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General Mills
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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
IAS
1351
IMA Advisory Services
Colorado
$2K +$1.63K +26 New
WAS
1352
Winch Advisory Services
Wisconsin
$2K +$1.75K +28 New
PWM
1353
Provident Wealth Management
Tennessee
$2K +$2.31K +37 New
TFA
1354
Transamerica Financial Advisors
Florida
$1K -$381K -6,099 -100%
TF
1355
TimeScale Financial
Massachusetts
$1K – – –
CPA
1356
Clear Perspective Advisors
Illinois
$486 +$206K +3,290 New
F
1357
F3Logic
Minnesota
$227 -$13.9K -222 -6%
FCA
1358
FinTrust Capital Advisors
South Carolina
$104 – – –
HCM
1359
Hamlin Capital Management
New York
– -$47.7M -774,443 Closed
WRF
1360
Waddell & Reed Financial
Kansas
– -$32.1M -520,133 Closed
CM
1361
Churchill Management
California
– -$22.4M -363,090 Closed
MSR
1362
Main Street Research
Connecticut
– -$15.9M -258,067 Closed
AR
1363
Advisory Research
Illinois
– -$13.5M -219,602 Closed
PP
1364
Paloma Partners
Connecticut
– -$6.62M -105,930 Closed
LP
1365
LMR Partners
United Kingdom
– -$6.45M -104,640 Closed
BIM
1366
Bogle Investment Management
Massachusetts
– -$4.74M -76,935 Closed
MC
1367
Maverick Capital
Texas
– -$4.36M -70,710 Closed
Squarepoint
1368
Squarepoint
New York
– -$3.37M -54,613 Closed
NC
1369
Nicholas Company
Wisconsin
– -$3.31M -53,700 Closed
Qube Research & Technologies (QRT)
1370
Qube Research & Technologies (QRT)
United Kingdom
– -$2.95M -47,805 Closed
MCP
1371
Martin Capital Partners
Oregon
– -$2.66M -43,198 Closed
WOSD
1372
WFA of San Diego
California
– -$2.27M -41,836 Closed
UFF
1373
USA Financial Formulas
Michigan
– -$1.88M -30,077 -100%
NIT
1374
NumerixS Investment Technologies
British Columbia, Canada
– -$1.39M -22,547 Closed
QT
1375
Quantamental Technologies
New York
– -$1.38M -22,443 Closed
53 54
55
56 57

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.