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General Mills
GIS

1,349 hedge funds and large institutions have $27.9B invested in General Mills in 2020 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 429 increasing their positions, 560 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 84

30% more call options, than puts

Call options by funds: $341M | Put options by funds: $262M

22% more capital invested

Capital invested by funds: $22.9B → $27.9B (+$4.97B)

2.78% more ownership

Funds ownership: 72.02% → 74.79% (+2.8%)

2% more funds holding

Funds holding: 1,318 → 1,349 (+31)

19% less funds holding in top 10

Funds holding in top 10: 31 → 25 (-6)

23% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 560

Holders
1,349
Holders Change
+31
Holders Change %
+2.35%
% of All Funds
27.66%
Holding in Top 10
25
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-19.35%
% of All Funds
0.51%
New
126
Increased
429
Reduced
560
Closed
84
Calls
$341M
Puts
$262M
Net Calls
+$79.2M
Net Calls Change
-$10.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$700M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$406M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$127M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$82.8M
5
Lazard Asset Management
Lazard Asset Management
New York
+$68.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$160M
2
Charles Schwab
Charles Schwab
California
-$153M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$98.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$84.6M
5
Bank of America
Bank of America
North Carolina
-$69.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1301
Bay Harbor Wealth Management
Maryland
$15K -$1.21K -20 -8%
CFD
1302
Creative Financial Designs
Indiana
$15K +$15.1K +250 New
Loomis, Sayles & Company
1303
Loomis, Sayles & Company
Massachusetts
$14K -$195K -3,233 -93%
TFO
1304
Tarbox Family Office
California
$14K – – –
DAM
1305
Delta Asset Management
Tennessee
$13K -$16.2M -268,620 -100%
CMA
1306
Cedar Mountain Advisors
Oregon
$13K – – –
LFG
1307
Larson Financial Group
Missouri
$13K – – –
WCG
1308
Weaver Consulting Group
California
$13K – – –
MSFP
1309
Mark Sheptoff Financial Planning
Connecticut
$13K +$60 +1 +0.5%
KFS
1310
Kelly Financial Services
Massachusetts
$12.1K +$121 +2 +1%
CDIA
1311
Capital Directions Investment Advisors
Georgia
$12K – – –
PCTC
1312
Perkins Coie Trust Company
Washington
$12K – – –
VNA
1313
Valley National Advisers
Pennsylvania
$12K +$60 +1 +0.5%
HFS
1314
HBC Financial Services
Washington
$12K +$38.4K +636 +285%
CWM
1315
Campbell Wealth Management
Virginia
$11K +$10.6K +175 New
CAGAS
1316
Capital Advisory Group Advisory Services
Minnesota
$10K – – –
SJIM
1317
St. Johns Investment Management
Florida
$10K – – –
TSW
1318
Thompson Siegel & Walmsley
Virginia
$9K -$15.8K -262 -64%
FMP
1319
Financial Management Professionals
Texas
$9K +$1.81K +30 +25%
SQA
1320
Simon Quick Advisors
New Jersey
$9K +$3.26K +54 +62%
Fidelity International
1321
Fidelity International
Bermuda
$9K +$8.08K +134 +1,117%
AIC
1322
Archer Investment Corporation
Indiana
$8.02K – – –
AAP
1323
Arax Advisory Partners
Colorado
$8K – – –
RG
1324
Retirement Group
California
$8K +$7.78K +129 New
FPB
1325
First PREMIER Bank
South Dakota
$7K – – –
51 52
53
54 55

GIS Hedge Fund Activity: Q2 2020 in Review

1,349 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q2 2020, worth a combined $27.9B — up 22% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new GIS positions and 84 closed out — a net gain of 42 holders — while 429 added to existing stakes and 560 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $700M. The largest seller was BlackRock, cutting an estimated $160M.

  • 1,349 institutional investors held General Mills (GIS) as of Q2 2020, up from 1,318 in Q1 2020.
  • Funds reported $27.9B of General Mills stock for Q2 2020, up 22% quarter-over-quarter.
  • 126 funds opened new General Mills positions in Q2 2020 and 84 closed out, a net change of +42 holders.
  • The largest General Mills buyer in Q2 2020 was Capital International Investors, an estimated $700M added.
  • The largest General Mills seller in Q2 2020 was BlackRock, an estimated $160M sold.

Based on aggregated 13F filings for Q2 2020.