We are live on ! Find out more
GIS icon

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
FTDI
526
First Trust Direct Indexing
Massachusetts
$1.61M +$248K +3,839 +18%
PA
527
Parallel Advisors
California
$1.6M +$39.8K +617 +3%
JWM
528
JPL Wealth Management
Colorado
$1.6M +$1.58M +24,527 New
MCM
529
MV Capital Management
Maryland
$1.6M +$30.6K +474 +2%
CIC
530
Cornercap Investment Counsel
Georgia
$1.59M +$37.4K +580 +2%
SC
531
Savant Capital
Illinois
$1.59M +$14.7K +227 +0.9%
TG
532
TCW Group
California
$1.59M +$775K +12,005 +97%
CA
533
Cetera Advisors
Colorado
$1.57M -$5.68K -88 -0.4%
CAM
534
Cozad Asset Management
Illinois
$1.56M -$87K -1,347 -5%
WOC
535
West Oak Capital
California
$1.56M +$35.1K +544 +2%
SNBOSD
536
Security National Bank of So Dak
Iowa
$1.55M +$32.9K +510 +2%
AWM
537
Apollon Wealth Management
South Carolina
$1.54M +$842K +13,043 +123%
MLICM
538
Metropolitan Life Insurance Company (MetLife)
New York
$1.54M -$35.5K -550 -2%
Brown Advisory
539
Brown Advisory
Maryland
$1.53M +$61.3K +949 +4%
EWA
540
Exencial Wealth Advisors
Oklahoma
$1.52M -$460K -7,128 -23%
SIAP
541
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.51M -$258K -4,000 -15%
TCOV
542
Trust Company of Vermont
Vermont
$1.51M -$277K -4,288 -16%
CA
543
Cornerstone Advisors
North Carolina
$1.49M
WPC
544
White Pine Capital
Minnesota
$1.49M -$35.7K -553 -2%
GT
545
Greenleaf Trust
Michigan
$1.49M +$124K +1,928 +9%
IIA
546
ICW Investment Advisors
Arizona
$1.48M +$40.1K +621 +3%
CCC
547
Chelsea Counsel Company
California
$1.48M -$746K -11,550 -34%
EOJOAM
548
E. Ohman J:or Asset Management
Sweden
$1.47M -$316K -4,900 -18%
SFG
549
Sovereign Financial Group
Connecticut
$1.47M +$2.71K +42 +0.2%
BG
550
Bahl & Gaynor
Ohio
$1.47M -$1.74K -27 -0.1%

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.