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General Mills

1,207 hedge funds and large institutions have $23.8B invested in General Mills in 2017 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 398 increasing their positions, 502 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 71

2% more funds holding

Funds holding: 1,1831,207 (+24)

1.22% more ownership

Funds ownership: 69.64%70.86% (+1.2%)

5% less capital invested

Capital invested by funds: $25B → $23.8B (-$1.14B)

6% less call options, than puts

Call options by funds: $244M | Put options by funds: $260M

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

21% less repeat investments, than reductions

Existing positions increased: 398 | Existing positions reduced: 502

Holders
1,207
Holders Change
+24
Holders Change %
+2.03%
% of All Funds
30.04%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.4%
New
108
Increased
398
Reduced
502
Closed
71
Calls
$244M
Puts
$260M
Net Calls
-$15.2M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
201
Cadence Capital Management
Massachusetts
$8.86M +$3.14M +51,290 +52%
SAM
202
Scopus Asset Management
New York
$8.85M +$9.17M +150,000 New
DIA
203
Dana Investment Advisors
Wisconsin
$8.83M +$16.9K +277 +0.2%
BBHC
204
Brown Brothers Harriman & Co
New York
$8.78M -$328K -5,364 -3%
QI
205
QS Investors
New York
$8.75M +$2.36M +38,640 +35%
CFG
206
Citizens Financial Group
Rhode Island
$8.7M +$42.1K +688 +0.5%
FA
207
FDx Advisors
Illinois
$8.68M -$1.22M -20,033 -12%
DGHMC
208
Dalton, Greiner, Hartman, Maher & Co
New York
$8.65M -$43.3K -709 -0.5%
AAM
209
Advisors Asset Management
Colorado
$8.21M -$1.12M -18,358 -12%
DWT
210
Dorsey & Whitney Trust
South Dakota
$8.11M +$284K +4,650 +3%
FT
211
Fiduciary Trust
Massachusetts
$7.98M +$1.01M +16,563 +14%
OPERF
212
Oregon Public Employees Retirement Fund
Oregon
$7.97M +$12.2K +200 +0.1%
LTFS
213
Ladenburg Thalmann Financial Services
Florida
$7.91M +$11.8K +193 +0.1%
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$7.89M -$1.27M -20,834 -13%
FCI
215
Financial Counselors Inc
Kansas
$7.88M +$1.67M +27,345 +26%
SG Americas Securities
216
SG Americas Securities
New York
$7.87M +$68.1K +1,114 +0.8%
Bank of Nova Scotia
217
Bank of Nova Scotia
Ontario, Canada
$7.87M +$7.32M +119,808 +887%
Zurich Cantonal Bank
218
Zurich Cantonal Bank
Switzerland
$7.84M -$899K -14,709 -10%
Connor, Clark & Lunn Investment Management (CC&L)
219
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.8M +$2.31M +37,825 +40%
Public Sector Pension Investment Board (PSP Investments)
220
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.79M +$48.9K +800 +0.6%
Victory Capital Management
221
Victory Capital Management
Texas
$7.75M +$6.04M +98,785 +303%
NIA
222
Northstar Investment Advisors
Colorado
$7.72M +$436K +7,139 +6%
EAM
223
EULAV Asset Management
Florida
$7.67M
BC
224
Brookfield Corp
Ontario, Canada
$7.65M
PGFC
225
Peapack-Gladstone Financial Corp
New Jersey
$7.61M +$183K +2,991 +2%

GIS Hedge Fund Activity: Q1 2017 in Review

1,207 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q1 2017, worth a combined $23.8B — down 4.6% from $25B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new GIS positions and 71 closed out — a net gain of 37 holders — while 398 added to existing stakes and 502 trimmed.

The largest buyer was BlackRock, adding an estimated $2.46B. The largest seller was Vanguard Group, cutting an estimated $298M.

  • 1,207 institutional investors held General Mills (GIS) as of Q1 2017, up from 1,183 in Q4 2016.
  • Funds reported $23.8B of General Mills stock for Q1 2017, down 4.6% quarter-over-quarter.
  • 108 funds opened new General Mills positions in Q1 2017 and 71 closed out, a net change of +37 holders.
  • The largest General Mills buyer in Q1 2017 was BlackRock, an estimated $2.46B added.
  • The largest General Mills seller in Q1 2017 was Vanguard Group, an estimated $298M sold.

Based on aggregated 13F filings for Q1 2017.