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Mondelez International
MDLZ

Overview Fund Activity

1,924 hedge funds and large institutions have $77.6B invested in Mondelez International in 2023 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 681 increasing their positions, 765 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,924
Holders Change
+53
Holders Change %
+2.83%
% of All Funds
30.34%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.46%
New
149
Increased
681
Reduced
765
Closed
87
Calls
$329M
Puts
$237M
Net Calls
+$92M
Net Calls Change
-$49.7M

Top Buyers

1
Holocene Advisors
Holocene Advisors
New York
+$247M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$190M
3
Citadel Advisors
Citadel Advisors
Florida
+$151M
4
BlackRock
BlackRock
New York
+$130M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$106M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$3B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$454M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$373M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$160M
5
Parnassus Investments
Parnassus Investments
California
-$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1751
Atticus Wealth Management
Florida
$73.7K – – –
MCM
1752
MV Capital Management
Maryland
$73.3K +$1.75K +24 +2%
BFPW
1753
BOK Financial Private Wealth
Colorado
$71.5K -$1.91K -26 -3%
PAI
1754
Pittenger & Anderson Inc
Nebraska
$71.1K +$10.1K +138 +16%
PG
1755
Prostatis Group
Maryland
$70.9K +$70.9K +62,481 New
OIA
1756
Optimum Investment Advisors
Illinois
$69.3K – – –
KFS
1757
Kelly Financial Services
Massachusetts
$67.1K +$292 +4 +0.4%
JEST
1758
JTC Employer Solutions Trustee
Jersey
$67K – – –
BHWM
1759
Bay Harbor Wealth Management
Maryland
$66.5K -$16.8K -231 -20%
SC
1760
Solstein Capital
California
$66.4K +$12.8K +176 +24%
PP
1761
PrairieView Partners
Minnesota
$65K -$2.02K -28 -3%
HBW
1762
Hazlett, Burt & Watson
West Virginia
$65K +$12K +168 +23%
SC
1763
Steph & Co
Wisconsin
$64.3K – – –
BCMLT
1764
Beacon Capital Management LLC (Tennessee)
Tennessee
$64.1K +$22.5K +308 +54%
CTB
1765
Country Trust Bank
Illinois
$63.7K +$12.6K +173 +25%
CPG
1766
Cornerstone Planning Group
New Jersey
$63.6K +$63.6K +872 New
SC
1767
Stephens Consulting
Michigan
$63.2K – – –
TFP
1768
Tilia Fiduciary Partners
North Carolina
$63.1K -$2.26K -31 -3%
BWA
1769
BDO Wealth Advisors
Florida
$61.7K +$13.2K +181 +27%
NFSG
1770
Newbridge Financial Services Group
Florida
$59.8K +$58.4K +800 +4,000%
SWM
1771
Sugarloaf Wealth Management
Georgia
$59.5K -$7.59K -104 -11%
FSWA
1772
Financial Synergies Wealth Advisors
Texas
$57.6K +$219 +3 +0.4%
BWM
1773
BerganKDV Wealth Management
Minnesota
$57.6K -$13.7K -188 -19%
HS
1774
Horan Securities
United States
$57.4K -$3.06K -42 -5%
CTWM
1775
Cherry Tree Wealth Management
Minnesota
$56.9K +$56.9K +780 New
69 70
71
72 73