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Mondelez International
MDLZ

Overview Fund Activity

1,976 hedge funds and large institutions have $74.6B invested in Mondelez International in 2024 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 737 increasing their positions, 777 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
-11
Holders Change %
-0.55%
% of All Funds
28.64%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.22%
New
137
Increased
737
Reduced
777
Closed
116
Calls
$314M
Puts
$429M
Net Calls
-$115M
Net Calls Change
-$24.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.17B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$595M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$469M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$252M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$154M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.53B
2
Capital World Investors
Capital World Investors
California
-$678M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$479M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$338M
5
Capital International Investors
Capital International Investors
California
-$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
1501
WealthPlan Investment Management
Nebraska
$295K +$1.75K +25 +0.6%
TCM
1502
Telos Capital Management
California
$295K -$2.87K -41 -1%
XT
1503
XTX Topco
Cayman Islands
$295K -$1.02M -14,599 -78%
BFO
1504
Biltmore Family Office
North Carolina
$294K +$31.2K +443 +12%
VC
1505
Vicus Capital
Pennsylvania
$293K +$293K +4,187 New
RMSCM
1506
R.M. Sincerbeaux Capital Management
New York
$293K – – –
AF
1507
Apexium Financial
Texas
$292K -$548K -7,788 -65%
FFN
1508
Focus Financial Network
Minnesota
$292K +$35.1K +522 +14%
CWP
1509
Core Wealth Partners
California
$291K – – –
GCM
1510
Greenland Capital Management
New York
$291K +$60.2K +860 +26%
FWP
1511
FAS Wealth Partners
Kansas
$290K +$16.2K +232 +6%
MA
1512
MCF Advisors
Kentucky
$289K – – –
CIS
1513
Custom Index Systems
New York
$289K -$214K -3,051 -42%
AWE
1514
Avidian Wealth Enterprises
Texas
$289K +$37.6K +537 +15%
MWM
1515
Mattern Wealth Management
Kansas
$289K – – –
AWAG
1516
ARS Wealth Advisors Group
Florida
$289K -$2.8K -40 -1%
CF
1517
Centaurus Financial
California
$287K +$1.33K +19 +0.5%
MWM
1518
Mittelman Wealth Management
Massachusetts
$286K +$286K +4,079 New
AWA
1519
Acorn Wealth Advisors
Michigan
$285K +$31.7K +453 +13%
LSPW
1520
Lake Street Private Wealth
Illinois
$285K -$6.44K -92 -2%
UCB
1521
United Community Bank
South Carolina
$283K – – –
PFA
1522
Pathway Financial Advisors
Vermont
$283K – – –
RSWA
1523
Robinson Smith Wealth Advisors
Maine
$283K -$70 -1 -0%
ISWM
1524
Independent Solutions Wealth Management
New York
$282K -$64.5K -922 -19%
LPT
1525
Legacy Private Trust
Wisconsin
$282K +$420 +6 +0.1%
59 60
61
62 63