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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
SYBT
701
Stock Yards Bank & Trust
Kentucky
$954K +$41K +644 +5%
EDRH
702
Edmond de Rothschild Holding
Switzerland
$952K -$15.9K -250 -2%
AWM
703
Altavista Wealth Management
North Carolina
$942K -$35.8K -562 -4%
AWA
704
AmeriServ Wealth Advisors
Pennsylvania
$934K -$22.3K -351 -3%
SCA
705
Stonebridge Capital Advisors
Minnesota
$931K +$10.8K +170 +1%
SBIA
706
Sheaff Brock Investment Advisors
Indiana
$927K +$7.26K +114 +0.9%
DWA
707
Douglass Winthrop Advisors
New York
$924K -$95.5K -1,500 -10%
RB
708
Rodgers Brothers
Pennsylvania
$920K +$7.64K +120 +0.9%
CCG
709
Cypress Capital Group
Florida
$918K +$445K +6,993 +119%
EOJOAM
710
E. Ohman J:or Asset Management
Sweden
$913K +$153K +2,400 +23%
SRC
711
Shufro Rose & Co
New York
$906K -$9.55K -150 -1%
MGIA
712
Moneta Group Investment Advisors
Missouri
$906K +$180K +2,820 +29%
WAM
713
Wealthspire Advisors (Maryland)
Maryland
$900K -$83K -1,303 -9%
LNWWM
714
Laird Norton Wetherby Wealth Management
California
$899K +$29.6K +465 +4%
TIA
715
Tiemann Investment Advisors
California
$895K +$6.43K +101 +0.8%
PWAP
716
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$886K -$7.77K -122 -1%
FFSOTS
717
Fiduciary Financial Services of The Southwest
Texas
$884K
CAL
718
Capital Analysts LLC
Pennsylvania
$879K +$12K +188 +2%
PL
719
Perpetual Ltd
Australia
$873K -$25.5K -400 -3%
CPO
720
Cerity Partners OCIO
New York
$865K +$92.1K +1,447 +13%
SIA
721
Sit Investment Associates
Minnesota
$856K
Bank of Nova Scotia
722
Bank of Nova Scotia
Ontario, Canada
$846K +$42.7K +670 +6%
PGA
723
Portland Global Advisors
Maine
$844K
ZIC
724
ZWJ Investment Counsel
Georgia
$843K
I2I
725
Insight 2811 Inc
Illinois
$842K

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.