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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
GSWM
1226
Golden State Wealth Management
California
$63K +$63.9K +1,022 New
PI
1227
PineBridge Investments
New York
$62K -$3.07M -49,183 -98%
ANBT
1228
American National Bank & Trust
Texas
$62K -$4.69K -75 -7%
MFT
1229
Moisand Fitzgerald Tamayo
Florida
$62K – – –
TFM
1230
TFC Financial Management
Massachusetts
$62K +$63K +1,008 New
BCA
1231
Berman Capital Advisors
Georgia
$61K -$4.69K -75 -7%
LWA
1232
Lowe Wealth Advisors
Maryland
$59K – – –
PFO
1233
Pathstone Family Office
New Jersey
$55K – – –
LC
1234
Lindbrook Capital
California
$55K +$7.63K +122 +16%
APWM
1235
Atlas Private Wealth Management
New York
$54K – – –
HWM
1236
HighMark Wealth Management
Minnesota
$54K +$1.88K +30 +4%
GI
1237
Gradient Investments
Minnesota
$53K – – –
PCWA
1238
Pacific Capital Wealth Advisors
California
$53K +$53.4K +854 New
AWM
1239
AllSquare Wealth Management
New York
$50K – – –
LD
1240
Lipe & Dalton
New York
$50K +$18.8K +300 +59%
BWA
1241
Burt Wealth Advisors
Maryland
$49K – – –
M
1242
MOTCO
Texas
$48K -$9.38K -150 -16%
SCM
1243
Silvant Capital Management
Georgia
$46K – – –
CI
1244
CX Institutional
Indiana
$44K -$19.7K -315 -30%
BCM
1245
Blume Capital Management
California
$43K – – –
ADL
1246
Asset Dedication LLC
California
$42K -$59.1K -945 -58%
TCM
1247
Tradewinds Capital Management
Washington
$42K – – –
VCM
1248
Versant Capital Management
Arizona
$42K – – –
TF
1249
Tompkins Financial
New York
$40K – – –
CHA
1250
Carmichael Hill & Associates
Maryland
$39K – – –
48 49
50
51 52

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.