We are live on ! Find out more
GIS icon

General Mills

1,184 hedge funds and large institutions have $19.4B invested in General Mills in 2018 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 421 increasing their positions, 498 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.68% more ownership

Funds ownership: 74.85%75.52% (+0.68%)

5% less funds holding

Funds holding: 1,2431,184 (-59)

13% less call options, than puts

Call options by funds: $299M | Put options by funds: $345M

15% less repeat investments, than reductions

Existing positions increased: 421 | Existing positions reduced: 498

23% less capital invested

Capital invested by funds: $25.2B → $19.4B (-$5.85B)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

31% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 152

Holders
1,184
Holders Change
-59
Holders Change %
-4.75%
% of All Funds
27.13%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
105
Increased
421
Reduced
498
Closed
152
Calls
$299M
Puts
$345M
Net Calls
-$45.6M
Net Calls Change
+$214M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
326
Baird Financial Group
Wisconsin
$3.33M +$1.81M +33,297 +82%
BC
327
Brinker Capital
Pennsylvania
$3.3M -$487K -8,980 -11%
MOACM
328
Mutual of America Capital Management
New York
$3.29M +$114K +2,095 +3%
FTIOP
329
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.25M -$191K -3,515 -5%
SW
330
SVB Wealth
Massachusetts
$3.25M -$317K -5,848 -8%
PTC
331
Petrus Trust Company
Texas
$3.24M +$253K +4,670 +7%
Envestnet Asset Management
332
Envestnet Asset Management
Illinois
$3.23M -$4.18M -77,011 -52%
PA
333
Pinnacle Associates
New York
$3.21M +$498K +9,182 +15%
Calamos Advisors
334
Calamos Advisors
Illinois
$3.19M +$182K +3,349 +5%
MA
335
MUFG Americas
New York
$3.15M -$55.9K -1,031 -1%
DADC
336
D.A. Davidson & Co
Montana
$3.13M +$58.6K +1,081 +2%
Fisher Asset Management
337
Fisher Asset Management
Washington
$3.12M +$3.36M +61,915 +853%
Balyasny Asset Management
338
Balyasny Asset Management
Illinois
$3.12M +$461K +8,506 +14%
PAG
339
Private Advisor Group
New Jersey
$3.1M +$1.22M +22,405 +48%
LWCFA
340
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.09M -$184K -3,391 -5%
Luther King Capital Management (LKCM)
341
Luther King Capital Management (LKCM)
Texas
$3.09M +$14.9K +275 +0.4%
BFA
342
Benedict Financial Advisors
Georgia
$3.06M +$19K +350 +0.5%
CCM
343
Cadence Capital Management
Massachusetts
$3.05M -$4.96M -91,394 -57%
ECM
344
ETrade Capital Management
Virginia
$3.04M +$36.5K +673 +1%
BIA
345
Biondo Investment Advisors
Pennsylvania
$3.03M +$146K +2,685 +4%
TAM
346
Tocqueville Asset Management
New York
$3.03M +$2.83M +52,148 +345%
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$3.02M +$580K +10,688 +19%
B
348
BP
United Kingdom
$3.02M
BCCM
349
Bridge Creek Capital Management
Massachusetts
$3.01M +$104K +1,910 +3%
BOH
350
Bank of Hawaii
Hawaii
$2.94M -$8.14K -150 -0.2%

GIS Hedge Fund Activity: Q1 2018 in Review

1,184 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q1 2018, worth a combined $19.4B — down 23% from $25.2B a quarter earlier.

Sellers outnumbered buyers: 152 funds closed out of GIS and 105 opened new positions — a net loss of 47 holders — while 498 trimmed existing stakes and 421 added.

The largest buyer was BlackRock, adding an estimated $134M. The largest seller was Bank of America, cutting an estimated $197M.

  • 1,184 institutional investors held General Mills (GIS) as of Q1 2018, down from 1,243 in Q4 2017.
  • Funds reported $19.4B of General Mills stock for Q1 2018, down 23% quarter-over-quarter.
  • 105 funds opened new General Mills positions in Q1 2018 and 152 closed out, a net change of -47 holders.
  • The largest General Mills buyer in Q1 2018 was BlackRock, an estimated $134M added.
  • The largest General Mills seller in Q1 2018 was Bank of America, an estimated $197M sold.

Based on aggregated 13F filings for Q1 2018.