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General Mills

1,199 hedge funds and large institutions have $17.8B invested in General Mills in 2018 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 429 increasing their positions, 470 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 85

1% less funds holding

Funds holding: 1,2081,199 (-9)

9% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 470

2.49% less ownership

Funds ownership: 72.27%69.78% (-2.5%)

6% less capital invested

Capital invested by funds: $18.9B → $17.8B (-$1.1B)

30% less call options, than puts

Call options by funds: $245M | Put options by funds: $352M

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
1,199
Holders Change
-9
Holders Change %
-0.75%
% of All Funds
27.41%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.05%
New
90
Increased
429
Reduced
470
Closed
85
Calls
$245M
Puts
$352M
Net Calls
-$107M
Net Calls Change
-$61.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
1151
Tarbox Family Office
California
$10K
SHJ
1152
Sharkey, Howes & Javer
Colorado
$10K +$14.5K +320 +60%
PO
1153
Private Ocean
California
$9K -$33.2K -733 -78%
BL
1154
Balentine LLC
Georgia
$9K
HT
1155
Heritage Trust
Oklahoma
$9K
SIC
1156
Salem Investment Counselors
North Carolina
$9K
WF
1157
WealthTrust Fairport
Ohio
$9K
CWSR
1158
Chessman Wealth Strategies RIA
Texas
$9K +$9.05K +200 New
HI
1159
Hudock Inc
Pennsylvania
$9K +$9.78K +216 New
PCFFS
1160
Pacific Center for Financial Services
California
$8K
CAGAS
1161
Capital Advisory Group Advisory Services
Minnesota
$7K
TC
1162
Trust Company
Kansas
$6K -$99.7K -2,203 -94%
CI
1163
CX Institutional
Indiana
$6K
RWG
1164
Regal Wealth Group
California
$6K
VNA
1165
Valley National Advisers
Pennsylvania
$6K +$45 +1 +0.8%
AAP
1166
Arax Advisory Partners
Colorado
$6K +$6.2K +137 New
AC
1167
Avestar Capital
New York
$5K -$12K -264 -65%
AWM
1168
Avior Wealth Management
Nebraska
$5K
CJA
1169
C-J Advisory
California
$5K
FMP
1170
Financial Management Professionals
Texas
$5K
FPB
1171
First PREMIER Bank
South Dakota
$5K
TSW
1172
Thompson Siegel & Walmsley
Virginia
$5K
TIM
1173
Tortoise Investment Management
New York
$5K
RWA
1174
River Wealth Advisors
Pennsylvania
$4K -$22.6K -500 -83%
CFD
1175
Creative Financial Designs
Indiana
$4K -$11.3K -249 -71%

GIS Hedge Fund Activity: Q3 2018 in Review

1,199 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q3 2018, worth a combined $17.8B — down 5.8% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new GIS positions and 85 closed out — a net gain of 5 holders — while 429 added to existing stakes and 470 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $64.8M. The largest seller was Schroder Investment Management Group, cutting an estimated $209M.

  • 1,199 institutional investors held General Mills (GIS) as of Q3 2018, down from 1,208 in Q2 2018.
  • Funds reported $17.8B of General Mills stock for Q3 2018, down 5.8% quarter-over-quarter.
  • 90 funds opened new General Mills positions in Q3 2018 and 85 closed out, a net change of +5 holders.
  • The largest General Mills buyer in Q3 2018 was Amundi Asset Management US, an estimated $64.8M added.
  • The largest General Mills seller in Q3 2018 was Schroder Investment Management Group, an estimated $209M sold.

Based on aggregated 13F filings for Q3 2018.