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Mondelez International
MDLZ

Overview Fund Activity

1,871 hedge funds and large institutions have $75.3B invested in Mondelez International in 2023 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 714 increasing their positions, 676 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,871
Holders Change
+47
Holders Change %
+2.58%
% of All Funds
29.95%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.56%
New
164
Increased
714
Reduced
676
Closed
76
Calls
$380M
Puts
$239M
Net Calls
+$142M
Net Calls Change
-$123M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$200M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$129M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$125M
4
BAM
Burgundy Asset Management
Ontario, Canada
+$117M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$116M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$904M
2
Man Group
Man Group
United Kingdom
-$231M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$205M
4
Capital World Investors
Capital World Investors
California
-$203M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
1851
PayPay Securities
Japan
$4.74K -$2.58K -37 -35%
DI
1852
Disciplined Investments
Oklahoma
$4.67K -$767 -11 -14%
TWP
1853
TFO Wealth Partners
Ohio
$4.39K +$2.44K +35 +125%
HI
1854
Hoey Investments
Pennsylvania
$4.18K +$4.18K +60 New
MWM
1855
Mascoma Wealth Management
New Hampshire
$4.14K – – –
SIC
1856
SJS Investment Consulting
Ohio
$4.05K +$279 +4 +7%
Capstone Investment Advisors
1857
Capstone Investment Advisors
New York
$4.04K +$3.07K +44 +314%
BHWM
1858
Beaird Harris Wealth Management
Texas
$3.98K – – –
TCA
1859
Trifecta Capital Advisors
Illinois
$3.84K – – –
CSWM
1860
Cassady Schiller Wealth Management
Ohio
$3.07K -$3.21K -46 -51%
ECM
1861
Everence Capital Management
Indiana
$2.4K – – –
UFF
1862
USA Financial Formulas
Michigan
$2.09K +$2.09K +30 New
VF
1863
VitalStone Financial
Texas
$2K -$31.1K -404 -94%
EIM
1864
Essex Investment Management
Massachusetts
$1.88K -$6.97K -100 -79%
NFSG
1865
Newbridge Financial Services Group
Florida
$1.39K – – –
WA
1866
WestEnd Advisors
North Carolina
$1.33K -$1.07K -16 Closed
CMA
1867
Cedar Mountain Advisors
Oregon
$1.33K +$1.33K +19 New
GFWA
1868
Grey Fox Wealth Advisors
Delaware
$1.19K +$1.19K +17 New
SC
1869
Schubert & Co
Texas
$698 – – –
FGAM
1870
Financial Gravity Asset Management
Texas
$467 +$20 +3 +4%
BA
1871
Bellwether Advisors
Nebraska
$69 +$69 +1 New
SFCL
1872
Strengthening Families & Communities LLC
Massachusetts
$18 +$3 +47 +22%
Squarepoint
1873
Squarepoint
New York
– -$95.9M -1,438,746 Closed
Qube Research & Technologies (QRT)
1874
Qube Research & Technologies (QRT)
United Kingdom
– -$30.1M -451,137 Closed
ELC
1875
Edgar Lomax Company
Virginia
– -$19.1M -286,640 Closed
73 74
75
76 77