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Mondelez International
MDLZ

Overview Fund Activity

1,987 hedge funds and large institutions have $78.9B invested in Mondelez International in 2023 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 724 increasing their positions, 737 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+85
Holders Change %
+4.47%
% of All Funds
29.13%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.34%
New
230
Increased
724
Reduced
737
Closed
119
Calls
$358M
Puts
$448M
Net Calls
-$90.1M
Net Calls Change
+$32.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.6B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$466M
3
Ameriprise
Ameriprise
Minnesota
+$204M
4
First Trust Advisors
First Trust Advisors
Illinois
+$180M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$122M

Top Sellers

1
BlackRock
BlackRock
New York
-$181M
2
Citadel Advisors
Citadel Advisors
Florida
-$123M
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$101M
4
Prudential Financial
Prudential Financial
New Jersey
-$92.8M
5
Parnassus Investments
Parnassus Investments
California
-$87.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
1651
D.J. St. Germain
Massachusetts
$215K +$18.5K +255 +9%
SG
1652
StoneX Group
New York
$215K -$27.8K -381 -11%
CFCI
1653
Comprehensive Financial Consultants Institutional
Indiana
$215K +$652 +9 +0.3%
CSB
1654
City State Bank
Iowa
$215K -$36.3K -500 -14%
WFM
1655
Wolff Financial Management
Michigan
$215K – – –
FCT
1656
First Community Trust
Iowa
$215K -$1.45K -20 -0.7%
PSF
1657
Pacific Sun Financial
California
$215K – – –
RCM
1658
Ridgepath Capital Management
Tennessee
$214K +$214K +2,960 New
TSW
1659
Thompson Siegel & Walmsley
Virginia
$213K – – –
MCM
1660
Monarch Capital Management
Indiana
$213K -$2.91K -40 -1%
KWAG
1661
Kiely Wealth Advisory Group
North Carolina
$213K +$213K +2,847 New
OL
1662
Optas LLC
Texas
$212K +$212K +2,931 New
TA
1663
Townsend & Associates
Colorado
$212K +$212K +2,870 New
PIM
1664
Plato Investment Management
Australia
$212K +$212K +2,926 New
CPA
1665
Capital Planning Advisors
California
$212K -$30.5K -421 -13%
KWMG
1666
King Wealth Management Group
Florida
$211K – – –
SFA
1667
Source Financial Advisors
New York
$211K -$39.5K -545 -16%
ACC
1668
Acorn Creek Capital
Colorado
$209K +$209K +2,888 New
OFG
1669
Oxford Financial Group
Indiana
$209K +$209K +2,883 New
TW
1670
Towerpoint Wealth
California
$208K -$6.88K -95 -3%
MW
1671
MBL Wealth
North Carolina
$208K +$208K +2,874 New
MAM
1672
Meeder Asset Management
Ohio
$208K +$208K +2,870 New
AFC
1673
AFT Forsyth & Company
Florida
$208K +$208K +2,867 New
MW
1674
Maia Wealth
Colorado
$208K +$208K +2,866 New
RA
1675
Resolute Advisors
California
$207K +$207K +2,848 New
65 66
67
68 69