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General Mills

1,203 hedge funds and large institutions have $16B invested in General Mills in 2018 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 379 increasing their positions, 525 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 210 (+8)

12% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 130

3% more call options, than puts

Call options by funds: $276M | Put options by funds: $269M

0% more funds holding

Funds holding: 1,1991,203 (+4)

0.4% less ownership

Funds ownership: 69.78%69.37% (-0.4%)

10% less capital invested

Capital invested by funds: $17.8B → $16B (-$1.86B)

28% less repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 525

Holders
1,203
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
26.8%
Holding in Top 10
10
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+400%
% of All Funds
0.22%
New
145
Increased
379
Reduced
525
Closed
130
Calls
$276M
Puts
$269M
Net Calls
+$7.33M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
101
Mitsubishi UFJ Trust & Banking
Japan
$19.3M -$798K -18,886 -4%
BA
102
Bridgewater Associates
Connecticut
$18.7M +$8.55M +202,398 +73%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$18.6M -$131K -3,093 -0.6%
MIS
104
Morningstar Investment Services
Illinois
$18M -$988K -23,385 -5%
PR
105
Payden & Rygel
California
$17.8M -$127K -3,000 -0.7%
T
106
TOBAM
France
$17.2M +$17.4M +412,793 +1,400%
VDI
107
Vaughan David Investments
Illinois
$17.1M +$291K +6,895 +2%
Franklin Resources
108
Franklin Resources
California
$16.9M -$681K -16,110 -4%
Canada Life
109
Canada Life
Manitoba, Canada
$16.9M -$189K -4,472 -1%
QI
110
QS Investors
New York
$16.8M +$803 +19 +0%
WG
111
Welch Group
Alabama
$16.6M -$2.49M -58,922 -12%
SB
112
Suntrust Banks
Georgia
$16.5M -$2.19M -51,943 -11%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$16.2M +$5.79M +137,011 +49%
ST
114
Sabal Trust
Florida
$16.2M +$17.5M +414,758 New
Allianz Asset Management
115
Allianz Asset Management
Germany
$15.9M -$10.2M -240,838 -37%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.5M -$773K -18,304 -4%
Treasurer of the State of North Carolina
117
Treasurer of the State of North Carolina
North Carolina
$15.5M +$1.02M +24,240 +6%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$15.3M +$3.69M +87,441 +29%
RCAMU
119
Rothschild & Co Asset Management US
Connecticut
$15.1M +$16.4M +387,616 New
AIMCA
120
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$15.1M +$456K +10,800 +3%
TD Asset Management
121
TD Asset Management
Ontario, Canada
$15M +$12.8K +304 +0.1%
CCMG
122
Clark Capital Management Group
Pennsylvania
$15M +$597K +14,141 +4%
BAM
123
Berkshire Asset Management
Pennsylvania
$14.5M -$2.17M -51,455 -12%
Russell Investments Group
124
Russell Investments Group
United Kingdom
$14.3M +$577K +13,664 +4%
RCM
125
RNC Capital Management
California
$14.2M -$8.98M -212,664 -37%

GIS Hedge Fund Activity: Q4 2018 in Review

1,203 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q4 2018, worth a combined $16B — down 10% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new GIS positions and 130 closed out — a net gain of 15 holders — while 379 added to existing stakes and 525 trimmed.

The largest buyer was Thompson Siegel & Walmsley, adding an estimated $67.5M. The largest seller was Wells Fargo, cutting an estimated $163M.

  • 1,203 institutional investors held General Mills (GIS) as of Q4 2018, up from 1,199 in Q3 2018.
  • Funds reported $16B of General Mills stock for Q4 2018, down 10% quarter-over-quarter.
  • 145 funds opened new General Mills positions in Q4 2018 and 130 closed out, a net change of +15 holders.
  • The largest General Mills buyer in Q4 2018 was Thompson Siegel & Walmsley, an estimated $67.5M added.
  • The largest General Mills seller in Q4 2018 was Wells Fargo, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2018.