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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 %
LA
1576
Latitude Advisors
Florida
$229K – – –
VI
1577
Versor Investments
New York
$229K +$229K +3,300 New
BIAS
1578
Beacon Investment Advisory Services
New Jersey
$229K – – –
AO
1579
Advisor OS
Illinois
$228K +$28.3K +408 +14%
GPI
1580
General Partner Inc
Pennsylvania
$228K – – –
WAM
1581
Weatherly Asset Management
California
$227K -$4.19K -60 -2%
WAL
1582
W Advisors LLC
Tennessee
$227K -$87K -1,253 -28%
LI
1583
Lafayette Investments
Maryland
$226K +$1.74K +25 +0.8%
CPIA
1584
Cornell Pochily Investment Advisors
New York
$226K – – –
GA
1585
Goldstein Advisors
Wisconsin
$225K – – –
NPF
1586
Norris Perne & French
Michigan
$225K +$22.6K +325 +11%
IP
1587
Ignite Planners
California
$225K -$52.8K -812 -19%
RWS
1588
Resolute Wealth Strategies
Mississippi
$225K +$971 +14 +0.4%
GIP
1589
Greatmark Investment Partners
Georgia
$225K +$225K +3,238 New
KWM
1590
Kolinsky Wealth Management
New Jersey
$224K -$2.22K -32 -1%
WF
1591
WoodTrust Financial
Wisconsin
$224K – – –
SIA
1592
Soltis Investment Advisors
Utah
$223K +$15.8K +227 +8%
VCAM
1593
Van Cleef Asset Management
Ohio
$222K – – –
CFG
1594
Compton Financial Group
Maryland
$222K – – –
WOSD
1595
WFA of San Diego
California
$222K -$50.9K -733 -19%
ECG
1596
Edge Capital Group
Georgia
$220K -$2.71K -39 -1%
CCA
1597
Cobblestone Capital Advisors
New York
$219K -$347 -5 -0.2%
MIH
1598
Meitav Investment House
Israel
$217K +$56.8K +815 +35%
SAM
1599
SignalPoint Asset Management
Missouri
$217K +$139 +2 +0.1%
NCG
1600
Newport Capital Group
New Jersey
$216K +$216K +3,111 New
62 63
64
65 66