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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 %
JSAM
1726
J. Safra Asset Management
New York
$142K -$38.3K -529 -21%
LD
1727
Lipe & Dalton
New York
$142K – – –
HCP
1728
Hexagon Capital Partners
Arkansas
$142K +$33.8K +466 +31%
FMTCOCP
1729
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$141K – – –
DIP
1730
DT Investment Partners
Pennsylvania
$141K – – –
FWM
1731
Focused Wealth Management
New York
$138K +$435 +6 +0.3%
PP
1732
Pingora Partners
Wyoming
$137K +$137K +1,890 New
MAWCM
1733
Mine & Arao Wealth Creation & Management
California
$136K – – –
JFGIW
1734
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$136K +$57.6K +790 +74%
FDCP
1735
Foster Dykema Cabot & Partners
Massachusetts
$135K +$135K +1,859 New
JWM
1736
Janiczek Wealth Management
Colorado
$135K +$4.15K +57 +3%
CIA
1737
Cape Investment Advisory
Georgia
$134K +$54.3K +750 +68%
AGWCA
1738
Annis Gardner Whiting Capital Advisors
Florida
$134K – – –
GFPC
1739
Global Financial Private Client
Florida
$131K – – –
VIA
1740
Virtus Investment Advisers
Connecticut
$130K – – –
ATC
1741
Adirondack Trust Company
New York
$128K -$146 -2 -0.1%
TCCM
1742
Timber Creek Capital Management
Massachusetts
$128K – – –
PSB
1743
Piscataqua Savings Bank
New Hampshire
$128K – – –
SPWM
1744
Spartan Planning & Wealth Management
North Carolina
$126K +$111K +1,535 +771%
NRG
1745
Nemes Rush Group
Michigan
$122K -$32.9K -454 -21%
FUBT
1746
First United Bank & Trust
Maryland
$122K +$122K +1,684 New
IFAM
1747
Institutional & Family Asset Management
Colorado
$120K +$290 +4 +0.2%
IRAG
1748
Investment Research & Advisory Group
Georgia
$116K – – –
MIA
1749
MeadowBrook Investment Advisors
Michigan
$116K +$116K +1,600 New
SIS
1750
Sound Income Strategies
Florida
$116K +$60.8K +840 +111%
68 69
70
71 72