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General Mills
GIS

1,161 hedge funds and large institutions have $26.2B invested in General Mills in 2016 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 451 increasing their positions, 427 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 58

31% more call options, than puts

Call options by funds: $284M | Put options by funds: $217M

23% more funds holding in top 10

Funds holding in top 10: 22 → 27 (+5)

11% more capital invested

Capital invested by funds: $23.6B → $26.2B (+$2.59B)

2.81% more ownership

Funds ownership: 69.09% → 71.89% (+2.8%)

3% more funds holding

Funds holding: 1,131 → 1,161 (+30)

6% more repeat investments, than reductions

Existing positions increased: 451 | Existing positions reduced: 427

Holders
1,161
Holders Change
+30
Holders Change %
+2.65%
% of All Funds
30.94%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.72%
New
97
Increased
451
Reduced
427
Closed
58
Calls
$284M
Puts
$217M
Net Calls
+$66.9M
Net Calls Change
+$6.36M

Top Buyers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$524M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$369M
3
Bank of America
Bank of America
North Carolina
+$252M
4
LCOV
London Company of Virginia
Virginia
+$98.4M
5
BIT
BlackRock Institutional Trust
California
+$84.1M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$240M
2
Fidelity International
Fidelity International
Bermuda
-$168M
3
HMP
HS Management Partners
New York
-$107M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$72.7M
5
Ameriprise
Ameriprise
Minnesota
-$54.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
DSI
1126
Daiwa SB Investments
Japan
$20K +$18K +310 New
CBT
1127
Central Bank & Trust
Kentucky
$19K – – –
DPA
1128
Delphi Private Advisors
California
$17K -$1.45K -25 -8%
MWM
1129
MinichMacGregor Wealth Management
New York
$15K -$581 -10 -4%
GWS
1130
Glassman Wealth Services
Virginia
$15K – – –
AWM
1131
Avior Wealth Management
Nebraska
$14K -$3.78K -65 -23%
AOWM
1132
Alpha Omega Wealth Management
Virginia
$13K – – –
FWM
1133
Focused Wealth Management
New York
$13K – – –
TFO
1134
Tarbox Family Office
California
$12K -$639 -11 -5%
HFM
1135
Hartford Financial Management
Connecticut
$12K +$5.41K +93 +93%
OSAM
1136
O'Shaughnessy Asset Management
Connecticut
$11K +$10.5K +181 New
RWG
1137
Regal Wealth Group
California
$9K – – –
NC
1138
NewSquare Capital
Pennsylvania
$8K – – –
TSU
1139
TD Securities (USA)
New York
$8K – – –
WA
1140
WealthTrust-Arizona
Arizona
$8K – – –
HPBT
1141
High Point Bank & Trust
North Carolina
$7K -$5.81K -100 -49%
FMP
1142
Financial Management Professionals
Texas
$7K – – –
PCP
1143
Proficio Capital Partners
Massachusetts
$7K +$1.05K +18 +21%
KF
1144
Krilogy Financial
Missouri
$7K +$6.63K +114 New
1832 Asset Management
1145
1832 Asset Management
Ontario, Canada
$6K – – –
CFS
1146
Commonwealth Financial Services
West Virginia
$6K – – –
IIC
1147
Integrated Investment Consultants
Michigan
$6K +$5.81K +100 New
N
1148
Nuveen
North Carolina
$4.54K -$15.6M -269,077 -79%
BCFS
1149
Butensky & Cohen Financial Security
Florida
$4K – – –
HIM
1150
Hillsdale Investment Management
Ontario, Canada
$4K – – –
44 45
46
47 48

GIS Hedge Fund Activity: Q1 2016 in Review

1,161 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q1 2016, worth a combined $26.2B — up 11% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new GIS positions and 58 closed out — a net gain of 39 holders — while 451 added to existing stakes and 427 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $524M. The largest seller was Harris Associates, exiting entirely with an estimated $240M sold.

  • 1,161 institutional investors held General Mills (GIS) as of Q1 2016, up from 1,131 in Q4 2015.
  • Funds reported $26.2B of General Mills stock for Q1 2016, up 11% quarter-over-quarter.
  • 97 funds opened new General Mills positions in Q1 2016 and 58 closed out, a net change of +39 holders.
  • The largest General Mills buyer in Q1 2016 was Royal London Asset Management, an estimated $524M added.
  • The largest General Mills seller in Q1 2016 was Harris Associates, an estimated $240M sold.

Based on aggregated 13F filings for Q1 2016.