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General Mills

1,185 hedge funds and large institutions have $22.6B invested in General Mills in 2017 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 464 increasing their positions, 448 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 464 | Existing positions reduced: 448

0.26% less ownership

Funds ownership: 70.86%70.6% (-0.26%)

7% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 87

2% less funds holding

Funds holding: 1,2061,185 (-21)

5% less capital invested

Capital invested by funds: $23.8B → $22.6B (-$1.26B)

12% less call options, than puts

Call options by funds: $306M | Put options by funds: $349M

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
1,185
Holders Change
-21
Holders Change %
-1.74%
% of All Funds
29.54%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.25%
New
81
Increased
464
Reduced
448
Closed
87
Calls
$306M
Puts
$349M
Net Calls
-$43.2M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1076
Jacobi Capital Management
Pennsylvania
$101K
MLFP
1077
MPS Loria Financial Planners
Illinois
$99K +$98.2K +1,721 New
BRC
1078
Bell Rock Capital
Delaware
$97K +$95K +1,664 +1,935%
HA
1079
Harfst & Associates
Wyoming
$94K +$16.1K +282 +20%
WTB
1080
Washington Trust Bank
Washington
$93K -$45K -789 -32%
CPA
1081
Clear Perspective Advisors
Illinois
$92K -$24.3K -425 -20%
DBT
1082
Dubuque Bank & Trust
Iowa
$91K -$375K -6,568 -80%
SIM
1083
Sonora Investment Management
Arizona
$90.5K
NSB
1084
Norway Savings Bank
Maine
$87K +$39.9K +700 +81%
AIM
1085
Advantage Investment Management
Iowa
$82K +$5.71K +100 +7%
IP
1086
Isthmus Partners
Wisconsin
$78K
RFWA
1087
RPg Family Wealth Advisory
Massachusetts
$76.4K +$31.2K +546 +66%
GLI
1088
Guardian Life Insurance
New York
$72K -$53.7K -941 -42%
FPF
1089
FNY Partners Fund
New York
$72K +$74.2K +1,300 New
CT
1090
Clearstead Trust
Maine
$69K +$12.8K +225 +11%
PCA
1091
Peddock Capital Advisors
Massachusetts
$66K
SA
1092
SRH Advisors
Kansas
$66K
TCM
1093
Tradewinds Capital Management
Washington
$63K
DIA
1094
Davidson Investment Advisors
Montana
$62K -$75.9K -1,330 -54%
RFA
1095
Reilly Financial Advisors
California
$62K +$35.3K +619 +122%
CBT
1096
Capital Bank & Trust
California
$62K +$63.7K +1,116 New
MCA
1097
Mercer Capital Advisers
New Jersey
$61K
PMFA
1098
Plante Moran Financial Advisors
Michigan
$60K -$4.57K -80 -7%
IPC
1099
Independent Portfolio Consultants
Florida
$56K +$5.14K +90 +10%
PCTC
1100
Perkins Coie Trust Company
Washington
$54K

GIS Hedge Fund Activity: Q2 2017 in Review

1,185 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q2 2017, worth a combined $22.6B — down 5.3% from $23.8B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of GIS and 81 opened new positions — a net loss of 6 holders — while 448 trimmed existing stakes and 464 added.

The largest buyer was Flossbach Von Storch, opening a new position worth an estimated $234M. The largest seller was Credit Agricole, cutting an estimated $291M.

  • 1,185 institutional investors held General Mills (GIS) as of Q2 2017, down from 1,206 in Q1 2017.
  • Funds reported $22.6B of General Mills stock for Q2 2017, down 5.3% quarter-over-quarter.
  • 81 funds opened new General Mills positions in Q2 2017 and 87 closed out, a net change of -6 holders.
  • The largest General Mills buyer in Q2 2017 was Flossbach Von Storch, an estimated $234M added.
  • The largest General Mills seller in Q2 2017 was Credit Agricole, an estimated $291M sold.

Based on aggregated 13F filings for Q2 2017.