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Mondelez International
MDLZ

Overview Fund Activity

1,902 hedge funds and large institutions have $74.3B invested in Mondelez International in 2023 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 758 increasing their positions, 712 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,902
Holders Change
-22
Holders Change %
-1.14%
% of All Funds
30.33%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.45%
New
109
Increased
758
Reduced
712
Closed
105
Calls
$370M
Puts
$493M
Net Calls
-$122M
Net Calls Change
-$214M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$429M
2
Capital World Investors
Capital World Investors
California
+$337M
3
VAM
Vontobel Asset Management
New York
+$335M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$314M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$272M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$689M
2
DZ Bank
DZ Bank
Germany
-$319M
3
Goldman Sachs
Goldman Sachs
New York
-$167M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$155M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWPCG
1551
Measured Wealth Private Client Group
New Hampshire
$240K -$1.39K -20 -0.6%
CSB
1552
City State Bank
Iowa
$240K – – –
SFA
1553
Source Financial Advisors
New York
$240K -$4.44K -64 -2%
GWM
1554
Greenhouse Wealth Management
Connecticut
$240K – – –
FRM
1555
Fox Run Management
Connecticut
$239K -$182K -2,622 -43%
NAM
1556
NTV Asset Management
West Virginia
$239K -$486 -7 -0.2%
WF
1557
Wayfinding Financial
Washington
$237K -$47.1K -685 -17%
MPI
1558
Mairs & Power Inc
Minnesota
$237K – – –
IF
1559
Ironwood Financial
Arizona
$236K – – –
PCP
1560
Proficio Capital Partners
Massachusetts
$235K +$43.2K +622 +22%
RMC
1561
Resources Management Corp
Connecticut
$235K – – –
KA
1562
Klingman & Associates
New York
$235K -$972 -14 -0.4%
Financial Engines Advisors
1563
Financial Engines Advisors
California
$234K +$234K +3,352 New
CCA
1564
Childress Capital Advisors
Texas
$234K +$234K +3,366 New
SG
1565
StoneX Group
New York
$233K -$8.38K -120 -3%
CPA
1566
Capital Planning Advisors
California
$232K – – –
JWCA
1567
J.W. Coons Advisors
Ohio
$232K +$232K +3,344 New
DFG
1568
Delta Financial Group
New Jersey
$232K +$232K +3,346 New
SMA
1569
Sage Mountain Advisors
Georgia
$231K +$13.5K +194 +6%
HWA
1570
HCR Wealth Advisors
California
$231K -$19.2K -277 -8%
JF
1571
JSF Financial
California
$231K -$18.8K -271 -8%
WWM
1572
Windsor Wealth Management
Indiana
$231K -$13.9K -200 -6%
PGAM
1573
Princeton Global Asset Management
New Jersey
$231K -$57.6K -830 -20%
PSFG
1574
Prairie Sky Financial Group
Illinois
$230K – – –
AA
1575
Advisory Alpha
Michigan
$230K +$6.46K +93 +3%
61 62
63
64 65