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General Mills

991 hedge funds and large institutions have $21B invested in General Mills in 2014 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 344 increasing their positions, 430 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.38% less ownership

Funds ownership: 69.16%67.78% (-1.4%)

3% less funds holding

Funds holding: 1,021991 (-30)

8% less capital invested

Capital invested by funds: $22.8B → $21B (-$1.78B)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

19% less call options, than puts

Call options by funds: $164M | Put options by funds: $202M

20% less repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 430

35% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 62

Holders
991
Holders Change
-30
Holders Change %
-2.94%
% of All Funds
28.75%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.55%
New
40
Increased
344
Reduced
430
Closed
62
Calls
$164M
Puts
$202M
Net Calls
-$38.2M
Net Calls Change
-$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMU
126
Pictet Asset Management (UK)
United Kingdom
$21.2M -$3.16M -60,200 -13%
State of New Jersey Common Pension Fund D
127
State of New Jersey Common Pension Fund D
New Jersey
$20.5M
VDI
128
Vaughan David Investments
Illinois
$20.3M +$114K +2,178 +0.5%
Truist Financial
129
Truist Financial
North Carolina
$20.2M +$64.4K +1,228 +0.3%
AI
130
Accredited Investors
Minnesota
$20.1M +$13.5M +257,905 +184%
SO
131
STRS Ohio
Ohio
$20M
SF
132
Synovus Financial
Georgia
$19.9M -$804K -15,326 -4%
BCIM
133
British Columbia Investment Management
British Columbia, Canada
$19.9M -$5.46M -104,116 -21%
DP
134
Dearborn Partners
Illinois
$19.5M -$121K -2,305 -0.6%
ASRS
135
Arizona State Retirement System
Arizona
$19.4M -$603K -11,500 -3%
Public Employees Retirement Association of Colorado
136
Public Employees Retirement Association of Colorado
Colorado
$19.1M -$174K -3,310 -0.9%
CI
137
Conning Inc
Connecticut
$19M +$2.54M +48,388 +15%
MIS
138
Morningstar Investment Services
Illinois
$18.8M +$1.4M +26,655 +8%
Allianz Asset Management
139
Allianz Asset Management
Germany
$18.8M -$8.68M -165,530 -31%
MLICM
140
Metropolitan Life Insurance Company (MetLife)
New York
$18.7M -$388K -7,398 -2%
Stifel Financial
141
Stifel Financial
Missouri
$18.2M -$24.5K -468 -0.1%
SFM
142
Stack Financial Management
Montana
$17.8M +$557K +10,624 +3%
NFA
143
Nationwide Fund Advisors
Ohio
$17.8M -$1.88M -35,935 -9%
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$17.6M -$10.2M -194,854 -36%
ST
145
Sabal Trust
Florida
$17.2M +$281K +5,358 +2%
CC
146
Chubb Corp
New Jersey
$17.2M
M&T Bank
147
M&T Bank
New York
$16.4M +$11.8M +224,184 +220%
Caisse de Depot et Placement du Quebec (CDPQ)
148
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.3M -$629K -12,000 -4%
RJA
149
Raymond James & Associates
Florida
$16.3M -$1.49M -28,424 -8%
MIM
150
Montgomery Investment Management
Maryland
$16.1M +$1.01M +19,277 +6%

GIS Hedge Fund Activity: Q3 2014 in Review

991 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q3 2014, worth a combined $21B — down 7.8% from $22.8B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of GIS and 40 opened new positions — a net loss of 22 holders — while 430 trimmed existing stakes and 344 added.

The largest buyer was Lombard Odier Asset Management (Switzerland), adding an estimated $77.6M. The largest seller was Norges Bank, cutting an estimated $242M.

  • 991 institutional investors held General Mills (GIS) as of Q3 2014, down from 1,021 in Q2 2014.
  • Funds reported $21B of General Mills stock for Q3 2014, down 7.8% quarter-over-quarter.
  • 40 funds opened new General Mills positions in Q3 2014 and 62 closed out, a net change of -22 holders.
  • The largest General Mills buyer in Q3 2014 was Lombard Odier Asset Management (Switzerland), an estimated $77.6M added.
  • The largest General Mills seller in Q3 2014 was Norges Bank, an estimated $242M sold.

Based on aggregated 13F filings for Q3 2014.