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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 %
ECM
1651
Elgethun Capital Management
South Dakota
$197K +$17.2K +250 +10%
JGIA
1652
Jackson Grant Investment Advisers
Connecticut
$196K +$486 +7 +0.2%
SC
1653
Sawyer & Company
Massachusetts
$195K – – –
PAM
1654
Paradigm Asset Management
New York
$192K – – –
ITIM
1655
Indiana Trust & Investment Management
Indiana
$192K +$192K +2,762 New
DJSG
1656
D.J. St. Germain
Massachusetts
$189K -$24.3K -350 -11%
GJIA
1657
Glass Jacobson Investment Advisors
Maryland
$187K +$12.4K +179 +7%
BSB
1658
Bangor Savings Bank
Maine
$186K +$2.98K +43 +2%
WWP
1659
WR Wealth Planners
Missouri
$185K +$278 +4 +0.1%
GWSG
1660
GPS Wealth Strategies Group
Colorado
$185K +$7.7K +111 +4%
VSQM
1661
V-Square Quantitative Management
Illinois
$180K +$180K +2,600 New
GCM
1662
Goldstream Capital Management
Hong Kong
$180K – – –
DSC
1663
Duncker Streett & Co
Missouri
$178K – – –
LFA
1664
LGT Financial Advisors
Texas
$178K +$178K +2,567 New
AI
1665
AXS Investments
New York
$174K -$65.4K -942 -27%
JSAM
1666
J. Safra Asset Management
New York
$173K – – –
TIM
1667
Tortoise Investment Management
New York
$171K +$2.22K +32 +1%
LJHT
1668
Laurie J. Hall Trustee
$163K – – –
LFASL
1669
Lugano Financial Advisors SA (LFA)
Switzerland
$160K -$160K -2,300 -50%
ME
1670
McIlrath & Eck
Washington
$157K +$3.4K +49 +2%
CAC
1671
Certified Advisory Corp
Florida
$148K +$136K +20,263 +1,089%
NRG
1672
Nemes Rush Group
Michigan
$148K +$13.6K +196 +10%
CFD
1673
Creative Financial Designs
Indiana
$147K -$376K -5,418 -72%
BONH
1674
Bank of New Hampshire
New Hampshire
$147K – – –
OA
1675
Operose Advisors
Wisconsin
$146K +$107K +1,544 +279%
65 66
67
68 69