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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
TA
701
TFG Advisers
Michigan
$901K -$22K -341 -2%
FAM
702
Formidable Asset Management
Ohio
$890K -$66.1K -1,024 -7%
KWMG
703
King Wealth Management Group
Florida
$888K
AIMCA
704
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$886K
WCM
705
Weaver Capital Management
Georgia
$879K +$871K +13,493 New
PMG
706
ProVise Management Group
Florida
$877K -$153K -2,369 -15%
SIA
707
Strategic Investment Advisors
Michigan
$876K +$31.9K +494 +4%
KWA
708
Kingswood Wealth Advisors
California
$874K
CG
709
Caprock Group
Idaho
$872K -$498K -7,709 -37%
CS
710
Crescent Sterling
Louisiana
$871K +$9.17K +142 +1%
SYBT
711
Stock Yards Bank & Trust
Kentucky
$870K -$23.5K -364 -3%
BDFN
712
Bond & Devick Financial Network
Minnesota
$869K +$1.16K +18 +0.1%
JE
713
JMAC Enterprises
Pennsylvania
$867K +$16.8K +260 +2%
JFA
714
JNBA Financial Advisors
Minnesota
$863K -$3.23K -50 -0.4%
BSW
715
Buckingham Strategic Wealth
Missouri
$863K +$25K +388 +3%
BCM
716
Birmingham Capital Management
Alabama
$859K -$25.8K -400 -3%
BRWA
717
B. Riley Wealth Advisors
Florida
$857K -$185K -2,865 -18%
AC
718
Abbrea Capital
California
$854K -$28.9K -447 -3%
TFS
719
Thoroughbred Financial Services
Tennessee
$853K -$2.26K -35 -0.3%
PAG
720
Powers Advisory Group
Illinois
$851K -$15.4K -239 -2%
CHC
721
City Holding Co
West Virginia
$851K -$78.2K -1,212 -8%
LDB
722
Lee, Danner & Bass
Tennessee
$850K -$19.4K -300 -2%
PWA
723
Primoris Wealth Advisors
Florida
$849K
TAM
724
Trillium Asset Management
Massachusetts
$843K -$564K -8,744 -40%
MWM
725
Mission Wealth Management
California
$843K +$82.4K +1,277 +11%

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.