MDLZ icon

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 %
HCP
1701
Hexagon Capital Partners
Arkansas
$103K -$2.92K -42 -3%
RFG
1702
RFP Financial Group
Georgia
$103K -$77.1K -1,111 -43%
CWP
1703
Concord Wealth Partners
Virginia
$99.7K -$28K -404 -22%
VCM
1704
Versant Capital Management
Arizona
$99.5K -$3.05K -44 -3%
WOC
1705
West Oak Capital
California
$97K – – –
LS
1706
Livforsakringsbolaget Skandia
Sweden
$95.6K – – –
SCM
1707
Silvant Capital Management
Georgia
$95.5K – – –
PFA
1708
Pathway Financial Advisers
Indiana
$95.3K +$95.3K +1,373 New
AF
1709
Advisornet Financial
Minnesota
$93K -$203K -2,931 -69%
NCM
1710
Northwest Capital Management
Oregon
$91.3K – – –
TFGT
1711
TS Financial Group (TSFG)
Illinois
$91K +$69 +1 +0.1%
GI
1712
Gradient Investments
Minnesota
$91K -$22.4K -323 -20%
TLA
1713
Tanglewood Legacy Advisors
Texas
$89.9K – – –
MCM
1714
MV Capital Management
Maryland
$89.7K +$19.9K +287 +29%
LFG
1715
Larson Financial Group
Missouri
$86.1K +$41.5K +598 +93%
CSC
1716
Caldwell Sutter Capital
California
$85.8K -$43.3K -624 -34%
MFA
1717
McClarren Financial Advisors
Pennsylvania
$84K +$208 +3 +0.2%
WPWM
1718
Western Pacific Wealth Management
Illinois
$83K – – –
MFT
1719
Moisand Fitzgerald Tamayo
Florida
$81.1K – – –
CTA
1720
Colonial Trust Advisors
South Carolina
$80.4K +$139 +2 +0.2%
AFIA
1721
America First Investment Advisors
Nebraska
$79.8K – – –
CCMI
1722
Creative Capital Management Investments
California
$78.7K – – –
HIM
1723
Hillsdale Investment Management
Ontario, Canada
$78.4K +$78.4K +1,129 New
AAP
1724
Arax Advisory Partners
Colorado
$77.7K -$902 -13 -1%
CIA
1725
Cape Investment Advisory
Georgia
$76.5K – – –
67 68
69
70 71