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General Mills

1,175 hedge funds and large institutions have $26.1B invested in General Mills in 2016 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 382 increasing their positions, 514 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $272M | Put options by funds: $229M

0.95% less ownership

Funds ownership: 70.84%69.89% (-0.95%)

8% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 73

2% less funds holding

Funds holding: 1,1961,175 (-21)

13% less capital invested

Capital invested by funds: $30B → $26.1B (-$3.93B)

26% less repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 514

45% less funds holding in top 10

Funds holding in top 10: 3821 (-17)

Holders
1,175
Holders Change
-21
Holders Change %
-1.76%
% of All Funds
31.35%
Holding in Top 10
21
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-44.74%
% of All Funds
0.56%
New
67
Increased
382
Reduced
514
Closed
73
Calls
$272M
Puts
$229M
Net Calls
+$42.2M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
501
Albion Financial Group
Utah
$2.07M +$328K +4,718 +17%
SWM
502
Segment Wealth Management
Texas
$2.07M +$3.62K +52 +0.2%
CDH
503
Charles D. Hyman
$2.06M -$3.2K -46 -0.1%
CSIC
504
Clifford Swan Investment Counsel
California
$2.05M +$1.93M +27,676 +626%
FG
505
Fiduciary Group
Georgia
$2.03M -$25.7K -370 -1%
AMG
506
Advisors Management Group
Wisconsin
$2M -$22.8K -327 -1%
CC
507
ClearArc Capital
Ohio
$2M +$97.5K +1,402 +5%
NLI
508
Nippon Life Insurance
Japan
$2M -$404K -5,809 -16%
PIM
509
Perkins Investment Management
Illinois
$1.99M
PFM
510
PacWest Financial Management
Arizona
$1.99M +$125K +1,800 +6%
BRCM
511
Bright Rock Capital Management
Massachusetts
$1.98M -$7.3K -105 -0.3%
KWMG
512
King Wealth Management Group
Florida
$1.98M -$23K -331 -1%
BOCM
513
Bontempo Ohly Capital Management
Maryland
$1.97M +$32.9K +473 +2%
SPC
514
Sigma Planning Corp
Michigan
$1.95M +$78.5K +1,128 +4%
PJSIMP
515
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.94M -$71.3K -1,025 -3%
Victory Capital Management
516
Victory Capital Management
Texas
$1.94M -$3.09M -44,439 -59%
O
517
OppenheimerFunds
New York
$1.93M +$324K +4,657 +18%
CAM
518
Cypress Asset Management
Texas
$1.92M -$3.48K -50 -0.2%
APFBOT
519
Amica Pension Fund Board of Trustees
Rhode Island
$1.92M
CIC
520
Chilton Investment Company
Connecticut
$1.89M +$7.38K +106 +0.4%
DC
521
Davenport & Co
Virginia
$1.89M +$162K +2,335 +9%
LJAC
522
L.J. Altfest & Co
New York
$1.89M -$2.85K -41 -0.1%
ABC
523
Associated Banc-Corp
Wisconsin
$1.88M -$34.9K -501 -2%
SIC
524
Shoker Investment Counsel
Ohio
$1.84M -$3.41K -49 -0.2%
TH
525
Timber Hill
Connecticut
$1.83M -$288K -4,146 -13%

GIS Hedge Fund Activity: Q3 2016 in Review

1,175 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q3 2016, worth a combined $26.1B — down 13% from $30B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of GIS and 67 opened new positions — a net loss of 6 holders — while 514 trimmed existing stakes and 382 added.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $128M. The largest seller was Federated Hermes, cutting an estimated $175M.

  • 1,175 institutional investors held General Mills (GIS) as of Q3 2016, down from 1,196 in Q2 2016.
  • Funds reported $26.1B of General Mills stock for Q3 2016, down 13% quarter-over-quarter.
  • 67 funds opened new General Mills positions in Q3 2016 and 73 closed out, a net change of -6 holders.
  • The largest General Mills buyer in Q3 2016 was Renaissance Technologies, an estimated $128M added.
  • The largest General Mills seller in Q3 2016 was Federated Hermes, an estimated $175M sold.

Based on aggregated 13F filings for Q3 2016.