We are live on ! Find out more
GIS icon

General Mills

1,196 hedge funds and large institutions have $30B invested in General Mills in 2016 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 413 increasing their positions, 474 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 40

111% more call options, than puts

Call options by funds: $302M | Put options by funds: $143M

41% more funds holding in top 10

Funds holding in top 10: 2738 (+11)

15% more capital invested

Capital invested by funds: $26.2B → $30B (+$3.84B)

3% more funds holding

Funds holding: 1,1611,196 (+35)

1.05% less ownership

Funds ownership: 71.89%70.84% (-1.1%)

13% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 474

Holders
1,196
Holders Change
+35
Holders Change %
+3.01%
% of All Funds
31.91%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
1.01%
New
90
Increased
413
Reduced
474
Closed
40
Calls
$302M
Puts
$143M
Net Calls
+$159M
Net Calls Change
+$92.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
526
Symphony Asset Management
California
$2.13M +$775K +12,174 +69%
CC
527
ClearArc Capital
Ohio
$2.13M -$88.9K -1,397 -4%
TNBTD
528
Trustmark National Bank Trust Department
Mississippi
$2.11M -$191K -3,008 -9%
LJAC
529
L.J. Altfest & Co
New York
$2.11M +$193K +3,030 +11%
CIC
530
Chilton Investment Company
Connecticut
$2.1M +$275K +4,321 +17%
SPC
531
Sigma Planning Corp
Michigan
$2.1M +$84.2K +1,323 +5%
PFM
532
PacWest Financial Management
Arizona
$2.09M +$10.2K +160 +0.5%
HAIM
533
Hunter Associates Investment Management
Pennsylvania
$2.06M -$28.6K -450 -2%
BW
534
Bison Wealth
Georgia
$2.06M -$32.6K -512 -2%
SIC
535
Shoker Investment Counsel
Ohio
$2.05M -$8.4K -132 -0.5%
SLI
536
Sumitomo Life Insurance
Japan
$2.03M -$63.7K -1,000 -3%
VFA
537
Voya Financial Advisors
Connecticut
$2.02M +$1M +15,764 +112%
TAM
538
Todd Asset Management
Kentucky
$2.01M +$223K +3,497 +14%
CNBT
539
Canandaigua National Bank & Trust
New York
$2.01M +$283K +4,439 +19%
TCOT
540
Trust Company of Toledo
Ohio
$2M +$49.7K +780 +3%
EHWM
541
Eads & Heald Wealth Management
Georgia
$1.99M -$57.8K -908 -3%
AFG
542
Albion Financial Group
Utah
$1.98M +$310K +4,865 +21%
HBT
543
Hills Bank & Trust
Iowa
$1.98M +$78K +1,225 +5%
OC
544
Oppenheimer & Co
New York
$1.97M -$162K -2,543 -8%
BFA
545
Bragg Financial Advisors
North Carolina
$1.97M +$23.4K +368 +1%
MRCM
546
M&R Capital Management
New Jersey
$1.97M +$39.8K +625 +2%
DRD
547
Dennis R. Delaney
$1.95M -$28.6K -450 -2%
TBNY
548
Trustco Bank (New York)
New York
$1.95M -$31.8K -500 -2%
DC
549
Davenport & Co
Virginia
$1.94M -$38.2K -600 -2%
HPC
550
HM Payson & Co
Maine
$1.93M +$9.17K +144 +0.5%

GIS Hedge Fund Activity: Q2 2016 in Review

1,196 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q2 2016, worth a combined $30B — up 15% from $26.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new GIS positions and 40 closed out — a net gain of 50 holders — while 413 added to existing stakes and 474 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $168M. The largest seller was Royal London Asset Management, cutting an estimated $575M.

  • 1,196 institutional investors held General Mills (GIS) as of Q2 2016, up from 1,161 in Q1 2016.
  • Funds reported $30B of General Mills stock for Q2 2016, up 15% quarter-over-quarter.
  • 90 funds opened new General Mills positions in Q2 2016 and 40 closed out, a net change of +50 holders.
  • The largest General Mills buyer in Q2 2016 was AllianceBernstein, an estimated $168M added.
  • The largest General Mills seller in Q2 2016 was Royal London Asset Management, an estimated $575M sold.

Based on aggregated 13F filings for Q2 2016.