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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 %
RFG
1751
RFP Financial Group
Georgia
$113K +$5.51K +76 +5%
CTA
1752
Colonial Trust Advisors
South Carolina
$112K +$28.5K +394 +34%
LFG
1753
Larson Financial Group
Missouri
$112K +$22.5K +311 +25%
BWM
1754
Baystate Wealth Management
Massachusetts
$111K -$20.5K -283 -16%
EBA
1755
Eagle Bay Advisors
New York
$110K -$36.1K -499 -25%
FBC
1756
Fairfield, Bush & Co
Connecticut
$110K +$110K +1,513 New
PWM
1757
Partnership Wealth Management
Maryland
$108K +$108K +1,438 New
PB
1758
Pinnacle Bancorp
Nebraska
$108K – – –
TCWA
1759
Turtle Creek Wealth Advisors
Texas
$107K +$107K +1,471 New
SC
1760
Stephens Consulting
Michigan
$106K -$7.53K -104 -7%
RIM
1761
Rockbridge Investment Management
New York
$106K +$106K +1,460 New
VCM
1762
Versant Capital Management
Arizona
$105K +$1.23K +17 +1%
NFSG
1763
Newbridge Financial Services Group
Florida
$104K +$32.9K +455 +47%
WOC
1764
West Oak Capital
California
$101K -$1.46K -20 -1%
WPWM
1765
Western Pacific Wealth Management
Illinois
$100K +$13.8K +190 +16%
PFA
1766
Pathway Financial Advisers
Indiana
$99.8K +$290 +4 +0.3%
SCM
1767
Silvant Capital Management
Georgia
$99.7K – – –
AF
1768
Advisornet Financial
Minnesota
$98.9K +$1.88K +26 +2%
UOTTAIMCU
1769
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$97.1K +$65.4K +903 +207%
GI
1770
Gradient Investments
Minnesota
$97K +$2.03K +28 +2%
IRC
1771
Investors Research Corp
Georgia
$96.1K +$17.6K +243 +22%
FIA
1772
FNY Investment Advisers
New York
$94K +$94K +1,300 New
TLA
1773
Tanglewood Legacy Advisors
Texas
$93.9K – – –
CCA
1774
Catalyst Capital Advisors
New York
$92.6K +$19.6K +271 +27%
CSC
1775
Caldwell Sutter Capital
California
$89.5K – – –
69 70
71
72 73