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Mondelez International
MDLZ

Overview Fund Activity

1,987 hedge funds and large institutions have $78.9B invested in Mondelez International in 2023 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 724 increasing their positions, 737 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
+85
Holders Change %
+4.47%
% of All Funds
29.13%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.34%
New
230
Increased
724
Reduced
737
Closed
119
Calls
$358M
Puts
$448M
Net Calls
-$90.1M
Net Calls Change
+$32.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.6B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$466M
3
Ameriprise
Ameriprise
Minnesota
+$204M
4
First Trust Advisors
First Trust Advisors
Illinois
+$180M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$122M

Top Sellers

1
BlackRock
BlackRock
New York
-$181M
2
Citadel Advisors
Citadel Advisors
Florida
-$123M
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$101M
4
Prudential Financial
Prudential Financial
New Jersey
-$92.8M
5
Parnassus Investments
Parnassus Investments
California
-$87.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
1951
Kozak & Associates
Colorado
$8.26K -$16.5K -226 -67%
VWA
1952
Valued Wealth Advisors
Utah
$7.82K +$7.82K +112 New
CPA
1953
Clear Point Advisors
New York
$7.79K +$7.79K +108 New
GAMC
1954
Garner Asset Management Corp
Texas
$7.48K +$7.48K +100 New
FWA
1955
FSC Wealth Advisors
New York
$7.46K – – –
BC
1956
Barrett & Company
Rhode Island
$7.24K – – –
EAM
1957
Eukles Asset Management
Ohio
$7.24K – – –
RA
1958
Rise Advisors
New York
$6.57K -$6.43K -89 -49%
BCPWM
1959
Bradley & Co Private Wealth Management
Florida
$5.79K – – –
DF
1960
Dunhill Financial
United Kingdom
$5.77K +$5.77K +80 New
CWM
1961
Cranbrook Wealth Management
Michigan
$5.65K – – –
GAG
1962
Goodman Advisory Group
Massachusetts
$5.29K – – –
POIA
1963
Pin Oak Investment Advisors
Texas
$5K – – –
PS
1964
PayPay Securities
Japan
$4.86K +$1.23K +17 +34%
VAG
1965
VisionPoint Advisory Group
Texas
$4.71K +$4.71K +65 New
TWP
1966
TFO Wealth Partners
Ohio
$4.56K -$652 -9 -13%
SIC
1967
SJS Investment Consulting
Ohio
$4.42K -$217 -3 -5%
FRA
1968
Frank Rimerman Advisors
California
$4.42K +$4.42K +61 New
HI
1969
Hoey Investments
Pennsylvania
$4.35K – – –
VNIM
1970
Vaughan Nelson Investment Management
Texas
$4K +$4K +57 New
TCA
1971
Trifecta Capital Advisors
Illinois
$3.98K – – –
MWM
1972
Mascoma Wealth Management
New Hampshire
$3.91K – – –
CM
1973
Capula Management
Cayman Islands
$3.4K -$668K -9,225 -99%
FG
1974
Fairman Group
Pennsylvania
$2.99K +$2.99K +41 New
FFA
1975
Frazier Financial Advisors
Ohio
$2.98K +$2.98K +41 New
77 78
79
80 81