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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
BA
601
Boston Advisors
Massachusetts
$1.52M -$24.7M -388,255 -95%
PFBT
602
Parkside Financial Bank & Trust
Missouri
$1.5M +$9.55K +150 +0.7%
NPT
603
Nixon Peabody Trust
Massachusetts
$1.49M -$14.3K -225 -1%
WOC
604
West Oak Capital
California
$1.48M -$33.1K -520 -2%
TW
605
Transform Wealth
Colorado
$1.46M +$1.31M +20,521 New
AAM
606
AR Asset Management
California
$1.46M
PWW
607
Pettyjohn Wood & White
Virginia
$1.46M -$35K -550 -3%
BCB
608
Brian C. Broderick
$1.46M -$41.4K -650 -3%
HCMNY
609
Howard Capital Management (New York)
New York
$1.44M
HCM
610
Howland Capital Management
Massachusetts
$1.44M
Mariner
611
Mariner
Kansas
$1.43M -$122K -1,916 -9%
FFWA
612
FRG Family Wealth Advisors
Washington
$1.41M -$1.27K -20 -0.1%
ST
613
Somerset Trust
Pennsylvania
$1.4M +$41.2K +647 +3%
JWM
614
Jackson Wealth Management
Florida
$1.4M +$17.8K +279 +1%
BVDMP
615
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.4M
FBNAT
616
FirstMerit Bank N.A. Trustee
Ohio
$1.38M -$33.3K -523 -3%
BAM
617
Bruderman Asset Management
New York
$1.37M +$8.59K +135 +0.7%
MIAN
618
Mariner Independent Advisor Network
Kansas
$1.37M +$1.22M +19,186 New
SNBOSCI
619
Security National Bank of Sioux City Iowa
Iowa
$1.36M +$16.6K +260 +1%
GIP
620
Granite Investment Partners
California
$1.34M
MERSOM
621
Municipal Employees' Retirement System of Michigan
Michigan
$1.34M +$33.7K +530 +3%
AF
622
Affiance Financial
Minnesota
$1.33M +$6.94K +109 +0.6%
V
623
Veritable
Delaware
$1.33M -$332K -5,209 -22%
EFS
624
Essex Financial Services
Connecticut
$1.33M -$2.61K -41 -0.2%
PFSC
625
Peoples Financial Services Corp
Pennsylvania
$1.32M

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.