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Mondelez International
MDLZ

Overview Fund Activity

1,924 hedge funds and large institutions have $77.6B invested in Mondelez International in 2023 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 681 increasing their positions, 765 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,924
Holders Change
+53
Holders Change %
+2.83%
% of All Funds
30.34%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.46%
New
149
Increased
681
Reduced
765
Closed
87
Calls
$329M
Puts
$237M
Net Calls
+$92M
Net Calls Change
-$49.7M

Top Buyers

1
Holocene Advisors
Holocene Advisors
New York
+$247M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$190M
3
Citadel Advisors
Citadel Advisors
Florida
+$151M
4
BlackRock
BlackRock
New York
+$130M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$106M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$3B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$454M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$373M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$160M
5
Parnassus Investments
Parnassus Investments
California
-$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCPWM
1901
Bradley & Co Private Wealth Management
Florida
$5.84K – – –
CWM
1902
Cranbrook Wealth Management
Michigan
$5.69K – – –
GAG
1903
Goodman Advisory Group
Massachusetts
$5.33K – – –
POIA
1904
Pin Oak Investment Advisors
Texas
$5K – – –
CPA
1905
Cowen Prime Advisors
New York
$4.96K – – –
DI
1906
Disciplined Investments
Oklahoma
$4.96K +$73 +1 +1%
HF
1907
Halpern Financial
Virginia
$4.96K +$4.96K +68 New
TWP
1908
TFO Wealth Partners
Ohio
$4.6K – – –
HI
1909
Hoey Investments
Pennsylvania
$4.38K – – –
SIC
1910
SJS Investment Consulting
Ohio
$4.23K – – –
BHWM
1911
Beaird Harris Wealth Management
Texas
$4.16K – – –
TCA
1912
Trifecta Capital Advisors
Illinois
$4.01K – – –
MWM
1913
Mascoma Wealth Management
New Hampshire
$3.96K – – –
PS
1914
PayPay Securities
Japan
$3.65K -$1.31K -18 -26%
FGAM
1915
Financial Gravity Asset Management
Texas
$3.45K +$142 +3 +4%
BCM
1916
Basso Capital Management
Connecticut
$3.28K +$3.28K +45 New
CAS
1917
Coppell Advisory Solutions
Texas
$2.82K +$2.82K +39 New
RAM
1918
Riggs Asset Management
Pennsylvania
$2.55K +$2.55K +35 New
IPW
1919
Impact Partnership Wealth
Georgia
$2.33K +$2.33K +32 New
EIM
1920
Essex Investment Management
Massachusetts
$1.97K – – –
LWP
1921
Lumature Wealth Partners
Georgia
$1.97K +$1.97K +27 New
WFA
1922
West Financial Advisors
Iowa
$1.46K +$1.46K +20 New
CJL
1923
Cyrus J. Lawrence
New York
$91 – – –
Comerica Bank
1924
Comerica Bank
Texas
$64 +$64 +1,086,285 New
JPMPWA
1925
J.P. Morgan Private Wealth Advisors
California
– -$117M -1,671,038 Closed
75 76
77
78 79