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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
HSA
726
HBK Sorce Advisory
Pennsylvania
$842K +$12.5K +196 +2%
SMC
727
Smith, Moore & Co
Missouri
$838K +$3.31K +52 +0.4%
NFG
728
Next Financial Group
Texas
$836K +$62.2K +977 +9%
SI
729
SII Investments
Wisconsin
$827K +$78.4K +1,232 +12%
BCM
730
Brookstone Capital Management
Illinois
$827K +$177K +2,781 +32%
ICAS
731
Investors Capital Advisory Services
Massachusetts
$822K +$63.6K +999 +9%
Pacer Advisors
732
Pacer Advisors
Pennsylvania
$821K +$62.2K +977 +9%
LH
733
Lebenthal Holdings
New York
$808K -$207K -3,245 -22%
LAM
734
Lebenthal Asset Management
New York
$808K +$721K +11,333 New
FSA
735
Financial Sense Advisors
California
$807K -$2.87M -45,111 -80%
BWM
736
Biltmore Wealth Management
Arizona
$803K +$717K +11,265 New
BHTS
737
Bar Harbor Trust Services
Maine
$802K
Dodge & Cox
738
Dodge & Cox
California
$799K -$31.3K -492 -4%
BAS
739
Brown Advisory Securities
Maryland
$798K -$11.8K -185 -2%
VV
740
Verity & Verity
South Carolina
$795K +$710K +11,152 New
NG
741
Northstar Group
New York
$793K -$25.5K -400 -3%
PP
742
Patten & Patten
Tennessee
$792K +$5.22K +82 +0.7%
MLIC
743
Mandatum Life Insurance Company
Finland
$792K +$113K +1,771 +19%
BWAM
744
Boyd Watterson Asset Management
Ohio
$791K -$32.9K -517 -4%
ACM
745
Advisors Capital Management
New Jersey
$788K -$308K -4,844 -30%
ANTB
746
AMG National Trust Bank
Colorado
$786K +$17.3K +271 +3%
CONA
747
Capital One National Association
New York
$786K +$234K +3,671 +50%
ST
748
Smithfield Trust
Pennsylvania
$782K -$3.31K -52 -0.5%
CCM
749
Covington Capital Management
California
$781K -$3.25K -51 -0.5%
VNA
750
VNBTrust National Association
Virginia
$770K

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.