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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
IDBONY
1101
Israel Discount Bank of New York
New York
$27K -$2.71K -50 -8%
NWM
1102
Northwest Wealth Management
Iowa
$27K +$32.1K +591 New
CS
1103
Credential Securities
$26.7K +$11.2K +206 +53%
RFM
1104
Royal Fund Management
Florida
$26K -$14.2K -262 -31%
CA
1105
Centerpoint Advisors
Massachusetts
$26K +$30.7K +566 New
HWP
1106
Hefty Wealth Partners
Indiana
$25K
SLF
1107
Sun Life Financial
Ontario, Canada
$24.4K -$1.24M -22,935 -95%
KA
1108
Kaizen Advisory
Illinois
$24K
MIFH
1109
Migdal Insurance & Financial Holdings
Israel
$24K +$1.63K +30 +6%
SJIM
1110
St. Johns Investment Management
Florida
$23K -$13K -240 -32%
SHJ
1111
Sharkey, Howes & Javer
Colorado
$23K
PSC
1112
Prentiss Smith & Co
Vermont
$23K +$9.65K +178 +53%
PFGIA
1113
Patriot Financial Group Insurance Agency
Massachusetts
$22K -$7.7K -142 -22%
GAM
1114
Gemmer Asset Management
California
$22K
HAM
1115
Highstreet Asset Management
Ontario, Canada
$22K +$18.7K +344 +246%
POIA
1116
Pin Oak Investment Advisors
Texas
$21K
IIC
1117
Integrated Investment Consultants
Michigan
$20K +$23.9K +441 New
CC
1118
Claybrook Capital
Massachusetts
$19K
CCMIC
1119
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$18K
NPP
1120
New Potomac Partners
Maryland
$18K
BA
1121
Ballew Advisors
Mississippi
$18K +$21.7K +400 New
MCWS
1122
McKinley Carter Wealth Services
West Virginia
$17K -$191K -3,515 -90%
HCM
1123
Highlander Capital Management
New Jersey
$17K
HFM
1124
Hartford Financial Management
Connecticut
$17K +$7.87K +145 +62%
MYIA
1125
Mount Yale Investment Advisors
Colorado
$17K +$20.2K +373 New

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.