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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
HA
1001
Harfst & Associates
Wyoming
$271K +$242K +3,809 New
NFG
1002
Nations Financial Group
Iowa
$269K +$9.68K +152 +4%
ATC
1003
Adirondack Trust Company
New York
$268K +$5.09K +80 +2%
PAIA
1004
Park Avenue Institutional Advisers
New York
$267K -$1.08K -17 -0.5%
RIA
1005
Regal Investment Advisors
Michigan
$267K
AA
1006
Apriem Advisors
California
$264K +$127 +2 +0.1%
CP
1007
Coho Partners
Pennsylvania
$264K +$236K +3,700 New
William Blair Investment Management
1008
William Blair Investment Management
Illinois
$263K -$28.1K -442 -11%
BFPW
1009
BOK Financial Private Wealth
Colorado
$261K +$233K +3,659 New
AP
1010
Atwood & Palmer
Missouri
$260K
SIM
1011
SSI Investment Management
California
$258K +$3.12K +49 +1%
RIM
1012
Reliant Investment Management
Tennessee
$257K
LW
1013
Linscomb Wealth
Texas
$256K +$64 +1 +0%
YIA
1014
YHB Investment Advisors
Connecticut
$255K -$1.27K -20 -0.6%
HCM
1015
Hollencrest Capital Management
California
$254K -$416K -6,541 -65%
FMWA
1016
Forvis Mazars Wealth Advisors
Missouri
$254K -$15.3K -241 -6%
EDRAML
1017
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$254K
GT
1018
Greenleaf Trust
Michigan
$254K
NP
1019
NorthRock Partners
Minnesota
$253K -$6.37K -100 -3%
BSW
1020
Buckingham Strategic Wealth
Missouri
$253K +$21.2K +333 +10%
MSS
1021
Mitchell Sinkler & Starr
Pennsylvania
$251K
BCM
1022
Birmingham Capital Management
Alabama
$250K
FC
1023
FIC Capital
New York
$249K -$1.78K -28 -0.8%
BCI
1024
Brinker Capital Investments
Pennsylvania
$248K +$5.22K +82 +2%
STB
1025
S&T Bank
Pennsylvania
$246K

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.