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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 %
WF
1551
WoodTrust Financial
Wisconsin
$225K – – –
RP
1552
Riverwater Partners
Wisconsin
$224K -$70 -1 -0%
EAMA
1553
EFG Asset Management (Americas)
Florida
$224K +$224K +3,214 New
TSW
1554
Thompson Siegel & Walmsley
Virginia
$224K -$48.7K -700 -18%
ST
1555
Sabal Trust
Florida
$224K -$13.9K -200 -6%
CFG
1556
Compton Financial Group
Maryland
$223K – – –
FCT
1557
First Community Trust
Iowa
$223K – – –
IGWM
1558
ICA Group Wealth Management
Colorado
$223K -$55.6K -797 -20%
TIA
1559
Tiemann Investment Advisors
California
$223K +$10.5K +150 +5%
CCA
1560
Cobblestone Capital Advisors
New York
$222K +$488 +7 +0.2%
HWA
1561
Heartwood Wealth Advisors
Virginia
$222K – – –
DFG
1562
Delta Financial Group
New Jersey
$221K +$4.67K +67 +2%
OPPS
1563
Obsidian Personal Planning Solutions
Maryland
$220K +$220K +3,157 New
CFA
1564
CWS Financial Advisors
Michigan
$219K +$219K +3,148 New
IWN
1565
Independent Wealth Network
Iowa
$219K +$8.85K +127 +4%
WP
1566
WealthShield Partners
North Carolina
$219K +$219K +3,124 New
SAM
1567
SignalPoint Asset Management
Missouri
$218K +$140 +2 +0.1%
RZH
1568
Relyea Zuckerberg Hanson
Connecticut
$218K +$218K +3,122 New
MBTD
1569
Mechanics Bank - Trust Department
California
$218K – – –
SGK
1570
Steigerwald Gordon & Koch
Virginia
$217K – – –
MIM
1571
Merrion Investment Management
New Jersey
$217K – – –
PP
1572
Pegasus Partners
Wisconsin
$217K – – –
JHCP
1573
Jackson Hole Capital Partners
Oklahoma
$216K – – –
LJHT
1574
Laurie J. Hall Trustee
$216K -$6.97K -100 -3%
WC
1575
Waterloo Capital
Texas
$216K +$216K +3,092 New
61 62
63
64 65