5M -862,865 Closed
WA
1525
WestEnd Advisors
North Carolina
– -$33.9M -614,976 Closed
59 60
61
62 63