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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 %
C
1801
Covestor
United Kingdom
$34K -$5.23K -74 -13%
FPFS
1802
First Personal Financial Services
North Carolina
$33.6K – – –
BCA
1803
Bray Capital Advisors
Florida
$33K – – –
RWM
1804
Ruedi Wealth Management
Illinois
$32.9K – – –
HF
1805
Halpern Financial
Virginia
$32.3K +$27.6K +398 +585%
NECFA
1806
New England Capital Financial Advisors
Connecticut
$32.2K +$208 +3 +0.7%
CCA
1807
Column Capital Advisors
Indiana
$31.9K – – –
AWM
1808
Activest Wealth Management
Florida
$31.7K – – –
GKIM
1809
GW&K Investment Management
Massachusetts
$31K +$138 +2 +0.4%
WWM
1810
Wolff Wiese Magana
California
$30.5K +$763 +11 +3%
UOTTAIMCU
1811
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$30.3K +$30.3K +437 New
VF
1812
VitalStone Financial
Texas
$30K – – –
RG
1813
Retirement Group
California
$29.4K – – –
FCAS
1814
First Command Advisory Services
Texas
$29K +$29K +418 New
BIA
1815
Bell Investment Advisors
California
$28.7K -$3.61K -52 -11%
LWANC
1816
Laurel Wealth Advisors (North Carolina)
North Carolina
$28.5K -$3.12K -45 -10%
HWP
1817
Highline Wealth Partners
California
$28.2K +$6.94K +100 +33%
CH
1818
Canton Hathaway
Rhode Island
$28K +$8.05K +115 +40%
CCP
1819
Carmel Capital Partners
California
$27.9K +$27.9K +402 New
SWA
1820
SOA Wealth Advisors
New York
$27.8K – – –
CMP
1821
Coston McIsaac & Partners
Maine
$27K – – –
AS
1822
Altshuler Shaham
Israel
$27K -$70.6K -1,017 -72%
RDFA
1823
Ritter Daniher Financial Advisory
Ohio
$26.2K – – –
CYG
1824
Clean Yield Group
Vermont
$25.2K – – –
FFL
1825
Financial Freedom LLC
Ohio
$24.3K +$139 +2 +0.6%
71 72
73
74 75