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General Mills

1,199 hedge funds and large institutions have $17.8B invested in General Mills in 2018 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 429 increasing their positions, 470 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 85

1% less funds holding

Funds holding: 1,2081,199 (-9)

9% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 470

2.49% less ownership

Funds ownership: 72.27%69.78% (-2.5%)

6% less capital invested

Capital invested by funds: $18.9B → $17.8B (-$1.1B)

30% less call options, than puts

Call options by funds: $245M | Put options by funds: $352M

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
1,199
Holders Change
-9
Holders Change %
-0.75%
% of All Funds
27.41%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.05%
New
90
Increased
429
Reduced
470
Closed
85
Calls
$245M
Puts
$352M
Net Calls
-$107M
Net Calls Change
-$61.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OSNBOA
1051
Old Second National Bank of Aurora
Illinois
$75K
MNBTD
1052
Moody National Bank Trust Division
Texas
$74K +$78.1K +1,725 New
MCM
1053
Monument Capital Management
Virginia
$74K +$78.3K +1,730 New
GLI
1054
Guardian Life Insurance
New York
$72K +$2.08K +46 +3%
AA
1055
Ancora Advisors
Ohio
$72K +$76.1K +1,680 New
WSTAM
1056
Wilbanks Smith & Thomas Asset Management
Virginia
$71K +$75.3K +1,664 New
KF
1057
Krilogy Financial
Missouri
$69K +$72.4K +1,598 New
FLI
1058
Family Legacy Inc
South Carolina
$68K +$3.98K +88 +6%
JWA
1059
JFS Wealth Advisors
Pennsylvania
$67K -$1.99K -44 -3%
JA
1060
JOYN Advisors
Georgia
$64K -$10.1K -222 -13%
ADL
1061
Asset Dedication LLC
California
$63K
BWL
1062
Bogart Wealth LLC
Virginia
$61K +$6.75K +149 +12%
IP
1063
Isthmus Partners
Wisconsin
$60K
CAW
1064
Cornerstone Advisors (Washington)
Washington
$60K +$12.7K +281 +25%
BAMG
1065
Brand Asset Management Group
Missouri
$58K
KA
1066
Kaizen Advisory
Illinois
$58K
CWA
1067
Clarus Wealth Advisors
Arizona
$58K +$50.9K +1,124 +489%
EWM
1068
Elmwood Wealth Management
California
$57.1K
CHP
1069
Cable Hill Partners
Oregon
$55K
LFG
1070
LifePlan Financial Group
Ohio
$55K
PCM
1071
Princeton Capital Management
New Jersey
$54K
GI
1072
Gradient Investments
Minnesota
$53K -$5.61K -124 -9%
MCM
1073
Manchester Capital Management
Vermont
$52K -$22K -485 -28%
PCA
1074
Peddock Capital Advisors
Massachusetts
$52K
CFA
1075
Camarda Financial Advisors
Florida
$52K +$54.3K +1,200 New

GIS Hedge Fund Activity: Q3 2018 in Review

1,199 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q3 2018, worth a combined $17.8B — down 5.8% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new GIS positions and 85 closed out — a net gain of 5 holders — while 429 added to existing stakes and 470 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $64.8M. The largest seller was Schroder Investment Management Group, cutting an estimated $209M.

  • 1,199 institutional investors held General Mills (GIS) as of Q3 2018, down from 1,208 in Q2 2018.
  • Funds reported $17.8B of General Mills stock for Q3 2018, down 5.8% quarter-over-quarter.
  • 90 funds opened new General Mills positions in Q3 2018 and 85 closed out, a net change of +5 holders.
  • The largest General Mills buyer in Q3 2018 was Amundi Asset Management US, an estimated $64.8M added.
  • The largest General Mills seller in Q3 2018 was Schroder Investment Management Group, an estimated $209M sold.

Based on aggregated 13F filings for Q3 2018.