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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
ADL
1051
Asset Dedication LLC
California
$66K +$27.1K +500 +53%
SIS
1052
Sound Income Strategies
Florida
$66K +$68.3K +1,259 +602%
ABA
1053
American Beacon Advisors
Texas
$64K +$7.05K +130 +10%
EWM
1054
Endurance Wealth Management
Rhode Island
$63K
IP
1055
Isthmus Partners
Wisconsin
$63K
OIA
1056
OneDigital Investment Advisors
Kansas
$61K -$33.7K -621 -31%
EWM
1057
Elmwood Wealth Management
California
$60K +$72.2K +1,331 New
GLI
1058
Guardian Life Insurance
New York
$59K -$30.4K -560 -30%
GI
1059
Gradient Investments
Minnesota
$58K -$7.27M -133,984 -99%
BWL
1060
Bogart Wealth LLC
Virginia
$58K -$43K -792 -38%
PMFA
1061
Plante Moran Financial Advisors
Michigan
$58K +$24.1K +445 +52%
LFG
1062
LifePlan Financial Group
Ohio
$58K +$69.4K +1,280 New
PCM
1063
Princeton Capital Management
New Jersey
$57K +$68.3K +1,260 New
PCA
1064
Peddock Capital Advisors
Massachusetts
$54K
GCM
1065
Gables Capital Management
Florida
$54K +$65K +1,198 New
AIS
1066
AlphaOne Investment Services
Pennsylvania
$53K +$63.9K +1,178 New
TCM
1067
Tradewinds Capital Management
Washington
$52K
RFA
1068
Reilly Financial Advisors
California
$51K +$108 +2 +0.2%
CBT
1069
Capital Bank & Trust
California
$50K -$29.3K -541 -33%
CAW
1070
Cornerstone Advisors (Washington)
Washington
$50K +$26K +479 +77%
BWP
1071
Baldwin Wealth Partners
Massachusetts
$49K -$43.9K -809 -42%
RFWA
1072
RPg Family Wealth Advisory
Massachusetts
$48.5K -$20.3K -374 -26%
GBBWRPM
1073
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$47K +$56K +1,032 New
MFT
1074
Moisand Fitzgerald Tamayo
Florida
$46K
FCB
1075
First Command Bank
Texas
$45.1K +$33.4K +615 +159%

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.