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General Mills

1,208 hedge funds and large institutions have $18.9B invested in General Mills in 2018 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 463 increasing their positions, 438 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 93

2% more funds holding

Funds holding: 1,1831,208 (+25)

6% more repeat investments, than reductions

Existing positions increased: 463 | Existing positions reduced: 438

2% less capital invested

Capital invested by funds: $19.4B → $18.9B (-$454M)

3.26% less ownership

Funds ownership: 75.52%72.27% (-3.3%)

13% less call options, than puts

Call options by funds: $300M | Put options by funds: $346M

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
1,208
Holders Change
+25
Holders Change %
+2.11%
% of All Funds
27.66%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
126
Increased
463
Reduced
438
Closed
93
Calls
$300M
Puts
$346M
Net Calls
-$45.9M
Net Calls Change
-$227K
Name Holding Trade Value Shares
Change
Change in
Stake
MIS
101
Morningstar Investment Services
Illinois
$23M -$3.67M -83,928 -14%
PAM
102
Panagora Asset Management
Massachusetts
$22.8M +$8.84M +201,978 +65%
SC
103
Saturna Capital
Washington
$22.3M -$4.38M -100,000 -17%
SB
104
Suntrust Banks
Georgia
$22M -$5.43K -124 -0%
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$20.5M +$994K +22,707 +5%
HighTower Advisors
106
HighTower Advisors
Illinois
$20.4M +$8.47M +193,558 +73%
WI
107
WBI Investments
New Jersey
$20M +$18.1M +412,769 +1,042%
WG
108
Welch Group
Alabama
$19.9M +$2.02M +46,226 +11%
BTS
109
BB&T Securities
Virginia
$19.9M +$1.92M +43,754 +11%
Franklin Resources
110
Franklin Resources
California
$19.6M -$2.22M -50,754 -10%
QI
111
QS Investors
New York
$19.3M +$1.55M +35,388 +9%
GAM
112
Gotham Asset Management
New York
$18.9M -$14.1M -321,106 -43%
VDI
113
Vaughan David Investments
Illinois
$18.8M +$910K +20,800 +5%
AG
114
Aperio Group
California
$18.8M +$1.88M +42,863 +11%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.7M +$876K +20,015 +5%
PAMU
116
Pictet Asset Management (UK)
United Kingdom
$18.6M +$845K +19,300 +5%
PTC
117
Philadelphia Trust Company
Pennsylvania
$18.6M +$7.25M +165,613 +65%
BAM
118
Berkshire Asset Management
Pennsylvania
$18.2M +$674K +15,399 +4%
AT
119
AMF Tjänstepension
Sweden
$17.5M +$15.1M +344,102 +671%
Russell Investments Group
120
Russell Investments Group
United Kingdom
$17.4M +$3.51M +80,255 +26%
GC
121
Guggenheim Capital
Illinois
$17.3M -$49.9M -1,140,216 -74%
AIA
122
Avalon Investment & Advisory
Texas
$17.1M +$16.9M +387,231 New
Toronto Dominion Bank
123
Toronto Dominion Bank
Ontario, Canada
$16.8M +$1.85M +42,279 +13%
DF
124
Donoghue Forlines
Massachusetts
$16.7M +$1.34M +30,567 +9%
N
125
Nuveen
North Carolina
$16.6M +$8.35M +190,805 +104%

GIS Hedge Fund Activity: Q2 2018 in Review

1,208 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q2 2018, worth a combined $18.9B — down 2.3% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new GIS positions and 93 closed out — a net gain of 33 holders — while 463 added to existing stakes and 438 trimmed.

The largest buyer was Macquarie Group, adding an estimated $175M. The largest seller was BlackRock, cutting an estimated $203M.

  • 1,208 institutional investors held General Mills (GIS) as of Q2 2018, up from 1,183 in Q1 2018.
  • Funds reported $18.9B of General Mills stock for Q2 2018, down 2.3% quarter-over-quarter.
  • 126 funds opened new General Mills positions in Q2 2018 and 93 closed out, a net change of +33 holders.
  • The largest General Mills buyer in Q2 2018 was Macquarie Group, an estimated $175M added.
  • The largest General Mills seller in Q2 2018 was BlackRock, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2018.