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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 %
VAG
1951
VisionPoint Advisory Group
Texas
$5.04K +$490 +7 +11%
POIA
1952
Pin Oak Investment Advisors
Texas
$5K – – –
FGA
1953
Fortis Group Advisors
New Jersey
$4.83K -$4.83K -69 -50%
PS
1954
PayPay Securities
Japan
$4.55K -$140 -2 -3%
TWP
1955
TFO Wealth Partners
Ohio
$4.41K – – –
SIC
1956
SJS Investment Consulting
Ohio
$4.34K +$70 +1 +2%
FRA
1957
Frank Rimerman Advisors
California
$4.27K – – –
HI
1958
Hoey Investments
Pennsylvania
$4.2K – – –
DWA
1959
Delos Wealth Advisors
Texas
$3.99K +$2.94K +42 +280%
TCA
1960
Trifecta Capital Advisors
Illinois
$3.85K – – –
MWM
1961
Mascoma Wealth Management
New Hampshire
$3.78K – – –
FGAM
1962
Financial Gravity Asset Management
Texas
$3.71K +$3.14K +44 +550%
FFA
1963
Frazier Financial Advisors
Ohio
$3.23K +$351 +5 +12%
FG
1964
Fairman Group
Pennsylvania
$2.89K – – –
ECM
1965
Everence Capital Management
Indiana
$2.73K -$36 -520 -1%
GPFA
1966
Game Plan Financial Advisors
Ohio
$2.1K – – –
IPW
1967
Impact Partnership Wealth
Georgia
$2.03K – – –
EIM
1968
Essex Investment Management
Massachusetts
$1.89K – – –
TWD
1969
True Wealth Design
Ohio
$1.89K +$1.89K +27 New
PD
1970
Point72 (DIFC)
United Arab Emirates
$1.89K +$1.89K +27 New
EAM
1971
Eukles Asset Management
Ohio
$1.75K -$5.25K -75 -75%
SGC
1972
Slocum, Gordon & Co
Rhode Island
$1.75K – – –
HFS
1973
Horizon Financial Services
North Carolina
$1.19K +$1.19K +17 New
CAM
1974
ClariVest Asset Management
California
$911 – – –
WA
1975
WestEnd Advisors
North Carolina
$770 -$770 -11 -50%
77 78
79
80 81