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General Mills

1,196 hedge funds and large institutions have $30B invested in General Mills in 2016 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 413 increasing their positions, 474 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 40

111% more call options, than puts

Call options by funds: $302M | Put options by funds: $143M

41% more funds holding in top 10

Funds holding in top 10: 2738 (+11)

15% more capital invested

Capital invested by funds: $26.2B → $30B (+$3.84B)

3% more funds holding

Funds holding: 1,1611,196 (+35)

1.05% less ownership

Funds ownership: 71.89%70.84% (-1.1%)

13% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 474

Holders
1,196
Holders Change
+35
Holders Change %
+3.01%
% of All Funds
31.91%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
1.01%
New
90
Increased
413
Reduced
474
Closed
40
Calls
$302M
Puts
$143M
Net Calls
+$159M
Net Calls Change
+$92.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1126
Blume Capital Management
California
$50K
BL
1127
Balentine LLC
Georgia
$45K +$39.9K +627 New
ED
1128
Exane Derivatives
France
$45K +$2.48K +39 +7%
MCM
1129
Manchester Capital Management
Vermont
$44K
SHJ
1130
Sharkey, Howes & Javer
Colorado
$38K
WA
1131
Winfield Associates
Ohio
$37K +$6.75K +106 +27%
JCM
1132
Jacobi Capital Management
Pennsylvania
$36K +$31.8K +500 New
HIIFS
1133
Harel Insurance Investments & Financial Services
Israel
$36K +$32.1K +505 New
NYLT
1134
New York Life Trust
New York
$35K -$5.79K -91 -16%
GAM
1135
Gemmer Asset Management
California
$35K
IPC
1136
Independent Portfolio Consultants
Florida
$34K -$11.5K -180 -27%
PCTC
1137
Perkins Coie Trust Company
Washington
$34K
FIB
1138
First Interstate Bank
Montana
$33K
QCG
1139
Quadrant Capital Group
Ohio
$32K -$71.8K -1,128 -68%
NCM
1140
Nelson Capital Management
California
$32K +$28.1K +442 New
CAW
1141
Cornerstone Advisors (Washington)
Washington
$31K
AIM
1142
Arcadia Investment Management
Michigan
$30K
AII
1143
AGF Investments Inc
Ontario, Canada
$29K
CA
1144
CapWealth Advisors
Tennessee
$29K
MMG
1145
Monetary Management Group
Missouri
$29K
JSAM
1146
J. Safra Asset Management
New York
$25K -$466K -7,326 -95%
OAJ
1147
Ogorek Anthony Joseph
New York
$25K
RFA
1148
Reilly Financial Advisors
California
$25K
AIM
1149
Advantage Investment Management
Iowa
$23K
CIA
1150
Cascade Investment Advisors
Oregon
$21.4K +$19.1K +300 New

GIS Hedge Fund Activity: Q2 2016 in Review

1,196 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q2 2016, worth a combined $30B — up 15% from $26.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new GIS positions and 40 closed out — a net gain of 50 holders — while 413 added to existing stakes and 474 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $168M. The largest seller was Royal London Asset Management, cutting an estimated $575M.

  • 1,196 institutional investors held General Mills (GIS) as of Q2 2016, up from 1,161 in Q1 2016.
  • Funds reported $30B of General Mills stock for Q2 2016, up 15% quarter-over-quarter.
  • 90 funds opened new General Mills positions in Q2 2016 and 40 closed out, a net change of +50 holders.
  • The largest General Mills buyer in Q2 2016 was AllianceBernstein, an estimated $168M added.
  • The largest General Mills seller in Q2 2016 was Royal London Asset Management, an estimated $575M sold.

Based on aggregated 13F filings for Q2 2016.