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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 %
AP
1751
Arlington Partners
Alabama
$58.4K -$226K -3,250 -79%
AT
1752
Arlington Trust
Alabama
$58.4K +$58.4K +841 New
SWM
1753
Sugarloaf Wealth Management
Georgia
$56.6K – – –
AWM
1754
AllSquare Wealth Management
New York
$56.4K -$41.8K -602 -43%
MIA
1755
Milestone Investment Advisors
Wisconsin
$56.1K +$56.1K +809 New
CPG
1756
Cornerstone Planning Group
New Jersey
$55.1K -$5.42K -78 -9%
RL
1757
Rogco LP
Oklahoma
$54.8K +$54.8K +790 New
CTWM
1758
Cherry Tree Wealth Management
Minnesota
$54.2K +$69 +1 +0.1%
JFA
1759
JNBA Financial Advisors
Minnesota
$54.1K +$2.29K +33 +4%
TC
1760
Truvestments Capital
Florida
$53.2K – – –
KHC
1761
Koesten Hirschmann & Crabtree
Kansas
$52.8K – – –
MBFW
1762
Morton Brown Family Wealth
Pennsylvania
$52.8K – – –
SIS
1763
Sound Income Strategies
Florida
$52.7K +$13K +188 +33%
IFS
1764
Intelligent Financial Strategies
Minnesota
$52.4K – – –
ACM
1765
Antonetti Capital Management
Florida
$51.7K +$140 +2 +0.3%
PCFFS
1766
Pacific Center for Financial Services
California
$51.7K – – –
SCA
1767
Stuart Chaussee & Associates
California
$49.6K – – –
FFA
1768
Fairfield Financial Advisors
Massachusetts
$48.6K – – –
CHC
1769
City Holding Co
West Virginia
$48.6K – – –
CBT
1770
Central Bank & Trust
Kentucky
$48.2K – – –
GFL
1771
Granite FO LLC
New Hampshire
$48K – – –
PP
1772
PrairieView Partners
Minnesota
$48K -$14.4K -207 -23%
AF
1773
Arrow Financial
New York
$47.2K – – –
Legacy Financial Group (Iowa)
1774
Legacy Financial Group (Iowa)
Iowa
$45.1K +$45.1K +650 New
OLVIG
1775
Oliver Lagore Vanvalin Investment Group
Michigan
$44.7K +$9.51K +137 +27%
69 70
71
72 73