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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
WPC
726
Wedmont Private Capital
Pennsylvania
$837K +$836K +12,954 New
DAC
727
Dividend Assets Capital
South Carolina
$837K -$266K -4,125 -24%
CAG
728
Csenge Advisory Group
Florida
$837K -$209K -3,237 -20%
LFA
729
Lauterbach Financial Advisors
Texas
$834K
SWM
730
SilverOak Wealth Management
Minnesota
$831K +$824K +12,762 New
HIC
731
Holderness Investments Company
North Carolina
$829K +$155K +2,405 +23%
PS
732
Principal Securities
Iowa
$829K +$822K +12,734 New
HCM
733
Howland Capital Management
Massachusetts
$828K -$17.6K -272 -2%
VBCG
734
Valley Brook Capital Group
Pennsylvania
$827K -$103K -1,600 -11%
CFFP
735
Center for Financial Planning
Michigan
$827K
6F
736
626 Financial
Michigan
$827K +$233K +3,617 +40%
CFGS
737
Concourse Financial Group Securities
Alabama
$821K +$10K +155 +1%
MFIM
738
Mesirow Financial Investment Management
Illinois
$819K +$812K +12,579 New
GWWM
739
Great Waters Wealth Management
Minnesota
$816K -$117K -1,820 -13%
RMCM
740
Reynders McVeigh Capital Management
Massachusetts
$812K -$18.6K -288 -2%
PFS
741
Physicians Financial Services
North Carolina
$804K -$33.9K -525 -4%
AP
742
Appleton Partners
Massachusetts
$797K -$137K -2,116 -15%
NCM
743
Northside Capital Management
Oregon
$790K -$51.2K -793 -6%
NIM
744
Northeast Investment Management
Massachusetts
$789K
TAM
745
Todd Asset Management
Kentucky
$787K
DA
746
Duality Advisers
Florida
$783K +$239K +3,710 +45%
EFSCE
747
Enterprise Financial Services Corp (EFSC)
Missouri
$777K -$12.2K -189 -2%
Envestnet Portfolio Solutions
748
Envestnet Portfolio Solutions
Illinois
$775K +$94.2K +1,459 +14%
EFMC
749
Empire Financial Management Company
New York
$773K -$649K -10,052 -46%
PI
750
PFG Investments
New York
$772K +$141K +2,183 +23%

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.