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Mondelez International
MDLZ

Overview Fund Activity

1,871 hedge funds and large institutions have $75.3B invested in Mondelez International in 2023 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 714 increasing their positions, 676 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,871
Holders Change
+47
Holders Change %
+2.58%
% of All Funds
29.95%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.56%
New
164
Increased
714
Reduced
676
Closed
76
Calls
$380M
Puts
$239M
Net Calls
+$142M
Net Calls Change
-$123M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$200M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$129M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$125M
4
BAM
Burgundy Asset Management
Ontario, Canada
+$117M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$116M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$904M
2
Man Group
Man Group
United Kingdom
-$231M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$205M
4
Capital World Investors
Capital World Investors
California
-$203M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
1701
BerganKDV Wealth Management
Minnesota
$68.1K +$22.7K +325 +50%
OIA
1702
Optimum Investment Advisors
Illinois
$66.2K – – –
JEST
1703
JTC Employer Solutions Trustee
Jersey
$65K -$113K -1,610 -64%
TAM
1704
Tucker Asset Management
Colorado
$64.9K +$64.8K +930 +93,000%
SWM
1705
Sugarloaf Wealth Management
Georgia
$64.1K -$4.33K -62 -6%
PP
1706
PrairieView Partners
Minnesota
$64K -$2.97K -43 -4%
KFS
1707
Kelly Financial Services
Massachusetts
$63.9K +$35.9K +515 +128%
SIS
1708
Sound Income Strategies
Florida
$63.8K -$837 -12 -1%
TFP
1709
Tilia Fiduciary Partners
North Carolina
$62.5K +$139 +2 +0.2%
SC
1710
Steph & Co
Wisconsin
$61.5K – – –
SC
1711
Stephens Consulting
Michigan
$60.4K – – –
PAI
1712
Pittenger & Anderson Inc
Nebraska
$58.4K -$24.1K -345 -29%
HS
1713
Horan Securities
United States
$57.8K -$1.81K -26 -3%
JFA
1714
JNBA Financial Advisors
Minnesota
$57.6K +$7.74K +111 +16%
SN
1715
Sittner & Nelson
Oregon
$57.1K +$70 +1 +0.1%
MIA
1716
Milestone Investment Advisors
Wisconsin
$56.4K +$56.4K +809 New
MCA
1717
Maryland Capital Advisors
Maryland
$55.8K – – –
CCA
1718
Catalyst Capital Advisors
New York
$55.3K -$19K -273 -26%
FSWA
1719
Financial Synergies Wealth Advisors
Texas
$54.9K +$30.2K +433 +122%
MBFW
1720
Morton Brown Family Wealth
Pennsylvania
$54.8K +$1.74K +25 +3%
GFL
1721
Granite FO LLC
New Hampshire
$53.1K +$53.1K +692 New
KHC
1722
Koesten Hirschmann & Crabtree
Kansas
$53.1K – – –
IFS
1723
Intelligent Financial Strategies
Minnesota
$52.6K – – –
HBW
1724
Hazlett, Burt & Watson
West Virginia
$52K – – –
PCFFS
1725
Pacific Center for Financial Services
California
$51.9K +$51.9K +744 New
67 68
69
70 71