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General Mills

1,364 hedge funds and large institutions have $23.4B invested in General Mills in 2019 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 494 increasing their positions, 479 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 71

25% more call options, than puts

Call options by funds: $358M | Put options by funds: $287M

7% more funds holding

Funds holding: 1,2691,364 (+95)

1.57% more ownership

Funds ownership: 70.91%72.48% (+1.6%)

3% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 479

0% less capital invested

Capital invested by funds: $23.6B → $23.4B (-$109M)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
1,364
Holders Change
+95
Holders Change %
+7.49%
% of All Funds
26.88%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.3%
New
184
Increased
494
Reduced
479
Closed
71
Calls
$358M
Puts
$287M
Net Calls
+$71M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
976
Avior Wealth Management
Nebraska
$324K +$69.5K +1,320 +28%
AWM
977
Aberdeen Wealth Management
Illinois
$324K +$319K +6,056 New
ARMT
978
Amica Retiree Medical Trust
Rhode Island
$323K +$178K +3,369 +127%
WAAG
979
Wealth Alliance Advisory Group
Kansas
$321K -$10.5K -200 -3%
BMO
980
Beck Mack & Oliver
New York
$321K
CA
981
Calton & Associates
Florida
$321K +$316K +5,997 New
OC
982
Oakworth Capital
Alabama
$320K -$26.3K -500 -8%
CG
983
Corundum Group
Colorado
$319K +$11.2K +213 +4%
B
984
Bailard
California
$318K +$49.9K +948 +19%
AI
985
ArchPoint Investors
Florida
$317K +$62.2K +1,180 +25%
POIA
986
Pin Oak Investment Advisors
Texas
$317K +$202K +3,825 +182%
WIA
987
Wealthstreet Investment Advisors
Texas
$316K -$7.9K -150 -2%
CFGS
988
Concourse Financial Group Securities
Alabama
$316K +$112K +2,122 +56%
KTC
989
Kistler-Tiffany Companies
Pennsylvania
$315K -$9.17K -174 -3%
CCM
990
Compton Capital Management
Rhode Island
$314K -$10.5K -200 -3%
WANY
991
Wealthspire Advisors (New York)
New York
$314K +$53.8K +1,022 +21%
EW
992
Evoke Wealth
California
$314K -$316 -6 -0.1%
TCOK
993
Trust Company of Kansas
Kansas
$312K +$307K +5,824 New
WA
994
WBH Advisory
Maryland
$311K -$10.5K -199 -3%
SPC
995
Stewart & Patten Company
California
$311K
GIM
996
Goelzer Investment Management
Indiana
$309K -$142K -2,700 -32%
1WA
997
180 Wealth Advisors
Washington
$308K
AWM
998
Aries Wealth Management
Maine
$306K
QCG
999
Quadrant Capital Group
Ohio
$305K -$11K -208 -3%
KMWM
1000
Keudell/Morrison Wealth Management
Oregon
$305K

GIS Hedge Fund Activity: Q4 2019 in Review

1,364 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q4 2019, worth a combined $23.4B — down 0.46% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new GIS positions and 71 closed out — a net gain of 113 holders — while 494 added to existing stakes and 479 trimmed.

The largest buyer was Capital World Investors, adding an estimated $326M. The largest seller was Massachusetts Financial Services, cutting an estimated $138M.

  • 1,364 institutional investors held General Mills (GIS) as of Q4 2019, up from 1,269 in Q3 2019.
  • Funds reported $23.4B of General Mills stock for Q4 2019, down 0.46% quarter-over-quarter.
  • 184 funds opened new General Mills positions in Q4 2019 and 71 closed out, a net change of +113 holders.
  • The largest General Mills buyer in Q4 2019 was Capital World Investors, an estimated $326M added.
  • The largest General Mills seller in Q4 2019 was Massachusetts Financial Services, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2019.