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Mondelez International
MDLZ

Overview Fund Activity

1,924 hedge funds and large institutions have $77.6B invested in Mondelez International in 2023 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 681 increasing their positions, 765 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,924
Holders Change
+53
Holders Change %
+2.83%
% of All Funds
30.34%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.46%
New
149
Increased
681
Reduced
765
Closed
87
Calls
$329M
Puts
$237M
Net Calls
+$92M
Net Calls Change
-$49.7M

Top Buyers

1
Holocene Advisors
Holocene Advisors
New York
+$247M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$190M
3
Citadel Advisors
Citadel Advisors
Florida
+$151M
4
BlackRock
BlackRock
New York
+$130M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$106M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$3B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$454M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$373M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$160M
5
Parnassus Investments
Parnassus Investments
California
-$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAM
1501
Verity Asset Management
North Carolina
$277K -$27K -370 -9%
CIA
1502
Cladis Investment Advisory
Montana
$276K +$27.2K +373 +11%
OW
1503
Olistico Wealth
Oklahoma
$275K +$275K +3,764 New
CT
1504
Clearstead Trust
Maine
$274K – – –
GC
1505
Garde Capital
Washington
$274K -$7.28K -100 -3%
TP
1506
Tranquility Partners
Tennessee
$274K +$1.75K +24 +0.6%
OWA
1507
Opal Wealth Advisors
New York
$273K +$273K +3,748 New
TAM
1508
Titleist Asset Management
Texas
$273K – – –
IWN
1509
Independent Wealth Network
Iowa
$273K +$43.6K +598 +19%
GCMG
1510
Gyroscope Capital Management Group
Florida
$272K +$272K +3,731 New
DAM
1511
Doheny Asset Management
California
$272K – – –
AWAG
1512
ARS Wealth Advisors Group
Florida
$272K – – –
KC
1513
Kinloch Capital
Virginia
$271K – – –
NRC
1514
New Republic Capital
North Carolina
$271K +$806 +11 +0.3%
MPW
1515
Monterey Private Wealth
California
$271K +$365 +5 +0.1%
PFA
1516
Pure Financial Advisors
California
$270K +$2.19K +30 +0.8%
SCI
1517
S&CO Inc
Massachusetts
$270K – – –
AC
1518
Avestar Capital
New York
$268K -$77.8K -1,066 -22%
RPWA
1519
Regent Peak Wealth Advisors
Georgia
$268K -$2.7K -37 -1%
NCM
1520
Next Capital Management
New York
$267K – – –
RIM
1521
RW Investment Management
Idaho
$266K – – –
SC
1522
Schoolcraft Capital
Colorado
$266K +$266K +3,640 New
CCFCSB
1523
Cape Cod Five Cents Savings Bank
Massachusetts
$265K -$23.9K -327 -8%
BFA
1524
Buttonwood Financial Advisors
Maryland
$265K – – –
SW
1525
SkyOak Wealth
Michigan
$265K – – –
59 60
61
62 63