We are live on ! Find out more
GIS icon

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
AIM
1076
Anchor Investment Management
South Carolina
$175K
BWP
1077
Baldwin Wealth Partners
Massachusetts
$173K -$1.65M -25,940 -91%
JG
1078
Jefferies Group
New York
$172K -$116K -1,827 -43%
SCA
1079
Stuart Chaussee & Associates
California
$171K +$53.8K +845 +55%
WEC
1080
Winslow Evans & Crocker
Massachusetts
$171K +$64 +1 +0%
AF
1081
Allworth Financial
California
$167K +$2.1K +33 +1%
TWMP
1082
Taylor Wealth Management Partners
Massachusetts
$166K +$28.6K +450 +24%
FQ
1083
First Quadrant
California
$164K -$17.5M -275,200 -99%
GLI
1084
Guardian Life Insurance
New York
$159K +$891 +14 +0.6%
EWM
1085
Endurance Wealth Management
Rhode Island
$157K -$15.9K -250 -10%
S
1086
SignatureFD
Georgia
$156K +$44.6K +701 +47%
PHK
1087
Point72 Hong Kong
Hong Kong
$150K +$134K +2,100 New
CFA
1088
CT Financial Advisors
Pennsylvania
$143K
SIM
1089
Sonora Investment Management
Arizona
$140K +$8.34K +131 +7%
ASN
1090
Advisory Services Network
Georgia
$138K +$85.9K +1,349 +229%
Loomis, Sayles & Company
1091
Loomis, Sayles & Company
Massachusetts
$135K -$1.78K -28 -1%
HDIM
1092
Hanson & Doremus Investment Management
Vermont
$133K +$6.37K +100 +6%
LWA
1093
Lenox Wealth Advisors
New York
$127K +$828 +13 +0.7%
MFBTD
1094
MB Financial Bank - Trust Department
Illinois
$126K -$4.2K -66 -4%
BKA
1095
Brick & Kyle Associates
Pennsylvania
$114K +$6.37K +100 +7%
SCM
1096
Southport Capital Management
Tennessee
$107K +$95.2K +1,495 New
VWM
1097
Valley Wealth Managers
New Jersey
$103K +$92.3K +1,450 New
AIM
1098
Assured Investment Management
New York
$102K -$53.5K -840 -37%
VIA
1099
Vantage Investment Advisors
Pennsylvania
$101K +$12.7K +200 +16%
IP
1100
Isthmus Partners
Wisconsin
$100K

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.