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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
BHWM
1301
Bay Harbor Wealth Management
Maryland
$14K -$188 -3 -1%
FGA
1302
Fortis Group Advisors
New Jersey
$14K +$14.3K +229 New
CMA
1303
Cedar Mountain Advisors
Oregon
$13K – – –
LFG
1304
Larson Financial Group
Missouri
$13K – – –
WCG
1305
Weaver Consulting Group
California
$13K – – –
DAM
1306
Delta Asset Management
Tennessee
$13K +$125 +2 +0.9%
MSFP
1307
Mark Sheptoff Financial Planning
Connecticut
$13K +$125 +2 +1%
HFRG
1308
Houlihan Financial Resource Group
Virginia
$13K +$13.8K +220 New
KFS
1309
Kelly Financial Services
Massachusetts
$12.2K +$125 +2 +1%
CDIA
1310
Capital Directions Investment Advisors
Georgia
$12K – – –
VNA
1311
Valley National Advisers
Pennsylvania
$12K +$63 +1 +0.5%
LAS
1312
Lloyd Advisory Services
Georgia
$12K +$4.63K +74 +64%
CCM
1313
Chiron Capital Management
Florida
$12K +$12.5K +200 New
BWA
1314
BDO Wealth Advisors
Florida
$11K +$11.3K +180 New
CAGAS
1315
Capital Advisory Group Advisory Services
Minnesota
$10K – – –
SJIM
1316
St. Johns Investment Management
Florida
$10K – – –
HIM
1317
Hillsdale Investment Management
Ontario, Canada
$10K +$3.75K +60 +60%
PFWA
1318
Paces Ferry Wealth Advisors
Georgia
$10K +$9.88K +158 New
Millennium Management
1319
Millennium Management
New York
$9.51K -$21M -336,365 -69%
Fidelity International
1320
Fidelity International
Bermuda
$9K -$438 -7 -5%
FMP
1321
Financial Management Professionals
Texas
$9K – – –
AIC
1322
Archer Investment Corporation
Indiana
$8.02K – – –
NIM
1323
NuWave Investment Management
New Jersey
$8K -$36.1K -577 -81%
TSW
1324
Thompson Siegel & Walmsley
Virginia
$8K -$1.44K -23 -16%
AAP
1325
Arax Advisory Partners
Colorado
$8K – – –
51 52
53
54 55

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.