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Mondelez International
MDLZ

Overview Fund Activity

1,946 hedge funds and large institutions have $69.3B invested in Mondelez International in 2024 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 717 increasing their positions, 799 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,946
Holders Change
-30
Holders Change %
-1.52%
% of All Funds
28.31%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.09%
New
132
Increased
717
Reduced
799
Closed
130
Calls
$305M
Puts
$230M
Net Calls
+$74.7M
Net Calls Change
+$189M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$806M
2
Vontobel Holding
Vontobel Holding
Switzerland
+$607M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$438M
4
Capital World Investors
Capital World Investors
California
+$376M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$314M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$889M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$599M
3
ClearBridge Investments
ClearBridge Investments
New York
-$195M
4
LT
Lindsell Train
United Kingdom
-$183M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
2001
Monograph Wealth Advisors
California
– -$416K -5,900 Closed
ITB
2002
Idaho Trust Bank
Idaho
– -$378K -5,399 Closed
CIM
2003
Contravisory Investment Management
Massachusetts
– -$350K -5,004 Closed
GCM
2004
Gallacher Capital Management
Colorado
– -$339K -4,844 Closed
KIG
2005
Kowal Investment Group
Wisconsin
– -$339K -4,836 Closed
GHAM
2006
Gilman Hill Asset Management
Connecticut
– -$337K -4,820 Closed
JWWM
2007
Johnson & White Wealth Management
Pennsylvania
– -$316K -4,521 Closed
SFG
2008
Sather Financial Group
Texas
– -$308K -4,400 Closed
PMG
2009
ProVise Management Group
Florida
– -$305K -4,355 Closed
SRL
2010
Scientech Research LLC
New Jersey
– -$303K -4,322 Closed
SW
2011
Solidarity Wealth
Utah
– -$302K -4,294 Closed
XT
2012
XTX Topco
Cayman Islands
– -$295K -4,209 Closed
VC
2013
Vicus Capital
Pennsylvania
– -$293K -4,187 Closed
RMSCM
2014
R.M. Sincerbeaux Capital Management
New York
– -$293K -4,186 Closed
CWP
2015
Core Wealth Partners
California
– -$291K -4,154 Closed
GCM
2016
Greenland Capital Management
New York
– -$291K -4,150 Closed
LSPW
2017
Lake Street Private Wealth
Illinois
– -$285K -4,067 Closed
CIC
2018
Chilton Investment Company
Connecticut
– -$272K -3,887 Closed
DWA
2019
Delap Wealth Advisory
Oregon
– -$264K -3,772 Closed
BWP
2020
BSW Wealth Partners
Colorado
– -$263K -3,760 Closed
IF
2021
Ironwood Financial
Arizona
– -$255K -3,647 Closed
FFA
2022
Fragasso Financial Advisors
Pennsylvania
– -$254K -3,624 Closed
CANY
2023
Caxton Associates (New York)
New York
– -$253K -3,616 Closed
DFG
2024
Delta Financial Group
New Jersey
– -$248K -3,545 Closed
SW
2025
SlateStone Wealth
Florida
– -$248K -3,540 Closed
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