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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 %
RTL
1876
Red Tortoise LLC
Georgia
$8.05K – – –
KFP
1877
KB Financial Partners
New Jersey
$8K – – –
HWP
1878
Hibernia Wealth Partners
Louisiana
$7.63K +$7.63K +110 New
FWA
1879
FSC Wealth Advisors
New York
$7.15K -$40.9K -589 -85%
BC
1880
Barrett & Company
Rhode Island
$6.94K – – –
EAM
1881
Eukles Asset Management
Ohio
$6.94K – – –
PWA
1882
Provenance Wealth Advisors
Florida
$6.94K +$6.94K +100 New
WFA
1883
West Financial Advisors
Iowa
$6.52K +$5.14K +74 +370%
JMF
1884
Johnson Midwest Financial
Iowa
$6.3K +$69 +1 +1%
BCPWM
1885
Bradley & Co Private Wealth Management
Florida
$5.55K – – –
CWM
1886
Cranbrook Wealth Management
Michigan
$5.41K – – –
TWP
1887
TFO Wealth Partners
Ohio
$5.25K +$656 +9 +14%
GAG
1888
Goodman Advisory Group
Massachusetts
$5.07K – – –
POIA
1889
Pin Oak Investment Advisors
Texas
$5K – – –
FGA
1890
Fortis Group Advisors
New Jersey
$4.79K +$4.79K +69 New
SIC
1891
SJS Investment Consulting
Ohio
$4.44K +$416 +6 +10%
HI
1892
Hoey Investments
Pennsylvania
$4.16K – – –
TCA
1893
Trifecta Capital Advisors
Illinois
$3.82K – – –
MWM
1894
Mascoma Wealth Management
New Hampshire
$3.75K – – –
PS
1895
PayPay Securities
Japan
$3.47K – – –
AWA
1896
Authentikos Wealth Advisory
California
$3.4K +$3.4K +49 New
ECM
1897
Everence Capital Management
Indiana
$3.29K +$902 +12,990 +38%
MCM
1898
Magnolia Capital Management
New York
$3K -$286K -4,000 -99%
ACA
1899
Atlas Capital Advisors
Wyoming
$2.57K -$4.51K -65 -64%
EIM
1900
Essex Investment Management
Massachusetts
$1.87K – – –
74 75
76
77 78