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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 %
AAG
1751
Armstrong Advisory Group
Massachusetts
$36.3K – – –
AW
1752
Avion Wealth
Texas
$36K +$23K +355 +178%
OLVIG
1753
Oliver Lagore Vanvalin Investment Group
Michigan
$35.3K +$6.97K +100 +25%
MLA
1754
MB, Levis & Associates
Pennsylvania
$35K +$16.9K +242 +93%
RMC
1755
Resources Management Corp
Connecticut
$35K -$8.11K -730 -19%
SA
1756
SRH Advisors
Kansas
$35K – – –
FCMT
1757
Founders Capital Management (Texas)
Texas
$35K – – –
OCM
1758
Orion Capital Management
California
$34.9K – – –
FP
1759
Financial Perspectives
Minnesota
$34.7K – – –
FPFS
1760
First Personal Financial Services
North Carolina
$33.7K – – –
BCA
1761
Bray Capital Advisors
Florida
$33.1K – – –
RWM
1762
Ruedi Wealth Management
Illinois
$33K – – –
CCA
1763
Column Capital Advisors
Indiana
$32.1K +$14.6K +209 +83%
AWM
1764
Activest Wealth Management
Florida
$32K +$32K +457 New
NECFA
1765
New England Capital Financial Advisors
Connecticut
$32K – – –
LWANC
1766
Laurel Wealth Advisors (North Carolina)
North Carolina
$31.8K – – –
BIA
1767
Bell Investment Advisors
California
$30.4K -$10.8K -155 -26%
RG
1768
Retirement Group
California
$30K +$3.51K +50 +13%
Commonwealth Equity Services
1769
Commonwealth Equity Services
Massachusetts
$29.5K -$447 -6,418 -1%
CC
1770
Centiva Capital
New York
$29.5K -$884K -12,673 -97%
FCFS
1771
First Command Financial Services
Texas
$29.1K +$14.4K +207 +98%
FCB
1772
First Command Bank
Texas
$29.1K +$14.4K +207 +98%
CUAMC
1773
China Universal Asset Management Company
China
$28.7K +$28.7K +412 New
SWA
1774
SOA Wealth Advisors
New York
$28K – – –
VWM
1775
Valley Wealth Managers
New Jersey
$27.9K -$105K -1,512 -79%
69 70
71
72 73