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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
QOP
601
Quinn Opportunity Partners
Virginia
$858K
YMRC
602
Yorktown Management & Research Company
Virginia
$858K +$226K +5,000 +33%
EM
603
Excalibur Management
Massachusetts
$855K -$154K -3,400 -15%
LIA
604
LS Investment Advisors
Michigan
$854K -$45K -994 -5%
PAM
605
Premier Asset Management
Illinois
$849K -$346K -7,650 -28%
FBT
606
First Bank & Trust
South Dakota
$843K +$20.8K +460 +3%
VIA
607
Vident Investment Advisory
Georgia
$842K -$74.6K -1,648 -8%
NGA
608
Naples Global Advisors
Florida
$839K -$51.4K -1,135 -5%
FHA
609
Flagship Harbor Advisors
Massachusetts
$829K +$42.1K +929 +5%
Korea Investment Corp
610
Korea Investment Corp
South Korea
$825K -$10.2M -225,665 -92%
SMC
611
Smith, Moore & Co
Missouri
$823K +$23.5K +519 +3%
ASN
612
Advisory Services Network
Georgia
$820K +$77.1K +1,702 +10%
EWM
613
Evercore Wealth Management
New York
$819K -$119K -2,634 -12%
MSAM
614
Moloney Securities Asset Management
Missouri
$813K +$8.74K +193 +1%
HTC
615
Haverford Trust Company
Pennsylvania
$812K +$10.5K +233 +1%
PCM
616
Perkins Capital Management
Minnesota
$808K +$15.6K +344 +2%
IC
617
InterOcean Capital
Illinois
$799K +$51.4K +1,136 +6%
PWMAG
618
Pinnacle Wealth Management Advisory Group
New Jersey
$799K +$95.1K +2,100 +13%
JIM
619
Jensen Investment Management
Oregon
$797K +$176K +3,880 +26%
AAMA
620
Advanced Asset Management Advisors
Ohio
$785K
BCP
621
Berkeley Capital Partners
Georgia
$783K -$19.9K -440 -2%
TC
622
Trilogy Capital
California
$777K -$74.6K -1,647 -8%
FBT
623
First Bankers Trust
Kentucky
$772K -$79.2K -1,750 -9%
ATFA
624
All Terrain Financial Advisors
Minnesota
$770K -$44.1K -975 -5%
IAA
625
Independent Advisor Alliance
North Carolina
$769K -$20.3K -448 -2%

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.