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General Mills

1,199 hedge funds and large institutions have $17.8B invested in General Mills in 2018 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 429 increasing their positions, 470 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 85

1% less funds holding

Funds holding: 1,2081,199 (-9)

9% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 470

2.49% less ownership

Funds ownership: 72.27%69.78% (-2.5%)

6% less capital invested

Capital invested by funds: $18.9B → $17.8B (-$1.1B)

30% less call options, than puts

Call options by funds: $245M | Put options by funds: $352M

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
1,199
Holders Change
-9
Holders Change %
-0.75%
% of All Funds
27.41%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.05%
New
90
Increased
429
Reduced
470
Closed
85
Calls
$245M
Puts
$352M
Net Calls
-$107M
Net Calls Change
-$61.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1101
Optimum Investment Advisors
Illinois
$31K
JFA
1102
JNBA Financial Advisors
Minnesota
$30K -$556K -12,290 -95%
VCM
1103
Versant Capital Management
Arizona
$30K -$1.99K -44 -6%
AOWM
1104
Alpha Omega Wealth Management
Virginia
$30K
BCM
1105
Blume Capital Management
California
$30K
EWM
1106
Endurance Wealth Management
Rhode Island
$30K
LFA
1107
Legacy Financial Advisors
Kentucky
$30K
PCTC
1108
Perkins Coie Trust Company
Washington
$30K
CQS
1109
Credential Qtrade Securities
$29.9K +$31.6K +697 New
VIA
1110
Vantage Investment Advisors
Pennsylvania
$28K
NSB
1111
Norway Savings Bank
Maine
$27K -$2.58K -57 -8%
PFGIA
1112
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$21.1K +467 +301%
BA
1113
Ballew Advisors
Mississippi
$26K
IDBONY
1114
Israel Discount Bank of New York
New York
$26K
TG
1115
TLP Group
Illinois
$25K +$25.9K +571 New
SWP
1116
Strategic Wealth Partners
Ohio
$24K -$3.31K -73 -12%
AIL
1117
AGF Investments LLC
Ontario, Canada
$23K -$1.2M -26,484 -98%
RFM
1118
Royal Fund Management
Florida
$23K -$1.95K -43 -7%
JWM
1119
Janiczek Wealth Management
Colorado
$23K
PSC
1120
Prentiss Smith & Co
Vermont
$22K
PMFA
1121
Plante Moran Financial Advisors
Michigan
$21K -$16.8K -372 -43%
GAM
1122
Gemmer Asset Management
California
$21K
WG
1123
Welch Group
Alabama
$20.8K +$1.59M +35,146 +8%
ED
1124
Exane Derivatives
France
$20.7K -$3.58K -79 -14%
FIB
1125
First Interstate Bank
Montana
$20K

GIS Hedge Fund Activity: Q3 2018 in Review

1,199 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q3 2018, worth a combined $17.8B — down 5.8% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new GIS positions and 85 closed out — a net gain of 5 holders — while 429 added to existing stakes and 470 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $64.8M. The largest seller was Schroder Investment Management Group, cutting an estimated $209M.

  • 1,199 institutional investors held General Mills (GIS) as of Q3 2018, down from 1,208 in Q2 2018.
  • Funds reported $17.8B of General Mills stock for Q3 2018, down 5.8% quarter-over-quarter.
  • 90 funds opened new General Mills positions in Q3 2018 and 85 closed out, a net change of +5 holders.
  • The largest General Mills buyer in Q3 2018 was Amundi Asset Management US, an estimated $64.8M added.
  • The largest General Mills seller in Q3 2018 was Schroder Investment Management Group, an estimated $209M sold.

Based on aggregated 13F filings for Q3 2018.