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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
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$20.6M +$800K +17,667 +4%
SB
102
Suntrust Banks
Georgia
$20.4M -$936K -20,681 -4%
CC
103
Carlson Capital
Texas
$20.4M +$21.5M +475,900 New
State of Wisconsin Investment Board
104
State of Wisconsin Investment Board
Wisconsin
$20.1M -$8.13M -179,504 -28%
BTS
105
BB&T Securities
Virginia
$20.1M +$840K +18,547 +4%
PR
106
Payden & Rygel
California
$19.8M +$20.7M +457,800 +14,306%
Canada Life
107
Canada Life
Manitoba, Canada
$19.8M -$15.9M -350,571 -43%
Franklin Resources
108
Franklin Resources
California
$19.4M +$398K +8,789 +2%
HighTower Advisors
109
HighTower Advisors
Illinois
$19.3M -$517K -11,420 -2%
AG
110
Aperio Group
California
$19.1M +$877K +19,376 +5%
Adage Capital Partners
111
Adage Capital Partners
Massachusetts
$19M +$20.1M +443,604 New
GC
112
Guggenheim Capital
Illinois
$18.6M +$1.88M +41,477 +11%
VDI
113
Vaughan David Investments
Illinois
$18.5M +$301K +6,655 +2%
QI
114
QS Investors
New York
$18.5M -$268K -5,923 -1%
BAM
115
Berkshire Asset Management
Pennsylvania
$18.2M +$593K +13,100 +3%
PAMU
116
Pictet Asset Management (UK)
United Kingdom
$18.1M +$40.7K +900 +0.2%
PTC
117
Philadelphia Trust Company
Pennsylvania
$18.1M +$78.3K +1,730 +0.4%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.9M -$301K -6,652 -2%
Toronto Dominion Bank
119
Toronto Dominion Bank
Ontario, Canada
$16.6M +$374K +8,251 +2%
TD Asset Management
120
TD Asset Management
Ontario, Canada
$16.5M -$16.9M -372,712 -49%
RJFSA
121
Raymond James Financial Services Advisors
Florida
$16.4M +$1.38M +30,585 +9%
AIMCA
122
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16.2M -$9.07M -200,300 -35%
Treasurer of the State of North Carolina
123
Treasurer of the State of North Carolina
North Carolina
$16M +$5.85M +129,139 +53%
CCMG
124
Clark Capital Management Group
Pennsylvania
$15.9M +$16.8M +370,169 New
WPC
125
Waters Parkerson & Co
Louisiana
$15.4M -$23.3K -514 -0.1%

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.