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General Mills

1,364 hedge funds and large institutions have $23.4B invested in General Mills in 2019 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 494 increasing their positions, 479 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 71

25% more call options, than puts

Call options by funds: $358M | Put options by funds: $287M

7% more funds holding

Funds holding: 1,2691,364 (+95)

1.57% more ownership

Funds ownership: 70.91%72.48% (+1.6%)

3% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 479

0% less capital invested

Capital invested by funds: $23.6B → $23.4B (-$109M)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
1,364
Holders Change
+95
Holders Change %
+7.49%
% of All Funds
26.88%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.3%
New
184
Increased
494
Reduced
479
Closed
71
Calls
$358M
Puts
$287M
Net Calls
+$71M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
1326
Engrave Wealth Partners
Texas
$10K +$10.5K +200 New
CAM
1327
Columbia Asset Management
Michigan
$9.01K -$407K -7,720 -31%
TC
1328
Trust Company
Kansas
$8K
GWS
1329
Glassman Wealth Services
Virginia
$8K +$2.21K +42 +38%
MPWT
1330
MassMutual Private Wealth & Trust
Connecticut
$8K +$7.75K +147 New
AAP
1331
Arax Advisory Partners
Colorado
$7K
FCH
1332
Freestone Capital Holdings
Washington
$6.53K -$751K -14,246 -10%
FMP
1333
Financial Management Professionals
Texas
$6K
FPB
1334
First PREMIER Bank
South Dakota
$6K
UFF
1335
USA Financial Formulas
Michigan
$5K -$1.92M -36,447 -100%
PK
1336
Pflug Koory
Nebraska
$5K
HCA
1337
Horan Capital Advisors
Ohio
$5K +$2.63K +50 +100%
IWP
1338
IAG Wealth Partners
Wisconsin
$5K +$3.95K +75 New
EWA
1339
Evolution Wealth Advisors
Florida
$5K +$4.53K +86 New
EWM
1340
EPG Wealth Management
Georgia
$5K +$5K +95 New
LPWM
1341
Lake Point Wealth Management
Texas
$5K +$5.27K +100 New
PAA
1342
Peregrine Asset Advisers
Oregon
$4.2K -$2.22M -42,187 -35%
CHAM
1343
Clear Harbor Asset Management
Connecticut
$4.02K +$3.95K +75 New
CCM
1344
Cribstone Capital Management
Maine
$3K -$2.11K -40 -44%
PWP
1345
Personal Wealth Partners
Minnesota
$3K
WCM
1346
Wealthcare Capital Management
Virginia
$3K +$2.48K +47 New
EIP
1347
Ellis Investment Partners
Pennsylvania
$2K -$10.5K -200 -83%
AIC
1348
Archer Investment Corporation
Indiana
$2K
FPFS
1349
First Personal Financial Services
North Carolina
$2K
TIM
1350
Tortoise Investment Management
New York
$2K

GIS Hedge Fund Activity: Q4 2019 in Review

1,364 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q4 2019, worth a combined $23.4B — down 0.46% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new GIS positions and 71 closed out — a net gain of 113 holders — while 494 added to existing stakes and 479 trimmed.

The largest buyer was Capital World Investors, adding an estimated $326M. The largest seller was Massachusetts Financial Services, cutting an estimated $138M.

  • 1,364 institutional investors held General Mills (GIS) as of Q4 2019, up from 1,269 in Q3 2019.
  • Funds reported $23.4B of General Mills stock for Q4 2019, down 0.46% quarter-over-quarter.
  • 184 funds opened new General Mills positions in Q4 2019 and 71 closed out, a net change of +113 holders.
  • The largest General Mills buyer in Q4 2019 was Capital World Investors, an estimated $326M added.
  • The largest General Mills seller in Q4 2019 was Massachusetts Financial Services, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2019.