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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
CL
1276
Choreo LLC
Illinois
-$203K -4,500 Closed
ECM
1277
Evergreen Capital Management
Washington
-$201K -4,459 Closed
BFS
1278
Baskin Financial Services
Ontario, Canada
-$181K -4,015 Closed
WDL
1279
Well Done LLC
Michigan
-$176K -3,899 Closed
PWM
1280
Perigon Wealth Management
California
-$171K -3,803 Closed
CWM
1281
Catamount Wealth Management
Connecticut
-$135K -3,000 Closed
TG
1282
TLP Group
Illinois
-$135K -2,992 Closed
AMCA
1283
Arthur M. Cohen & Associates
Illinois
-$95K -2,165 Closed
DSI
1284
Daiwa SB Investments
Japan
-$97K -2,160 Closed
TVWM
1285
Tower View Wealth Management
Wisconsin
-$75K -1,673 Closed
KF
1286
Krilogy Financial
Missouri
-$72K -1,598 Closed
AIS
1287
AlphaOne Investment Services
Pennsylvania
-$53K -1,178 Closed
RFWA
1288
RPg Family Wealth Advisory
Massachusetts
-$48.5K -1,077 Closed
FCAG
1289
First Capital Advisors Group
New Jersey
-$30K -660 Closed
IIC
1290
Integrated Investment Consultants
Michigan
-$20K -441 Closed
MCWS
1291
McKinley Carter Wealth Services
West Virginia
-$17K -385 Closed
AIM
1292
Assured Investment Management
New York
-$11K -250 Closed
WC
1293
Whitney & Co
New York
-$9K -200 Closed
BWA
1294
BDO Wealth Advisors
Florida
-$4K -90 Closed
FPFS
1295
First Personal Financial Services
North Carolina
-$3K -60 Closed
BCMIO
1296
Beacon Capital Management Inc (Ohio)
Ohio
-$2.41K -55 Closed
CCA
1297
Clearwater Capital Advisors
Illinois
-$2K -46 Closed
ACM
1298
Aviance Capital Management
Florida
-$2K -34 Closed
HIM
1299
Hillsdale Investment Management
Ontario, Canada
-$1K -30 Closed
PS
1300
Portfolio Solutions
Michigan
-$1K -21 Closed

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.