We are live on ! Find out more
GIS icon

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
NIMI
1001
Natixis Investment Managers International
France
$154K +$185K +3,411 New
MFW
1002
Mosaic Family Wealth
Missouri
$147K
LWM
1003
Lenox Wealth Management
Ohio
$147K +$542 +10 +0.3%
PR
1004
Payden & Rygel
California
$144K -$1.4M -25,800 -89%
BFC
1005
Bedel Financial Consulting
Indiana
$142K -$30.6K -565 -15%
AssetMark Inc
1006
AssetMark Inc
California
$142K -$5.48K -101 -3%
CAGAS
1007
Capital Advisory Group Advisory Services
Minnesota
$142K +$171K +3,150 New
ATC
1008
Adirondack Trust Company
New York
$141K -$12.5K -230 -7%
Fuller & Thaler Asset Management
1009
Fuller & Thaler Asset Management
California
$140K -$81.4K -1,500 -33%
ANBT
1010
American National Bank & Trust
Texas
$140K -$54.2K -1,000 -24%
FGC
1011
Financial Gravity Companies
Texas
$140K +$57.5K +1,060 +47%
FGAM
1012
Financial Gravity Asset Management
Texas
$140K +$179K +3,298 New
CWM
1013
Catamount Wealth Management
Connecticut
$135K -$128K -2,366 -44%
KPCM
1014
Kings Point Capital Management
New York
$135K -$10K -185 -6%
CCM
1015
Cribstone Capital Management
Maine
$135K -$2.44K -45 -1%
TG
1016
TLP Group
Illinois
$135K +$145K +2,674 +841%
AF
1017
Allworth Financial
California
$134K +$41.1K +758 +34%
RCAG
1018
Rehmann Capital Advisory Group
Michigan
$128K -$108K -1,997 -41%
JCM
1019
Jacobi Capital Management
Pennsylvania
$128K -$5.04K -93 -3%
CPA
1020
Cowen Prime Advisors
New York
$126K
FRA
1021
Front Row Advisors
California
$126K
PFA
1022
Pathway Financial Advisors
Vermont
$123K
ARMT
1023
Amica Retiree Medical Trust
Rhode Island
$122K -$37.8K -696 -20%
ECM
1024
Estabrook Capital Management
New York
$117K
IFAM
1025
Institutional & Family Asset Management
Colorado
$115K +$138K +2,542 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.