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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
NAM
1051
NTV Asset Management
West Virginia
$219K +$196K +3,082 New
CA
1052
Cornerstone Advisory
Maryland
$218K +$195K +3,056 New
JCM
1053
Jag Capital Management
Missouri
$218K +$195K +3,062 New
TA
1054
TMD & Associates
Arizona
$216K -$19.5K -307 -9%
OAM
1055
Occidental Asset Management
California
$216K +$193K +3,024 New
SLA
1056
Silver Lake Advisory
Utah
$215K +$192K +3,009 New
NME
1057
Notis-McConarty Edward
$214K +$191K +3,000 New
AFP
1058
Ausdal Financial Partners
Iowa
$214K +$191K +3,006 New
ICM
1059
IMS Capital Management
Oregon
$212K +$189K +2,975 New
WA
1060
WESPAC Advisors
California
$211K +$189K +2,963 New
NAMA
1061
Nikko Asset Management Americas
New York
$210K -$216K -3,400 -52%
BJL
1062
Brighton Jones LLC
Washington
$210K +$187K +2,939 New
DSI
1063
Daiwa SB Investments
Japan
$208K +$175K +2,750 +887%
KTC
1064
Kistler-Tiffany Companies
Pennsylvania
$207K -$15K -235 -7%
QC
1065
QCM Cayman
Texas
$207K +$185K +2,907 New
JWA
1066
JFS Wealth Advisors
Pennsylvania
$204K -$637 -10 -0.3%
MPWT
1067
MassMutual Private Wealth & Trust
Connecticut
$204K +$108K +1,700 +147%
MFW
1068
Mosaic Family Wealth
Missouri
$203K
MHIC
1069
Marble Harbor Investment Counsel
Massachusetts
$203K +$181K +2,850 New
BFM
1070
Boothbay Fund Management
New York
$202K +$180K +2,826 New
CPA
1071
Cowen Prime Advisors
New York
$200K
TC
1072
Trust Company
Kansas
$199K
ECM
1073
Estabrook Capital Management
New York
$185K
GCA
1074
Greenwood Capital Associates
South Carolina
$183K +$163K +2,565 New
WTB
1075
Washington Trust Bank
Washington
$176K

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.