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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 %
FMP
1851
Financial Management Professionals
Texas
$16K +$2.51K +37 +19%
NOI
1852
Newton One Investments
Delaware
$16K +$70 +1 +0.4%
BWL
1853
Bogart Wealth LLC
Virginia
$15.2K -$3.47K -50 -19%
NL
1854
NVWM LLC
Pennsylvania
$14.5K – – –
TC
1855
Tacita Capital
Ontario, Canada
$13.9K – – –
SPWM
1856
Spartan Planning & Wealth Management
North Carolina
$13.8K +$13.8K +199 New
BHWM
1857
Beaird Harris Wealth Management
Texas
$13.7K +$9.72K +140 +246%
AFS
1858
Annapolis Financial Services
Maryland
$13.5K – – –
PWMG
1859
Provence Wealth Management Group
California
$12.7K +$12.7K +183 New
RA
1860
Rise Advisors
New York
$12.5K – – –
CA
1861
Centerpoint Advisors
Massachusetts
$12K – – –
FCMT
1862
Founders Capital Management (Texas)
Texas
$11.8K -$23.3K -336 -66%
WAM
1863
WFA Asset Management
Wisconsin
$11.7K +$69 +1 +0.6%
RVM
1864
Robinson Value Management
Texas
$11.5K – – –
SIM
1865
Studio Investment Management
Illinois
$11.2K – – –
SSG
1866
Summit Securities Group
New York
$11K -$22.1K -308 -67%
MDCM
1867
Morgan Dempsey Capital Management
Wisconsin
$10.7K – – –
DWA
1868
Delos Wealth Advisors
Texas
$10.2K – – –
RDIA
1869
RE Dickinson Investment Advisors
Iowa
$10K – – –
AWM
1870
Avondale Wealth Management
Texas
$9.92K – – –
SHIM
1871
Stone House Investment Management
Pennsylvania
$9.82K – – –
BAM
1872
Byrne Asset Management
New Jersey
$9K – – –
SGC
1873
Slocum, Gordon & Co
Rhode Island
$8.68K – – –
CWA
1874
Core Wealth Advisors
Florida
$8.12K – – –
APW
1875
Acima Private Wealth
Virginia
$8.05K – – –
73 74
75
76 77