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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 %
TCM
1826
TD Capital Management
Tennessee
$24.2K – – –
TSWM
1827
Tyler-Stone Wealth Management
Ohio
$24K – – –
FPF
1828
First Pacific Financial
Washington
$23.1K – – –
BSWA
1829
Bromfield Sneider Wealth Advisors
Massachusetts
$23K – – –
BSC
1830
Brown Shipley & Co
United Kingdom
$22.7K – – –
TIM
1831
Thompson Investment Management
Wisconsin
$22.6K -$5.21K -75 -19%
CSWM
1832
Cassady Schiller Wealth Management
Ohio
$21.8K – – –
KA
1833
Kozak & Associates
Colorado
$21.5K +$63 +1 +0.3%
PI
1834
PEAK6 Investments
Illinois
$21.2K +$21.2K +305 New
LF
1835
Lee Financial
Texas
$21.2K – – –
SWM
1836
Sanctuary Wealth Management
Idaho
$20.8K – – –
RAM
1837
Ramirez Asset Management
New York
$20.8K +$20.8K +300 New
NC
1838
NewSquare Capital
Pennsylvania
$20.8K +$971 +14 +5%
NSG
1839
Nalls Sherbakoff Group
Tennessee
$19.8K – – –
BAAM
1840
Baker Avenue Asset Management
California
$19K +$3.33K +48 +21%
GM
1841
GeoWealth Management
Illinois
$19K +$6.79K +100 +56%
SR
1842
Syntax Research
Florida
$18.7K +$18.7K +269 New
PCA
1843
Providence Capital Advisors
North Carolina
$18.1K – – –
VWM
1844
Valley Wealth Managers
New Jersey
$17.4K – – –
DWMG
1845
DB Wealth Management Group
California
$17K – – –
GWSA
1846
Global Wealth Strategies & Associates
Colorado
$16.7K +$2.36K +34 +16%
TJHA
1847
Thomas J. Herzfeld Advisors
Florida
$16.6K – – –
QL
1848
Quarry LP
New York
$16.6K +$9.79K +141 +144%
PP
1849
Pacifica Partners
Canada
$16.3K +$8.13K +125 +100%
TCM
1850
Tanaka Capital Management
New York
$16K – – –
72 73
74
75 76