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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
CBT
1151
Central Bank & Trust
Kentucky
$21K
DPA
1152
Delphi Private Advisors
California
$20K -$64 -1 -0.4%
FMP
1153
Financial Management Professionals
Texas
$19K +$10.3K +162 +142%
TSW
1154
Thompson Siegel & Walmsley
Virginia
$17K -$7.96K -125 -34%
MWM
1155
MinichMacGregor Wealth Management
New York
$17K
PCP
1156
Proficio Capital Partners
Massachusetts
$17K +$8.72K +137 +133%
RAM
1157
Riggs Asset Management
Pennsylvania
$17K +$15.5K +244 New
AWM
1158
Avior Wealth Management
Nebraska
$16K
GWS
1159
Glassman Wealth Services
Virginia
$16K
CFS
1160
Commonwealth Financial Services
West Virginia
$16K +$8.15K +128 +128%
OSAM
1161
O'Shaughnessy Asset Management
Connecticut
$15K +$2.23K +35 +19%
AOWM
1162
Alpha Omega Wealth Management
Virginia
$14K
FWM
1163
Focused Wealth Management
New York
$14K
TFO
1164
Tarbox Family Office
California
$14K
SEC
1165
Seven Eight Capital
New York
$14K +$12.7K +200 New
TCM
1166
Tradewinds Capital Management
Washington
$14K +$12.7K +200 New
WAP
1167
Wealthcare Advisory Partners
Pennsylvania
$14K +$12.7K +200 New
HFM
1168
Hartford Financial Management
Connecticut
$13K
NC
1169
NewSquare Capital
Pennsylvania
$12K +$2.99K +47 +38%
RWG
1170
Regal Wealth Group
California
$10K
WA
1171
WealthTrust-Arizona
Arizona
$9K
KF
1172
Krilogy Financial
Missouri
$8K
1832 Asset Management
1173
1832 Asset Management
Ontario, Canada
$7K
HPBT
1174
High Point Bank & Trust
North Carolina
$7K
IIC
1175
Integrated Investment Consultants
Michigan
$7K

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.