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General Mills
GIS

1,360 hedge funds and large institutions have $28.2B invested in General Mills in 2020 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 480 increasing their positions, 522 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 87

1% more capital invested

Capital invested by funds: $27.9B → $28.2B (+$250M)

1% more funds holding

Funds holding: 1,349 → 1,360 (+11)

0.02% more ownership

Funds ownership: 74.79% → 74.81% (+0.02%)

8% less repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 522

12% less call options, than puts

Call options by funds: $241M | Put options by funds: $273M

20% less funds holding in top 10

Funds holding in top 10: 25 → 20 (-5)

Holders
1,360
Holders Change
+11
Holders Change %
+0.82%
% of All Funds
27.44%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.4%
New
113
Increased
480
Reduced
522
Closed
87
Calls
$241M
Puts
$273M
Net Calls
-$32.6M
Net Calls Change
-$112M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$149M
2
First Trust Advisors
First Trust Advisors
Illinois
+$100M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$86.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$73M
5
Renaissance Technologies
Renaissance Technologies
New York
+$68.3M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$187M
2
PP
Prudential plc
United Kingdom
-$136M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$129M
4
State Street
State Street
Massachusetts
-$100M
5
Invesco
Invesco
Georgia
-$87.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
1201
Kistler-Tiffany Companies
Pennsylvania
$92K -$78.1K -1,249 -46%
JWA
1202
JFS Wealth Advisors
Pennsylvania
$92K – – –
PFGIA
1203
Patriot Financial Group Insurance Agency
Massachusetts
$91K +$17.6K +282 +24%
AA
1204
Advisory Alpha
Michigan
$91K +$92.5K +1,480 New
PO
1205
Private Ocean
California
$87K – – –
AWM
1206
Atticus Wealth Management
Florida
$87K +$438 +7 +0.5%
CAM
1207
CenterStar Asset Management
Illinois
$85K – – –
IRAG
1208
Investment Research & Advisory Group
Georgia
$85K – – –
PCM
1209
Penserra Capital Management
California
$85K +$125 +2 +0.1%
BAMG
1210
Brand Asset Management Group
Missouri
$84K – – –
HMS
1211
Hanseatic Management Services
New Mexico
$83K -$276K -4,410 -77%
FBT
1212
First Bank & Trust
South Dakota
$82K – – –
AWA
1213
Arkadios Wealth Advisors
Georgia
$81.2K +$438 +7 +0.5%
IRC
1214
Investors Research Corp
Georgia
$81K – – –
EWM
1215
Elmwood Wealth Management
California
$80K – – –
TAIM
1216
TD Ameritrade Investment Management
Nebraska
$80K +$30.9K +494 +61%
LFG
1217
LifePlan Financial Group
Ohio
$79K – – –
PS
1218
Planned Solutions
California
$77K +$77.6K +1,242 New
MCM
1219
Manchester Capital Management
Vermont
$75K – – –
MLFP
1220
MPS Loria Financial Planners
Illinois
$74K – – –
NG
1221
NWK Group
California
$69K – – –
BWP
1222
Baldwin Wealth Partners
Massachusetts
$68K – – –
SIS
1223
Sound Income Strategies
Florida
$68K +$188 +3 +0.3%
TFGT
1224
TS Financial Group (TSFG)
Illinois
$67K -$8.81K -141 -12%
CSPIA
1225
Cary Street Partners Investment Advisory
Virginia
$65K +$65.4K +1,046 New
47 48
49
50 51

GIS Hedge Fund Activity: Q3 2020 in Review

1,360 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q3 2020, worth a combined $28.2B — up 0.9% from $27.9B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new GIS positions and 87 closed out — a net gain of 26 holders — while 480 added to existing stakes and 522 trimmed.

The largest buyer was Charles Schwab, adding an estimated $149M. The largest seller was Capital Research Global Investors, cutting an estimated $187M.

  • 1,360 institutional investors held General Mills (GIS) as of Q3 2020, up from 1,349 in Q2 2020.
  • Funds reported $28.2B of General Mills stock for Q3 2020, up 0.9% quarter-over-quarter.
  • 113 funds opened new General Mills positions in Q3 2020 and 87 closed out, a net change of +26 holders.
  • The largest General Mills buyer in Q3 2020 was Charles Schwab, an estimated $149M added.
  • The largest General Mills seller in Q3 2020 was Capital Research Global Investors, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2020.