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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
SHFA
651
SS&H Financial Advisors
Michigan
$1.38M
CG
652
Caprock Group
Idaho
$1.36M +$311K +3,898 +32%
SS
653
Sunbelt Securities
Texas
$1.36M +$5.59K +70 +0.4%
IP
654
Intellectus Partners
California
$1.36M -$31.8K -398 -2%
DGAM
655
Desjardins Global Asset Management
Quebec, Canada
$1.35M +$216K +2,699 +20%
ECA
656
Elevated Capital Advisors
Utah
$1.35M -$18.2K -228 -1%
AF
657
Affiance Financial
Minnesota
$1.35M -$2.71K -34 -0.2%
SFG
658
SevenBridge Financial Group
Pennsylvania
$1.35M -$3.99K -50 -0.3%
AP
659
Appleton Partners
Massachusetts
$1.33M +$171K +2,136 +16%
ClearBridge Investments
660
ClearBridge Investments
New York
$1.33M
TCPWM
661
Traverso Chambers Private Wealth Management
California
$1.33M -$13.8K -173 -1%
IAIM
662
Industrial Alliance Investment Management
Quebec, Canada
$1.31M +$954K +11,943 +347%
CNBT
663
Canandaigua National Bank & Trust
New York
$1.31M +$1.23M +15,357 New
KA
664
Kovack Advisors
Florida
$1.31M +$32.7K +409 +3%
AMG
665
Advisors Management Group
Wisconsin
$1.31M -$91.4K -1,145 -7%
ECM
666
Evergreen Capital Management
Washington
$1.31M +$71.9K +900 +6%
MCC
667
Money Concepts Capital
Florida
$1.31M -$817K -10,232 -40%
SPWM
668
Schrum Private Wealth Management
Florida
$1.31M +$160 +2 +0%
CCIA
669
Campbell & Co Investment Adviser
Maryland
$1.31M +$194K +2,429 +19%
PFM
670
Parsec Financial Management
North Carolina
$1.31M
WF
671
WoodTrust Financial
Wisconsin
$1.3M
CA
672
Callahan Advisors
Texas
$1.3M -$370K -4,638 -23%
WHC
673
Wulff, Hansen & Co
California
$1.29M -$55.9K -700 -4%
BFG
674
Bleakley Financial Group
New Jersey
$1.29M -$1.55M -19,423 -56%
FAM
675
Formidable Asset Management
Ohio
$1.28M -$42.8K -536 -3%

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.