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General Mills
GIS

1,364 hedge funds and large institutions have $23.4B invested in General Mills in 2019 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 494 increasing their positions, 479 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 71

25% more call options, than puts

Call options by funds: $358M | Put options by funds: $287M

7% more funds holding

Funds holding: 1,269 → 1,364 (+95)

1.57% more ownership

Funds ownership: 70.91% → 72.48% (+1.6%)

3% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 479

0% less capital invested

Capital invested by funds: $23.6B → $23.4B (-$109M)

17% less funds holding in top 10

Funds holding in top 10: 18 → 15 (-3)

Holders
1,364
Holders Change
+95
Holders Change %
+7.49%
% of All Funds
26.88%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.3%
New
184
Increased
494
Reduced
479
Closed
71
Calls
$358M
Puts
$287M
Net Calls
+$71M
Net Calls Change
+$12.6M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$326M
2
Morgan Stanley
Morgan Stanley
New York
+$74.6M
3
AAMU
Amundi Asset Management US
Massachusetts
+$70.5M
4
Stifel Financial
Stifel Financial
Missouri
+$56.5M
5
State Street
State Street
Massachusetts
+$50.1M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$138M
2
BlackRock
BlackRock
New York
-$132M
3
AIG
American International Group
New York
-$123M
4
Goldman Sachs
Goldman Sachs
New York
-$95.8M
5
AL
AJO LP
Pennsylvania
-$59.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMTC
1126
Farmers & Merchants Trust Company
California
$214K -$587K -11,136 -74%
IA
1127
Icon Advisers
Colorado
$214K -$89.6K -1,700 -30%
DA
1128
Doliver Advisors
Texas
$214K – – –
PPCM
1129
Pillar Pacific Capital Management
California
$214K – – –
RIM
1130
Reliant Investment Management
Tennessee
$214K – – –
SA
1131
Strategic Advisors
New York
$214K – – –
TAM
1132
Taurus Asset Management
New York
$214K – – –
WSCM
1133
Wellington Shields Capital Management
New York
$214K – – –
BS
1134
Boenning & Scattergood
Pennsylvania
$214K +$15.8K +300 +8%
DSC
1135
Duncker Streett & Co
Missouri
$213K -$24.7K -468 -11%
SCM
1136
Salem Capital Management
Massachusetts
$213K – – –
PFA
1137
Pathway Financial Advisors
Vermont
$213K +$207K +3,926 New
GSBTD
1138
Glenview State Bank Trust Department
Illinois
$212K – – –
SW
1139
SteelPeak Wealth
California
$212K +$209K +3,961 New
ACWM
1140
Adams Chetwood Wealth Management
North Carolina
$209K +$205K +3,900 New
WAP
1141
Wealthcare Advisory Partners
Pennsylvania
$208K +$685 +13 +0.3%
TFA
1142
Teamwork Financial Advisors
Texas
$207K +$204K +3,868 New
PM
1143
Penbrook Management
New York
$206K – – –
WMA
1144
Wealth Management Associates
New Jersey
$206K -$100K -1,898 -33%
SG
1145
StoneX Group
New York
$205K +$202K +3,826 New
HSA
1146
HBK Sorce Advisory
Pennsylvania
$204K -$14K -265 -7%
BAM
1147
Barrett Asset Management
New York
$204K – – –
NAM
1148
NTV Asset Management
West Virginia
$204K +$201K +3,814 New
FBT
1149
First Bank & Trust
South Dakota
$201K -$67.2K -1,275 -25%
WIC
1150
Whitegate Investment Counselors
New Hampshire
$201K – – –
44 45
46
47 48

GIS Hedge Fund Activity: Q4 2019 in Review

1,364 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q4 2019, worth a combined $23.4B — down 0.46% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new GIS positions and 71 closed out — a net gain of 113 holders — while 494 added to existing stakes and 479 trimmed.

The largest buyer was Capital World Investors, adding an estimated $326M. The largest seller was Massachusetts Financial Services, cutting an estimated $138M.

  • 1,364 institutional investors held General Mills (GIS) as of Q4 2019, up from 1,269 in Q3 2019.
  • Funds reported $23.4B of General Mills stock for Q4 2019, down 0.46% quarter-over-quarter.
  • 184 funds opened new General Mills positions in Q4 2019 and 71 closed out, a net change of +113 holders.
  • The largest General Mills buyer in Q4 2019 was Capital World Investors, an estimated $326M added.
  • The largest General Mills seller in Q4 2019 was Massachusetts Financial Services, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2019.