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General Mills
GIS

1,360 hedge funds and large institutions have $28.2B invested in General Mills in 2020 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 480 increasing their positions, 522 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 87

1% more capital invested

Capital invested by funds: $27.9B → $28.2B (+$250M)

1% more funds holding

Funds holding: 1,349 → 1,360 (+11)

0.02% more ownership

Funds ownership: 74.79% → 74.81% (+0.02%)

8% less repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 522

12% less call options, than puts

Call options by funds: $241M | Put options by funds: $273M

20% less funds holding in top 10

Funds holding in top 10: 25 → 20 (-5)

Holders
1,360
Holders Change
+11
Holders Change %
+0.82%
% of All Funds
27.44%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.4%
New
113
Increased
480
Reduced
522
Closed
87
Calls
$241M
Puts
$273M
Net Calls
-$32.6M
Net Calls Change
-$112M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$149M
2
First Trust Advisors
First Trust Advisors
Illinois
+$100M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$86.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$73M
5
Renaissance Technologies
Renaissance Technologies
New York
+$68.3M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$187M
2
PP
Prudential plc
United Kingdom
-$136M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$129M
4
State Street
State Street
Massachusetts
-$100M
5
Invesco
Invesco
Georgia
-$87.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1101
Kays Financial Advisory
Georgia
$236K +$239K +3,830 New
GAM
1102
Gould Asset Management
California
$234K +$238K +3,800 New
BSB
1103
Bangor Savings Bank
Maine
$233K – – –
NICM
1104
Neo Ivy Capital Management
New York
$231K -$311K -4,975 -57%
PI
1105
Putnam Investments
Massachusetts
$231K -$13.9K -222 -6%
WIC
1106
Whitegate Investment Counselors
New Hampshire
$231K – – –
JG
1107
Jefferies Group
New York
$231K +$234K +3,750 New
MCM
1108
MAI Capital Management
Ohio
$230K +$233K +3,728 New
LDFR
1109
Lehman & Derafelo Financial Resources
Pennsylvania
$229K – – –
CA
1110
Calton & Associates
Florida
$228K -$120K -1,914 -34%
RBFC
1111
Roman Butler Fullerton & Co
Missouri
$228K – – –
FFG
1112
Frisch Financial Group
New York
$228K +$563 +9 +0.2%
JAM
1113
Jupiter Asset Management
United Kingdom
$228K +$231K +3,696 New
Jacobs Levy Equity Management
1114
Jacobs Levy Equity Management
New Jersey
$222K +$225K +3,596 New
WI
1115
WrapManager Inc
California
$221K +$224K +3,584 New
LB
1116
Leo Brokerage
Texas
$220K +$223K +3,562 New
WHG
1117
Westwood Holdings Group
Texas
$218K -$93.8K -1,500 -30%
GIM
1118
Goelzer Investment Management
Indiana
$218K -$21.9K -350 -9%
BAM
1119
Barrett Asset Management
New York
$217K -$18.8K -300 -8%
GBT
1120
Grove Bank & Trust
Florida
$217K -$4.31K -69 -2%
OBGC
1121
O'Brien Greene & Co
Pennsylvania
$216K -$84.5K -1,352 -28%
BHIA
1122
Birch Hill Investment Advisors
Massachusetts
$215K – – –
AWM
1123
Aevitas Wealth Management
Massachusetts
$214K +$12.9K +207 +6%
ZAM
1124
Zevin Asset Management
Massachusetts
$213K -$25K -400 -10%
AWM
1125
Aries Wealth Management
Maine
$213K – – –
43 44
45
46 47

GIS Hedge Fund Activity: Q3 2020 in Review

1,360 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q3 2020, worth a combined $28.2B — up 0.9% from $27.9B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new GIS positions and 87 closed out — a net gain of 26 holders — while 480 added to existing stakes and 522 trimmed.

The largest buyer was Charles Schwab, adding an estimated $149M. The largest seller was Capital Research Global Investors, cutting an estimated $187M.

  • 1,360 institutional investors held General Mills (GIS) as of Q3 2020, up from 1,349 in Q2 2020.
  • Funds reported $28.2B of General Mills stock for Q3 2020, up 0.9% quarter-over-quarter.
  • 113 funds opened new General Mills positions in Q3 2020 and 87 closed out, a net change of +26 holders.
  • The largest General Mills buyer in Q3 2020 was Charles Schwab, an estimated $149M added.
  • The largest General Mills seller in Q3 2020 was Capital Research Global Investors, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2020.