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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 %
CPIA
1501
Cornell Pochily Investment Advisors
New York
$248K -$21.8K -313 -8%
BCM
1502
Becker Capital Management
Oregon
$247K +$247K +3,530 New
WDG
1503
Wealth Dimensions Group
Ohio
$247K -$4.18K -60 -2%
MWPCG
1504
Measured Wealth Private Client Group
New Hampshire
$245K -$1.81K -26 -0.7%
LGA
1505
Lebenthal Global Advisors
New York
$245K -$6.21K -89 -2%
MMHP
1506
Murphy Middleton Hinkle & Parker
Georgia
$245K – – –
MPI
1507
Mairs & Power Inc
Minnesota
$245K – – –
III
1508
Independent Investors Inc
New York
$244K – – –
GIM
1509
Grassi Investment Management
California
$244K – – –
FMTCOCP
1510
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$244K – – –
BW
1511
Bison Wealth
Georgia
$241K -$2.98K -38 -1%
GWM
1512
Greenhouse Wealth Management
Connecticut
$241K – – –
NAM
1513
NTV Asset Management
West Virginia
$240K – – –
OMC
1514
Old Mission Capital
Illinois
$240K +$240K +3,443 New
SAM
1515
Satovsky Asset Management
New York
$240K +$1.33K +19 +0.6%
LGWM
1516
Litman Gregory Wealth Management
California
$240K +$240K +3,439 New
Empower Advisory Group
1517
Empower Advisory Group
Colorado
$240K +$240K +3,413 New
KA
1518
Klingman & Associates
New York
$239K +$5.37K +77 +2%
CCA
1519
Cottonwood Capital Advisors
Utah
$239K +$7.6K +109 +3%
WW
1520
Westshore Wealth
California
$239K +$239K +3,431 New
TWA
1521
TCI Wealth Advisors
Arizona
$238K – – –
CIA
1522
Cladis Investment Advisory
Montana
$238K – – –
WDL
1523
Well Done LLC
Michigan
$238K +$13K +186 +6%
BCG
1524
Breakwater Capital Group
New Jersey
$237K +$237K +3,406 New
IF
1525
Ironwood Financial
Arizona
$237K – – –
59 60
61
62 63