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General Mills

1,643 hedge funds and large institutions have $38.3B invested in General Mills in 2023 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 550 increasing their positions, 670 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $368M | Put options by funds: $284M

17% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 102

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

1.06% more ownership

Funds ownership: 77.17%78.22% (+1.1%)

1% less capital invested

Capital invested by funds: $38.6B → $38.3B (-$266M)

1% less funds holding

Funds holding: 1,6671,643 (-24)

18% less repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 670

Holders
1,643
Holders Change
-24
Holders Change %
-1.44%
% of All Funds
26.18%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.38%
New
119
Increased
550
Reduced
670
Closed
102
Calls
$368M
Puts
$284M
Net Calls
+$83.6M
Net Calls Change
-$198M
Name Holding Trade Value Shares
Change
Change in
Stake
IGWM
551
ICA Group Wealth Management
Colorado
$2.03M +$42.6K +533 +2%
BG
552
Bahl & Gaynor
Ohio
$2.02M -$22.4K -281 -1%
SFG
553
Sovereign Financial Group
Connecticut
$2.01M -$12.6K -158 -0.7%
TAM
554
Todd Asset Management
Kentucky
$2.01M -$469K -5,874 -20%
MCM
555
MV Capital Management
Maryland
$2M +$18K +225 +1%
BFIM
556
Beese Fulmer Investment Management
Ohio
$2M -$24K -300 -1%
CM
557
Columbus Macro
Pennsylvania
$1.99M -$26.4K -331 -1%
TAM
558
Trillium Asset Management
Massachusetts
$1.99M +$12.9K +162 +0.7%
PWM
559
Perigon Wealth Management
California
$1.98M +$41K +513 +2%
LNWWM
560
Laird Norton Wetherby Wealth Management
California
$1.98M +$97.5K +1,221 +6%
FDCDDQ
561
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.96M -$325K -4,073 -15%
CFA
562
Capstone Financial Advisors
Illinois
$1.95M
HC
563
HNP Capital
New York
$1.94M -$30.6K -383 -2%
LFAS
564
Level Four Advisory Services
Texas
$1.94M +$124K +1,550 +7%
BFM
565
Boothbay Fund Management
New York
$1.93M +$550K +6,882 +44%
BOSSRA
566
B.O.S.S. Retirement Advisors
Utah
$1.93M +$20.5K +257 +1%
DWT
567
Dorsey & Whitney Trust
South Dakota
$1.92M -$147K -1,840 -8%
NSIM
568
North Star Investment Management
Illinois
$1.91M +$559 +7 +0%
PCIA
569
Prime Capital Investment Advisors
Kansas
$1.9M -$1.89M -23,698 -52%
Carson Wealth (CWM LLC)
570
Carson Wealth (CWM LLC)
Nebraska
$1.9M +$238K +2,978 +15%
BHWM
571
Bar Harbor Wealth Management
New Hampshire
$1.89M -$142K -1,779 -7%
BOC
572
Barbara Oil Co
Illinois
$1.88M
GWSG
573
GPS Wealth Strategies Group
Colorado
$1.87M +$49K +613 +3%
FCCM
574
First City Capital Management
Georgia
$1.86M -$425K -5,316 -20%
BP
575
Ballentine Partners
Massachusetts
$1.85M +$631K +7,906 +57%

GIS Hedge Fund Activity: Q1 2023 in Review

1,643 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q1 2023, worth a combined $38.3B — down 0.69% from $38.6B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new GIS positions and 102 closed out — a net gain of 17 holders — while 550 added to existing stakes and 670 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $279M. The largest seller was 1832 Asset Management, cutting an estimated $211M.

  • 1,643 institutional investors held General Mills (GIS) as of Q1 2023, down from 1,667 in Q4 2022.
  • Funds reported $38.3B of General Mills stock for Q1 2023, down 0.69% quarter-over-quarter.
  • 119 funds opened new General Mills positions in Q1 2023 and 102 closed out, a net change of +17 holders.
  • The largest General Mills buyer in Q1 2023 was T. Rowe Price Associates, an estimated $279M added.
  • The largest General Mills seller in Q1 2023 was 1832 Asset Management, an estimated $211M sold.

Based on aggregated 13F filings for Q1 2023.