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Mondelez International
MDLZ

Overview Fund Activity

1,924 hedge funds and large institutions have $77.6B invested in Mondelez International in 2023 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 681 increasing their positions, 765 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,924
Holders Change
+53
Holders Change %
+2.83%
% of All Funds
30.34%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.46%
New
149
Increased
681
Reduced
765
Closed
87
Calls
$329M
Puts
$237M
Net Calls
+$92M
Net Calls Change
-$49.7M

Top Buyers

1
Holocene Advisors
Holocene Advisors
New York
+$247M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$190M
3
Citadel Advisors
Citadel Advisors
Florida
+$151M
4
BlackRock
BlackRock
New York
+$130M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$106M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$3B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$454M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$373M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$160M
5
Parnassus Investments
Parnassus Investments
California
-$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
KLCM
1601
KG&L Capital Management
Louisiana
$225K -$425K -5,821 -65%
MIM
1602
Merrion Investment Management
New Jersey
$224K -$2.92K -40 -1%
AFC
1603
AFT Forsyth & Company
Florida
$224K – – –
DJSG
1604
D.J. St. Germain
Massachusetts
$224K +$224K +3,067 New
TIA
1605
Tiemann Investment Advisors
California
$224K -$9.48K -130 -4%
WPP
1606
Whalerock Point Partners
Rhode Island
$223K +$11.7K +160 +6%
CFA
1607
CWS Financial Advisors
Michigan
$222K -$7.15K -98 -3%
FAFN
1608
First Affirmative Financial Network
Colorado
$222K +$222K +3,048 New
ACG
1609
Allen Capital Group
Nebraska
$222K -$14.7K -202 -6%
NJBEST
1610
New Jersey Better Educational Savings Trust
New Jersey
$220K – – –
TA
1611
Townsend & Associates
Colorado
$219K – – –
AA
1612
Argent Advisors
Louisiana
$219K -$2.19K -30 -1%
AWM
1613
Accel Wealth Management
Iowa
$219K -$2.7K -37 -1%
RSWM
1614
Robertson Stephens Wealth Management
California
$219K -$23.5K -320 -10%
HA
1615
Herold Advisors
New York
$219K – – –
HFBOT
1616
Home Federal Bank of Tennessee
Tennessee
$219K – – –
WGAM
1617
Wilkinson Global Asset Management
New York
$219K – – –
CP
1618
Camelot Portfolios
Ohio
$219K -$22.1K -303 -9%
AA
1619
AlphaCentric Advisors
Puerto Rico
$219K +$219K +2,999 New
SIA
1620
Soltis Investment Advisors
Utah
$218K +$1.46K +20 +0.7%
SCA
1621
Stonebridge Capital Advisors
Minnesota
$218K +$15.5K +213 +8%
6F
1622
626 Financial
Michigan
$218K – – –
LTI
1623
Laffer Tengler Investments
Tennessee
$217K – – –
FIA
1624
Foundations Investment Advisors
Arizona
$217K +$217K +2,980 New
MCM
1625
Monarch Capital Management
Indiana
$217K – – –
63 64
65
66 67