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Mondelez International
MDLZ

Overview Fund Activity

1,976 hedge funds and large institutions have $74.6B invested in Mondelez International in 2024 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 737 increasing their positions, 777 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
-11
Holders Change %
-0.55%
% of All Funds
28.64%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.22%
New
137
Increased
737
Reduced
777
Closed
116
Calls
$314M
Puts
$429M
Net Calls
-$115M
Net Calls Change
-$24.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.17B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$595M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$469M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$252M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$154M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.53B
2
Capital World Investors
Capital World Investors
California
-$678M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$479M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$338M
5
Capital International Investors
Capital International Investors
California
-$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
1876
SOA Wealth Advisors
New York
$28.1K – – –
HWA
1877
HHM Wealth Advisors
Tennessee
$28K – – –
CH
1878
Canton Hathaway
Rhode Island
$28K – – –
CSWM
1879
Cassady Schiller Wealth Management
Ohio
$27.4K -$2.38K -34 -8%
BLC
1880
Brown, Lisle/Cummings
Rhode Island
$27K – – –
CMP
1881
Coston McIsaac & Partners
Maine
$27K +$68 +1 +0.3%
RDFA
1882
Ritter Daniher Financial Advisory
Ohio
$26.4K – – –
FSWA
1883
Financial Synergies Wealth Advisors
Texas
$24.8K – – –
FFL
1884
Financial Freedom LLC
Ohio
$24.8K +$140 +2 +0.6%
TCM
1885
TD Capital Management
Tennessee
$24.5K – – –
TSWM
1886
Tyler-Stone Wealth Management
Ohio
$24.4K – – –
TC
1887
Truvestments Capital
Florida
$24.2K -$29.5K -422 -55%
AS
1888
Altshuler Shaham
Israel
$23.6K -$1.47K -21 -6%
FPF
1889
First Pacific Financial
Washington
$23.3K – – –
BSWA
1890
Bromfield Sneider Wealth Advisors
Massachusetts
$23.2K – – –
PCA
1891
Providence Capital Advisors
North Carolina
$23K -$17.9K -255 -44%
BSC
1892
Brown Shipley & Co
United Kingdom
$22.8K -$70 -1 -0.3%
AWM
1893
Abound Wealth Management
Tennessee
$22.5K -$13.6K -195 -38%
CAM
1894
Creekmur Asset Management
Illinois
$22K +$1.89K +27 +9%
HWP
1895
Highline Wealth Partners
California
$21.5K – – –
SAG
1896
SageView Advisory Group
California
$21.1K -$925 -500 -4%
VWWMG
1897
Vermillion & White Wealth Management Group
Pennsylvania
$21K -$14K -200 -40%
TIM
1898
Thompson Investment Management
Wisconsin
$21K -$1.75K -25 -8%
RAM
1899
Ramirez Asset Management
New York
$21K – – –
SWM
1900
Sanctuary Wealth Management
Idaho
$21K – – –
74 75
76
77 78