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General Mills

1,184 hedge funds and large institutions have $19.4B invested in General Mills in 2018 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 421 increasing their positions, 498 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.68% more ownership

Funds ownership: 74.85%75.52% (+0.68%)

5% less funds holding

Funds holding: 1,2431,184 (-59)

13% less call options, than puts

Call options by funds: $299M | Put options by funds: $345M

15% less repeat investments, than reductions

Existing positions increased: 421 | Existing positions reduced: 498

23% less capital invested

Capital invested by funds: $25.2B → $19.4B (-$5.85B)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

31% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 152

Holders
1,184
Holders Change
-59
Holders Change %
-4.75%
% of All Funds
27.13%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
105
Increased
421
Reduced
498
Closed
152
Calls
$299M
Puts
$345M
Net Calls
-$45.6M
Net Calls Change
+$214M
Name Holding Trade Value Shares
Change
Change in
Stake
EMB
951
Elefante Mark B
$219K -$5.42K -100 -2%
PFBT
952
Parkside Financial Bank & Trust
Missouri
$217K -$7.49K -138 -3%
SWA
953
SFMG Wealth Advisors
Texas
$217K +$5.86K +108 +2%
CCG
954
Cypress Capital Group
Florida
$217K +$261K +4,814 New
AIM
955
Anchor Investment Management
South Carolina
$217K +$136K +2,500 +108%
CA
956
Clearstead Advisors
Ohio
$216K -$57.8K -1,065 -18%
SCM
957
Salem Capital Management
Massachusetts
$216K
DWM
958
Darwin Wealth Management
Florida
$215K -$71.1K -1,310 -22%
FFC
959
First Financial Corp
Indiana
$215K -$14.9K -275 -5%
ACM
960
Ashford Capital Management
Delaware
$215K
CCA
961
Checchi Capital Advisers
California
$214K -$36K -664 -12%
WIC
962
Whitegate Investment Counselors
New Hampshire
$214K
OPCM
963
Osborne Partners Capital Management
California
$213K +$4.61K +85 +2%
SG
964
Somerset Group
Minnesota
$212K
HSA
965
HBK Sorce Advisory
Pennsylvania
$210K -$543K -10,008 -68%
BSW
966
Buckingham Strategic Wealth
Missouri
$208K -$63.4K -1,168 -20%
SFA
967
Sequoia Financial Advisors
Ohio
$208K +$251K +4,621 New
SYBT
968
Stock Yards Bank & Trust
Kentucky
$207K -$98K -1,806 -28%
WP
969
WMS Partners
Maryland
$205K -$153K -2,820 -38%
TAM
970
Tiverton Asset Management
Delaware
$205K +$247K +4,547 New
CL
971
Choreo LLC
Illinois
$203K -$146K -2,684 -37%
SB
972
Simmons Bank
Arkansas
$203K
PFG
973
Piershale Financial Group
Illinois
$202K +$2.12K +39 +0.9%
GRP
974
Global Retirement Partners
California
$202K +$25K +460 +11%
RIM
975
Redwood Investment Management
Arizona
$202K +$243K +4,480 New

GIS Hedge Fund Activity: Q1 2018 in Review

1,184 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q1 2018, worth a combined $19.4B — down 23% from $25.2B a quarter earlier.

Sellers outnumbered buyers: 152 funds closed out of GIS and 105 opened new positions — a net loss of 47 holders — while 498 trimmed existing stakes and 421 added.

The largest buyer was BlackRock, adding an estimated $134M. The largest seller was Bank of America, cutting an estimated $197M.

  • 1,184 institutional investors held General Mills (GIS) as of Q1 2018, down from 1,243 in Q4 2017.
  • Funds reported $19.4B of General Mills stock for Q1 2018, down 23% quarter-over-quarter.
  • 105 funds opened new General Mills positions in Q1 2018 and 152 closed out, a net change of -47 holders.
  • The largest General Mills buyer in Q1 2018 was BlackRock, an estimated $134M added.
  • The largest General Mills seller in Q1 2018 was Bank of America, an estimated $197M sold.

Based on aggregated 13F filings for Q1 2018.