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General Mills

1,208 hedge funds and large institutions have $18.9B invested in General Mills in 2018 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 463 increasing their positions, 438 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 93

2% more funds holding

Funds holding: 1,1831,208 (+25)

6% more repeat investments, than reductions

Existing positions increased: 463 | Existing positions reduced: 438

2% less capital invested

Capital invested by funds: $19.4B → $18.9B (-$454M)

3.26% less ownership

Funds ownership: 75.52%72.27% (-3.3%)

13% less call options, than puts

Call options by funds: $300M | Put options by funds: $346M

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
1,208
Holders Change
+25
Holders Change %
+2.11%
% of All Funds
27.66%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
126
Increased
463
Reduced
438
Closed
93
Calls
$300M
Puts
$346M
Net Calls
-$45.9M
Net Calls Change
-$227K
Name Holding Trade Value Shares
Change
Change in
Stake
KJWM
1076
Kiley Juergens Wealth Management
Washington
$64K +$63.4K +1,449 New
IP
1077
Isthmus Partners
Wisconsin
$62K
GI
1078
Gradient Investments
Minnesota
$60K +$2.93K +67 +5%
BAMG
1079
Brand Asset Management Group
Missouri
$60K +$59.5K +1,360 New
RA
1080
Rational Advisors
New York
$59K -$12.2K -278 -17%
KA
1081
Kaizen Advisory
Illinois
$59K +$34.9K +797 +147%
EWM
1082
Elmwood Wealth Management
California
$58.9K
LFG
1083
LifePlan Financial Group
Ohio
$57K
BWL
1084
Bogart Wealth LLC
Virginia
$56K
PCM
1085
Princeton Capital Management
New Jersey
$56K
CHP
1086
Cable Hill Partners
Oregon
$56K +$16.6K +380 +42%
IWP
1087
Icon Wealth Partners
Texas
$56K +$55.8K +1,276 New
PCA
1088
Peddock Capital Advisors
Massachusetts
$53K
GCM
1089
Gables Capital Management
Florida
$52K
AWM
1090
AllSquare Wealth Management
New York
$52K +$22.1K +505 +76%
SIS
1091
Sound Income Strategies
Florida
$51K -$14.1K -321 -22%
TCM
1092
Tradewinds Capital Management
Washington
$51K
RFA
1093
Reilly Financial Advisors
California
$50K +$131 +3 +0.3%
BWP
1094
Baldwin Wealth Partners
Massachusetts
$49K
CAW
1095
Cornerstone Advisors (Washington)
Washington
$49K +$219 +5 +0.5%
FCB
1096
First Command Bank
Texas
$46K +$1.97K +45 +4%
FCFS
1097
First Command Financial Services
Texas
$46K +$1.97K +45 +4%
MFT
1098
Moisand Fitzgerald Tamayo
Florida
$45K
JAM
1099
Jolley Asset Management
North Carolina
$42K
PO
1100
Private Ocean
California
$42K

GIS Hedge Fund Activity: Q2 2018 in Review

1,208 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q2 2018, worth a combined $18.9B — down 2.3% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new GIS positions and 93 closed out — a net gain of 33 holders — while 463 added to existing stakes and 438 trimmed.

The largest buyer was Macquarie Group, adding an estimated $175M. The largest seller was BlackRock, cutting an estimated $203M.

  • 1,208 institutional investors held General Mills (GIS) as of Q2 2018, up from 1,183 in Q1 2018.
  • Funds reported $18.9B of General Mills stock for Q2 2018, down 2.3% quarter-over-quarter.
  • 126 funds opened new General Mills positions in Q2 2018 and 93 closed out, a net change of +33 holders.
  • The largest General Mills buyer in Q2 2018 was Macquarie Group, an estimated $175M added.
  • The largest General Mills seller in Q2 2018 was BlackRock, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2018.