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General Mills

1,182 hedge funds and large institutions have $25B invested in General Mills in 2016 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 395 increasing their positions, 467 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 86

1% more funds holding

Funds holding: 1,1751,182 (+7)

0.26% less ownership

Funds ownership: 69.89%69.64% (-0.26%)

4% less capital invested

Capital invested by funds: $26.1B → $25B (-$1.11B)

6% less call options, than puts

Call options by funds: $264M | Put options by funds: $281M

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

15% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 467

Holders
1,182
Holders Change
+7
Holders Change %
+0.6%
% of All Funds
29.55%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.5%
New
113
Increased
395
Reduced
467
Closed
86
Calls
$264M
Puts
$281M
Net Calls
-$16.5M
Net Calls Change
-$58.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VC
1101
Vestor Capital
Illinois
$51K
LCM
1102
Liberty Capital Management
Michigan
$50K
SJIM
1103
St. Johns Investment Management
Florida
$49K
FAN
1104
Financial Advisors Network
California
$48.2K +$47.6K +769 New
NSB
1105
Norway Savings Bank
Maine
$46K +$46.1K +744 New
WPA
1106
West Paces Advisors
Georgia
$45.2K +$45.3K +731 New
ACM
1107
Armbruster Capital Management
New York
$45K
WA
1108
Winfield Associates
Ohio
$45K +$13.4K +217 +43%
BCM
1109
Blume Capital Management
California
$43K
AOWM
1110
Alpha Omega Wealth Management
Virginia
$43K +$30.6K +494 +247%
AIM
1111
Advantage Investment Management
Iowa
$42K +$12.3K +198 +41%
HR
1112
Howe & Rusling
New York
$41K
CHP
1113
Cable Hill Partners
Oregon
$40K -$8.43K -136 -17%
BL
1114
Balentine LLC
Georgia
$39K -$21.8K -352 -36%
MCM
1115
Manchester Capital Management
Vermont
$38K
ED
1116
Exane Derivatives
France
$35.1K -$6.2K -100 -15%
CCM
1117
Cribstone Capital Management
Maine
$34K
SHJ
1118
Sharkey, Howes & Javer
Colorado
$33K
VIA
1119
Vantage Investment Advisors
Pennsylvania
$31K
RFA
1120
Reilly Financial Advisors
California
$31K +$9.85K +159 +45%
GAM
1121
Gemmer Asset Management
California
$30K
BWM
1122
Baystate Wealth Management
Massachusetts
$28K +$27.9K +450 New
FCB
1123
First Command Bank
Texas
$26K +$25.4K +410 New
FCFS
1124
First Command Financial Services
Texas
$26K +$25.4K +410 New
AII
1125
AGF Investments Inc
Ontario, Canada
$25K

GIS Hedge Fund Activity: Q4 2016 in Review

1,182 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q4 2016, worth a combined $25B — down 4.3% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new GIS positions and 86 closed out — a net gain of 27 holders — while 395 added to existing stakes and 467 trimmed.

The largest buyer was Wells Fargo, adding an estimated $173M. The largest seller was Massachusetts Financial Services, cutting an estimated $227M.

  • 1,182 institutional investors held General Mills (GIS) as of Q4 2016, up from 1,175 in Q3 2016.
  • Funds reported $25B of General Mills stock for Q4 2016, down 4.3% quarter-over-quarter.
  • 113 funds opened new General Mills positions in Q4 2016 and 86 closed out, a net change of +27 holders.
  • The largest General Mills buyer in Q4 2016 was Wells Fargo, an estimated $173M added.
  • The largest General Mills seller in Q4 2016 was Massachusetts Financial Services, an estimated $227M sold.

Based on aggregated 13F filings for Q4 2016.