MDLZ icon

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
28.65%
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 %
CM
2001
Churchill Management
California
– -$1.33M -18,412 Closed
OMC
2002
Overbrook Management Corp
New York
– -$1.11M -15,341 Closed
LCWP
2003
Legacy Capital Wealth Partners
Arkansas
– -$1.09M -14,980 Closed
SFFS
2004
Stonehage Fleming Financial Services
Jersey
– -$877K -12,102 Closed
TSS
2005
Two Sigma Securities
New York
– -$666K -9,200 Closed
BCM
2006
Bluefin Capital Management
New York
– -$600K -8,300 Closed
JWBC
2007
John W. Bristol & Co
New York
– -$543K -7,500 Closed
ESBC
2008
E.S. Barr & Co
Kentucky
– -$511K -7,060 Closed
LCGC
2009
Legacy Capital Group California
California
– -$496K -6,849 Closed
WAM
2010
Weiss Asset Management
Massachusetts
– -$443K -6,120 Closed
SGI
2011
Summit Global Investments
Utah
– -$434K -5,989 Closed
AWA
2012
Arete Wealth Advisors
Illinois
– -$433K -5,978 Closed
ARC
2013
Advisor Resource Council
Texas
– -$422K -5,829 Closed
ST
2014
Sabal Trust
Florida
– -$406K -5,604 Closed
GC
2015
Gilbert & Cook
Iowa
– -$404K -5,582 Closed
KIC
2016
Keating Investment Counselors
Florida
– -$398K -5,496 Closed
AFG
2017
AFS Financial Group
Maryland
– -$376K -5,192 Closed
UFF
2018
USA Financial Formulas
Michigan
– -$340K -4,692 Closed
WDC
2019
Woodward Diversified Capital
California
– -$332K -4,588 Closed
VCM
2020
Virtue Capital Management
Tennessee
– -$310K -4,251 Closed
GWS
2021
Glassman Wealth Services
Virginia
– -$284K -3,922 Closed
FTIS
2022
First Trust Investment Solutions
Florida
– -$273K -3,771 Closed
WA
2023
Wealthstream Advisors
New York
– -$271K -3,744 Closed
FA
2024
Fiducient Advisors
Illinois
– -$269K -3,692 Closed
JWCA
2025
J.W. Coons Advisors
Ohio
– -$260K -3,597 Closed
79 80
81
82 83