MDLZ icon

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 %
CSPAM
1526
Cary Street Partners Asset Management
Virginia
$236K +$1.46K +21 +0.6%
WIM
1527
Westside Investment Management
California
$236K – – –
DCM
1528
Donaldson Capital Management
Indiana
$235K +$235K +3,370 New
AL
1529
Aspiriant LLC
California
$235K -$3.07K -44 -1%
SW
1530
SlateStone Wealth
Florida
$234K +$234K +3,362 New
WB
1531
West Bancorporation
Iowa
$234K – – –
CPA
1532
Capital Planning Advisors
California
$233K +$233K +3,346 New
CBA
1533
Coastal Bridge Advisors
Connecticut
$233K +$488 +7 +0.2%
FFN
1534
Focus Financial Network
Minnesota
$233K +$233K +3,329 New
EFG
1535
Ethos Financial Group
Pennsylvania
$232K +$232K +3,321 New
RSWM
1536
Robertson Stephens Wealth Management
California
$232K -$31.5K -449 -12%
PIP
1537
Peachtree Investment Partners
Florida
$231K +$139 +2 +0.1%
SFA
1538
Source Financial Advisors
New York
$231K +$19.7K +282 +9%
CP
1539
Camelot Portfolios
Ohio
$230K +$349 +5 +0.2%
BIAS
1540
Beacon Investment Advisory Services
New Jersey
$230K – – –
GA
1541
Goldstein Advisors
Wisconsin
$229K – – –
FFA
1542
Founders Financial Alliance
North Carolina
$229K -$24.8K -353 -10%
KWM
1543
Kolinsky Wealth Management
New Jersey
$229K -$7.32K -105 -3%
HFM
1544
Hartford Funds Management
Pennsylvania
$228K +$228K +3,264 New
LAM
1545
L2 Asset Management
Massachusetts
$227K +$9.76K +140 +4%
CWA
1546
Canvas Wealth Advisors
Kansas
$227K +$227K +3,072 New
TA
1547
Townsend & Associates
Colorado
$226K +$226K +2,948 New
CSB
1548
City State Bank
Iowa
$226K -$10.4K -150 -4%
ACG
1549
Allen Capital Group
Nebraska
$226K +$226K +3,241 New
LI
1550
Lafayette Investments
Maryland
$226K – – –
60 61
62
63 64