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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 %
MFP
1951
Meridian Financial Partners
Virginia
– -$252K -3,410 Closed
OPPS
1952
Obsidian Personal Planning Solutions
Maryland
– -$242K -3,322 Closed
EFG
1953
Ethos Financial Group
Pennsylvania
– -$232K -3,321 Closed
EAMA
1954
EFG Asset Management (Americas)
Florida
– -$232K -3,185 Closed
CWA
1955
Canvas Wealth Advisors
Kansas
– -$235K -3,163 Closed
LWM
1956
Lyell Wealth Management
California
– -$230K -3,158 Closed
HC
1957
Hamilton Capital
Ohio
– -$225K -3,086 Closed
MIM
1958
Merrion Investment Management
New Jersey
– -$224K -3,070 Closed
AFC
1959
AFT Forsyth & Company
Florida
– -$224K -3,067 Closed
AWM
1960
Accel Wealth Management
Iowa
– -$219K -3,004 Closed
FIA
1961
Foundations Investment Advisors
Arizona
– -$217K -2,980 Closed
B
1962
Barings
North Carolina
– -$217K -2,974 Closed
TA
1963
Townsend & Associates
Colorado
– -$219K -2,948 Closed
CBFP
1964
Cedar Brook Financial Partners
Ohio
– -$212K -2,905 Closed
OWM
1965
Opes Wealth Management
California
– -$211K -2,892 Closed
CWM
1966
Cahaba Wealth Management
Georgia
– -$209K -2,865 Closed
WPIC
1967
White Pine Investment Company
Michigan
– -$208K -2,850 Closed
BOM
1968
Bank of Marin
California
– -$208K -2,850 Closed
FFG
1969
Frisch Financial Group
New York
– -$208K -2,845 Closed
ORI
1970
Oak Ridge Investments
Illinois
– -$206K -2,825 Closed
DU
1971
Delphia (USA)
Ontario, Canada
– -$206K -2,818 Closed
WDL
1972
Well Done LLC
Michigan
– -$205K -2,817 Closed
RA
1973
Resolute Advisors
California
– -$206K -2,814 Closed
NEWAS
1974
N.E.W. Advisory Services
Wisconsin
– -$205K -2,811 Closed
WA
1975
WealthTrust Axiom
Pennsylvania
– -$205K -2,810 Closed
77 78
79
80 81