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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 %
OP
1676
ORG Partners
Indiana
$141K +$24.6K +355 +21%
EBA
1677
Eagle Bay Advisors
New York
$140K +$33.5K +482 +31%
LD
1678
Lipe & Dalton
New York
$136K – – –
FMTCOCP
1679
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$135K – – –
FWM
1680
Focused Wealth Management
New York
$132K -$2.29K -33 -2%
MAWCM
1681
Mine & Arao Wealth Creation & Management
California
$131K – – –
FDCC
1682
Foster Dykema Cabot & Co
Massachusetts
$129K – – –
AGWCA
1683
Annis Gardner Whiting Capital Advisors
Florida
$128K +$128K +1,839 New
OC
1684
Oakworth Capital
Alabama
$128K -$9.16K -132 -7%
DIP
1685
DT Investment Partners
Pennsylvania
$128K – – –
BWM
1686
Baystate Wealth Management
Massachusetts
$126K -$486 -7 -0.4%
JWM
1687
Janiczek Wealth Management
Colorado
$125K +$1.19K +17 +1%
RFA
1688
Register Financial Advisors
Georgia
$125K – – –
VIA
1689
Virtus Investment Advisers
Connecticut
$124K -$14.5K -209 -10%
GFPC
1690
Global Financial Private Client
Florida
$124K – – –
TCCM
1691
Timber Creek Capital Management
Massachusetts
$123K – – –
PSB
1692
Piscataqua Savings Bank
New Hampshire
$122K – – –
ATC
1693
Adirondack Trust Company
New York
$122K -$26K -374 -18%
VWM
1694
Venturi Wealth Management
Texas
$121K +$13K +187 +12%
IFAM
1695
Institutional & Family Asset Management
Colorado
$115K +$208 +3 +0.2%
IRAG
1696
Investment Research & Advisory Group
Georgia
$112K – – –
PAG
1697
Paladin Advisory Group
Iowa
$110K -$22.2K -320 -17%
SC
1698
Stephens Consulting
Michigan
$109K +$48.9K +704 +81%
EWP
1699
Elevation Wealth Partners
California
$107K – – –
PB
1700
Pinnacle Bancorp
Nebraska
$103K – – –
66 67
68
69 70