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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 %
CJ
1926
Caitlin John
Michigan
$11.5K – – –
SIM
1927
Studio Investment Management
Illinois
$11.3K – – –
MDCM
1928
Morgan Dempsey Capital Management
Wisconsin
$10.8K – – –
RDIA
1929
RE Dickinson Investment Advisors
Iowa
$10K – – –
EA
1930
Evolution Advisers
Virginia
$10K – – –
HF
1931
Halpern Financial
Virginia
$9.86K -$13.6K -200 -58%
W
1932
WealthCollab
Washington
$9.31K – – –
BAM
1933
Byrne Asset Management
New Jersey
$9.1K – – –
FMP
1934
Financial Management Professionals
Texas
$9K -$7.59K -108 -46%
RTL
1935
Red Tortoise LLC
Georgia
$8.12K – – –
GWP
1936
Gen-Wealth Partners
Michigan
$7.63K +$7.63K +109 New
CPA
1937
Clear Point Advisors
New York
$7.58K – – –
AAG
1938
Accordant Advisory Group
Maryland
$7.49K +$7.49K +107 New
FWA
1939
FSC Wealth Advisors
New York
$7.21K – – –
VWA
1940
Valued Wealth Advisors
Utah
$7.04K -$845 -12 -11%
BC
1941
Barrett & Company
Rhode Island
$7.04K +$70 +1 +1%
PCM
1942
Penserra Capital Management
California
$7K -$390K -6,185 -98%
PWA
1943
Provenance Wealth Advisors
Florida
$7K -$5.11K -73 -42%
TCM
1944
TruNorth Capital Management
Michigan
$7K +$7K +100 New
DF
1945
Dunhill Financial
United Kingdom
$6.72K +$1.12K +16 +20%
BIM
1946
Breakwater Investment Management
Washington
$6.72K +$6.72K +96 New
BCPWM
1947
Bradley & Co Private Wealth Management
Florida
$5.6K – – –
CWM
1948
Cranbrook Wealth Management
Michigan
$5.46K – – –
TCM
1949
Tributary Capital Management
Nebraska
$5.46K +$5.46K +78 New
GAG
1950
Goodman Advisory Group
Massachusetts
$5.11K – – –
76 77
78
79 80