MDLZ icon

Mondelez International
MDLZ

Overview Fund Activity

1,633 hedge funds and large institutions have $63.3B invested in Mondelez International in 2021 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 602 increasing their positions, 638 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,633
Holders Change
-29
Holders Change %
-1.74%
% of All Funds
28.76%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.3%
New
106
Increased
602
Reduced
638
Closed
119
Calls
$240M
Puts
$351M
Net Calls
-$112M
Net Calls Change
+$67.3M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$461M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$294M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$281M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$274M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$258M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$401M
2
Capital International Investors
Capital International Investors
California
-$313M
3
Aberdeen Group
Aberdeen Group
United Kingdom
-$210M
4
UBS Group
UBS Group
Switzerland
-$189M
5
State Street
State Street
Massachusetts
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
1551
Lenox Wealth Advisors
New York
$27K -$59.7K -1,006 -69%
SL
1552
Savior LLC
Massachusetts
$27K – – –
CFD
1553
Creative Financial Designs
Indiana
$27K +$58 +1 +0.2%
LWANC
1554
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K – – –
MGIM
1555
M&G Investment Management
United Kingdom
$25.4K +$156 +2,637 +0.6%
SWA
1556
SOA Wealth Advisors
New York
$25K +$340 +6 +1%
MA
1557
MCF Advisors
Kentucky
$25K +$9.81K +166 +65%
PA
1558
Perennial Advisors
New York
$25K +$13.3K +227 +114%
FA
1559
Financial Advantage
Maryland
$24K – – –
VBCG
1560
Valley Brook Capital Group
Pennsylvania
$24K +$5.65K +100 +31%
PSIWM
1561
Paradigm Strategies in Wealth Management
Minnesota
$24K +$24K +415 New
SMG
1562
Spectrum Management Group
Indiana
$23K – – –
JFA
1563
JNBA Financial Advisors
Minnesota
$23K – – –
RG
1564
Retirement Group
California
$22K – – –
MCM
1565
MV Capital Management
Maryland
$22K +$1.79K +30 +9%
AFS
1566
Annapolis Financial Services
Maryland
$21K – – –
MWP
1567
Meridian Wealth Partners
Pennsylvania
$21K +$21K +357 New
HI
1568
Human Investing
Oregon
$20K – – –
EWA
1569
Evolution Wealth Advisors
Florida
$20K +$8.08K +139 +68%
MFT
1570
Moisand Fitzgerald Tamayo
Florida
$19K -$77.6K -1,328 -80%
MC
1571
Maverick Capital
Texas
$19K -$4.61K -80 -20%
FQ
1572
First Quadrant
California
$18K – – –
EWM
1573
Edge Wealth Management
New York
$18K – – –
LF
1574
Lee Financial
Texas
$18K +$8.2K +138 +84%
APWA
1575
Atlas Private Wealth Advisors
New Jersey
$18K +$15.8K +270 +730%
61 62
63
64 65