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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 %
OW
1526
Olistico Wealth
Oklahoma
$277K +$5.14K +71 +2%
PFA
1527
Pure Financial Advisors
California
$276K -$12K -166 -4%
HWA
1528
HCR Wealth Advisors
California
$275K +$34K +470 +14%
TAM
1529
Titleist Asset Management
Texas
$274K +$2.39K +33 +0.9%
TP
1530
Tranquility Partners
Tennessee
$273K – – –
BB
1531
Burford Brothers
Texas
$273K +$273K +3,776 New
FTIS
1532
First Trust Investment Solutions
Florida
$273K +$273K +3,771 New
BFO
1533
Biltmore Family Office
North Carolina
$272K -$67.8K -931 -20%
TPWM
1534
Twelve Points Wealth Management
Massachusetts
$272K -$33.5K -463 -11%
UH
1535
Unigestion Holding
Switzerland
$271K -$1.04M -14,363 -79%
MPI
1536
Mairs & Power Inc
Minnesota
$271K +$24.3K +336 +10%
WA
1537
Wealthstream Advisors
New York
$271K +$271K +3,744 New
VAM
1538
Verity Asset Management
North Carolina
$271K -$4.13K -57 -2%
DAM
1539
Doheny Asset Management
California
$270K – – –
MPW
1540
Monterey Private Wealth
California
$270K +$362 +5 +0.1%
CA
1541
Carson Advisory
Georgia
$270K +$5.72K +79 +2%
KC
1542
Kinloch Capital
Virginia
$270K – – –
WKWM
1543
Walter & Keenan Wealth Management
Indiana
$269K – – –
FA
1544
Fiducient Advisors
Illinois
$269K +$269K +3,692 New
TF
1545
Tompkins Financial
New York
$269K -$30.1K -415 -10%
WDG
1546
Wealth Dimensions Group
Ohio
$268K -$290 -4 -0.1%
FL
1547
Fort LP
Maryland
$267K -$18.3K -252 -6%
NCM
1548
Next Capital Management
New York
$265K – – –
MMHP
1549
Murphy Middleton Hinkle & Parker
Georgia
$264K +$9.85K +136 +4%
CIC
1550
Chilton Investment Company
Connecticut
$264K -$492K -6,790 -65%
60 61
62
63 64