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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
FCFS
1076
First Command Financial Services
Texas
$45K +$33.4K +615 +159%
RWP
1077
RWA Wealth Partners
Massachusetts
$45K +$54.7K +1,008 New
JAM
1078
Jolley Asset Management
North Carolina
$43K
RCC
1079
Red Cedar Capital
Nebraska
$43K
LFA
1080
Legacy Financial Advisors
Kentucky
$43K +$18.4K +339 +52%
PO
1081
Private Ocean
California
$42K +$50.9K +938 New
CHP
1082
Cable Hill Partners
Oregon
$40K -$11.1K -205 -19%
MOS
1083
MGO One Seven
Ohio
$38K
BWA
1084
Burt Wealth Advisors
Maryland
$36K
MCM
1085
Manchester Capital Management
Vermont
$36K +$9K +166 +27%
AWA
1086
Acorn Wealth Advisors
Michigan
$36K +$11.1K +204 +34%
SFSIG
1087
San Francisco Sentry Investment Group
California
$35K
MSFP
1088
Mark Sheptoff Financial Planning
Connecticut
$34K -$24.4K -450 -37%
NSB
1089
Norway Savings Bank
Maine
$33K -$12.1K -223 -23%
PCTC
1090
Perkins Coie Trust Company
Washington
$32K -$5.64K -104 -13%
OIA
1091
Optimum Investment Advisors
Illinois
$32K +$39.1K +720 New
AOWM
1092
Alpha Omega Wealth Management
Virginia
$31K
BCM
1093
Blume Capital Management
California
$31K
GSC
1094
G&S Capital
Colorado
$31K
VCM
1095
Versant Capital Management
Arizona
$30K -$9.38K -173 -20%
AWM
1096
AllSquare Wealth Management
New York
$30K +$4.67K +86 +15%
FCAG
1097
First Capital Advisors Group
New Jersey
$30K +$35.8K +660 New
AC
1098
Avestar Capital
New York
$29K -$54.9K -1,012 -59%
VIA
1099
Vantage Investment Advisors
Pennsylvania
$29K
GFP
1100
Gryphon Financial Partners
Ohio
$27K -$7.76K -143 -19%

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.