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Mondelez International
MDLZ

Overview Fund Activity

1,902 hedge funds and large institutions have $74.3B invested in Mondelez International in 2023 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 758 increasing their positions, 712 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,902
Holders Change
-22
Holders Change %
-1.14%
% of All Funds
30.33%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.45%
New
109
Increased
758
Reduced
712
Closed
105
Calls
$370M
Puts
$493M
Net Calls
-$122M
Net Calls Change
-$214M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$429M
2
Capital World Investors
Capital World Investors
California
+$337M
3
VAM
Vontobel Asset Management
New York
+$335M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$314M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$272M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$689M
2
DZ Bank
DZ Bank
Germany
-$319M
3
Goldman Sachs
Goldman Sachs
New York
-$167M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$155M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIFP
1501
Partners in Financial Planning
Virginia
$266K +$266K +3,835 New
ST
1502
Sabal Trust
Florida
$266K +$37.3K +537 +16%
IWN
1503
Independent Wealth Network
Iowa
$265K +$5.55K +80 +2%
VAM
1504
Verity Asset Management
North Carolina
$263K – – –
GC
1505
Garde Capital
Washington
$263K +$2.08K +30 +0.8%
TP
1506
Tranquility Partners
Tennessee
$262K +$1.67K +24 +0.6%
FFN
1507
Focus Financial Network
Minnesota
$261K +$14.1K +202 +6%
OW
1508
Olistico Wealth
Oklahoma
$260K -$694 -10 -0.3%
TAM
1509
Titleist Asset Management
Texas
$260K – – –
DAM
1510
Doheny Asset Management
California
$259K – – –
AWAG
1511
ARS Wealth Advisors Group
Florida
$258K – – –
KC
1512
Kinloch Capital
Virginia
$258K – – –
MPW
1513
Monterey Private Wealth
California
$258K +$278 +4 +0.1%
VC
1514
Vestor Capital
Illinois
$258K -$48.3K -696 -16%
WKWM
1515
Walter & Keenan Wealth Management
Indiana
$258K -$7.15K -103 -3%
IA
1516
IFG Advisory
Georgia
$258K +$258K +3,710 New
SWA
1517
Sutton Wealth Advisors
Florida
$257K -$15.6K -225 -6%
GIM
1518
Goelzer Investment Management
Indiana
$257K -$45K -648 -15%
SCI
1519
S&CO Inc
Massachusetts
$257K – – –
WDG
1520
Wealth Dimensions Group
Ohio
$257K +$6.59K +95 +3%
HGERS
1521
Householder Group Estate & Retirement Specialist
Arizona
$256K +$256K +3,684 New
AWA
1522
Acorn Wealth Advisors
Michigan
$254K -$15.8K -228 -6%
NCM
1523
Next Capital Management
New York
$254K – – –
CA
1524
Carson Advisory
Georgia
$253K +$53.7K +774 +27%
RIM
1525
RW Investment Management
Idaho
$253K – – –
59 60
61
62 63