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General Mills

1,199 hedge funds and large institutions have $17.8B invested in General Mills in 2018 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 429 increasing their positions, 470 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 85

1% less funds holding

Funds holding: 1,2081,199 (-9)

9% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 470

2.49% less ownership

Funds ownership: 72.27%69.78% (-2.5%)

6% less capital invested

Capital invested by funds: $18.9B → $17.8B (-$1.1B)

30% less call options, than puts

Call options by funds: $245M | Put options by funds: $352M

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
1,199
Holders Change
-9
Holders Change %
-0.75%
% of All Funds
27.41%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.05%
New
90
Increased
429
Reduced
470
Closed
85
Calls
$245M
Puts
$352M
Net Calls
-$107M
Net Calls Change
-$61.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
351
Willingdon Wealth Management
North Carolina
$2.87M +$1.51M +33,261 +99%
CTC
352
Central Trust Company
Missouri
$2.87M -$642K -14,190 -18%
M
353
MOTCO
Texas
$2.85M +$33.1K +730 +1%
MWAC
354
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.84M -$13.2M -291,407 -82%
SCM
355
Sterling Capital Management
North Carolina
$2.81M -$98.5K -2,175 -3%
FMII
356
Farmers & Merchants Investments Inc
Nebraska
$2.81M +$124K +2,732 +4%
OPERF
357
Oregon Public Employees Retirement Fund
Oregon
$2.79M +$149K +3,300 +5%
SWMG
358
Signature Wealth Management Group
Georgia
$2.74M +$185K +4,076 +7%
BRM
359
Boston Research & Management
Massachusetts
$2.74M +$19.5K +430 +0.7%
BOH
360
Bank of Hawaii
Hawaii
$2.72M -$18.2K -403 -0.6%
GHCM
361
Glen Harbor Capital Management
California
$2.71M -$2.04M -45,056 -42%
Luther King Capital Management (LKCM)
362
Luther King Capital Management (LKCM)
Texas
$2.69M -$3.62K -80 -0.1%
BC
363
Brookfield Corp
Ontario, Canada
$2.68M -$5.62M -124,196 -67%
UR
364
USCA RIA
Texas
$2.67M +$579K +12,790 +26%
VFA
365
Voya Financial Advisors
Connecticut
$2.64M +$7.79K +172 +0.3%
RW
366
Rand Wealth
Maryland
$2.63M -$272K -6,000 -9%
MA
367
MUFG Americas
New York
$2.63M -$235K -5,200 -8%
AIA
368
Allied Investment Advisors
Montana
$2.62M +$342K +7,555 +14%
AQR Capital Management
369
AQR Capital Management
Connecticut
$2.62M -$8.94M -197,389 -76%
SAM
370
Securian Asset Management
Minnesota
$2.6M +$10.4K +230 +0.4%
MFG
371
Monte Financial Group
Connecticut
$2.59M +$180K +3,975 +7%
TF
372
TIAA FSB
Florida
$2.58M -$12.8K -283 -0.5%
FTIOP
373
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.55M -$324K -7,156 -11%
SPC
374
Sigma Planning Corp
Michigan
$2.55M +$57.4K +1,267 +2%
BA
375
BCM Advisors
Louisiana
$2.54M -$15.9K -352 -0.6%

GIS Hedge Fund Activity: Q3 2018 in Review

1,199 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q3 2018, worth a combined $17.8B — down 5.8% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new GIS positions and 85 closed out — a net gain of 5 holders — while 429 added to existing stakes and 470 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $64.8M. The largest seller was Schroder Investment Management Group, cutting an estimated $209M.

  • 1,199 institutional investors held General Mills (GIS) as of Q3 2018, down from 1,208 in Q2 2018.
  • Funds reported $17.8B of General Mills stock for Q3 2018, down 5.8% quarter-over-quarter.
  • 90 funds opened new General Mills positions in Q3 2018 and 85 closed out, a net change of +5 holders.
  • The largest General Mills buyer in Q3 2018 was Amundi Asset Management US, an estimated $64.8M added.
  • The largest General Mills seller in Q3 2018 was Schroder Investment Management Group, an estimated $209M sold.

Based on aggregated 13F filings for Q3 2018.