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General Mills

1,577 hedge funds and large institutions have $28.6B invested in General Mills in 2023 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 530 increasing their positions, 623 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $451M | Put options by funds: $228M

98% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 97

5% more funds holding

Funds holding: 1,5011,577 (+76)

1.42% more ownership

Funds ownership: 75.96%77.38% (+1.4%)

1% more capital invested

Capital invested by funds: $28.3B → $28.6B (+$317M)

15% less repeat investments, than reductions

Existing positions increased: 530 | Existing positions reduced: 623

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
1,577
Holders Change
+76
Holders Change %
+5.06%
% of All Funds
22.99%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
192
Increased
530
Reduced
623
Closed
97
Calls
$451M
Puts
$228M
Net Calls
+$224M
Net Calls Change
+$57.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
451
Echo Wealth Management
Minnesota
$2.16M +$1.35M +20,861 +167%
CI
452
Capital International
California
$2.15M -$858K -13,291 -29%
EF
453
Exeter Financial
Arizona
$2.14M -$71.1K -1,102 -3%
WWM
454
Western Wealth Management
Colorado
$2.14M
SCA
455
Stonebridge Capital Advisors
Minnesota
$2.13M +$1.24M +19,234 +143%
LIM
456
Leavell Investment Management
Alabama
$2.13M -$138K -2,134 -6%
DBG
457
De Burlo Group
Massachusetts
$2.12M
Lido Advisors
458
Lido Advisors
California
$2.1M -$16.8K -261 -0.8%
LS
459
Leelyn Smith
Illinois
$2.09M -$53.5K -829 -3%
LOAME
460
Lombard Odier Asset Management (Europe)
United Kingdom
$2.08M -$35.2K -546 -2%
TNBTD
461
Trustmark National Bank Trust Department
Mississippi
$2.07M -$107K -1,661 -5%
PFPT
462
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.06M +$140K +2,166 +7%
ASN
463
Advisory Services Network
Georgia
$2.06M -$717K -11,102 -26%
AG
464
Ascent Group
Virginia
$2.06M +$66K +1,023 +3%
SRC
465
Shufro Rose & Co
New York
$2.04M -$2.26K -35 -0.1%
ECM
466
Everence Capital Management
Indiana
$2.02M -$758K -11,750 -27%
TCM
467
Twin Capital Management
Pennsylvania
$2.01M -$57.6K -892 -3%
BC
468
Broadwater Capital
Massachusetts
$2.01M +$1.99M +30,888 New
AI
469
Atria Investments
North Carolina
$2M +$371K +5,746 +23%
S
470
SignatureFD
Georgia
$1.99M -$1.53M -23,682 -44%
HAG
471
HighPoint Advisor Group
Illinois
$1.99M +$1.86M +28,777 New
MOS
472
MGO One Seven
Ohio
$1.99M +$1.46M +22,612 +286%
NMERB
473
New Mexico Educational Retirement Board
New Mexico
$1.99M
PWMAG
474
Pinnacle Wealth Management Advisory Group
New Jersey
$1.98M +$74.1K +1,148 +4%
MAM
475
Martingale Asset Management
Massachusetts
$1.97M -$1.14M -17,649 -37%

GIS Hedge Fund Activity: Q4 2023 in Review

1,577 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q4 2023, worth a combined $28.6B — up 1.1% from $28.3B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new GIS positions and 97 closed out — a net gain of 95 holders — while 530 added to existing stakes and 623 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $589M. The largest seller was Capital International Investors, cutting an estimated $430M.

  • 1,577 institutional investors held General Mills (GIS) as of Q4 2023, up from 1,501 in Q3 2023.
  • Funds reported $28.6B of General Mills stock for Q4 2023, up 1.1% quarter-over-quarter.
  • 192 funds opened new General Mills positions in Q4 2023 and 97 closed out, a net change of +95 holders.
  • The largest General Mills buyer in Q4 2023 was Morgan Stanley, an estimated $589M added.
  • The largest General Mills seller in Q4 2023 was Capital International Investors, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2023.