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Mondelez International
MDLZ

Overview Fund Activity

1,987 hedge funds and large institutions have $78.9B invested in Mondelez International in 2023 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 724 increasing their positions, 737 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+85
Holders Change %
+4.47%
% of All Funds
29.13%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.34%
New
230
Increased
724
Reduced
737
Closed
119
Calls
$358M
Puts
$448M
Net Calls
-$90.1M
Net Calls Change
+$32.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.6B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$466M
3
Ameriprise
Ameriprise
Minnesota
+$204M
4
First Trust Advisors
First Trust Advisors
Illinois
+$180M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$122M

Top Sellers

1
BlackRock
BlackRock
New York
-$181M
2
Citadel Advisors
Citadel Advisors
Florida
-$123M
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$101M
4
Prudential Financial
Prudential Financial
New Jersey
-$92.8M
5
Parnassus Investments
Parnassus Investments
California
-$87.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
1501
Legacy Private Trust
Wisconsin
$291K -$342K -4,727 -54%
JF
1502
Jump Financial
Illinois
$290K -$1.56M -21,600 -84%
RWP
1503
Ridgecrest Wealth Partners
California
$290K – – –
SQA
1504
Simon Quick Advisors
New Jersey
$289K -$23.8K -328 -8%
TWM
1505
Tradition Wealth Management
Minnesota
$288K +$4.49K +62 +2%
PI
1506
Pettee Investors
Connecticut
$288K – – –
AWM
1507
Avior Wealth Management
Nebraska
$287K +$9.67K +169 +3%
CCA
1508
Childress Capital Advisors
Texas
$287K +$43K +593 +18%
NCM
1509
NCM Capital Management
New Jersey
$286K +$145 +2 +0.1%
ACM
1510
Armbruster Capital Management
New York
$284K – – –
GWS
1511
Glassman Wealth Services
Virginia
$284K -$1.38K -19 -0.5%
HCM
1512
Hutner Capital Management
Vermont
$284K -$13.4K -185 -5%
EWA
1513
EverSource Wealth Advisors
Alabama
$283K -$8.91K -123 -3%
FWP
1514
FAS Wealth Partners
Kansas
$283K +$579 +8 +0.2%
WA
1515
Wealth Architects
California
$282K -$13.3K -183 -4%
CT
1516
Clearstead Trust
Maine
$282K -$2.61K -36 -0.9%
CIA
1517
Cladis Investment Advisory
Montana
$281K – – –
FAM
1518
Formidable Asset Management
Ohio
$281K – – –
GIM
1519
Goelzer Investment Management
Indiana
$281K +$12.2K +168 +5%
IWN
1520
Independent Wealth Network
Iowa
$279K +$2.17K +30 +0.8%
SCM
1521
SKBA Capital Management
California
$279K -$7.24K -100 -3%
CCFCSB
1522
Cape Cod Five Cents Savings Bank
Massachusetts
$279K -$280K -3,862 -50%
FFN
1523
Focus Financial Network
Minnesota
$278K +$5.68K +78 +2%
CW
1524
Channel Wealth
California
$278K -$3.62K -50 -1%
PIFP
1525
Partners in Financial Planning
Virginia
$278K – – –
59 60
61
62 63