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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
FWM
801
Forza Wealth Management
Florida
$860K
IF
802
IRON Financial
Illinois
$858K -$83.2K -1,042 -9%
MAM
803
Mystic Asset Management
Rhode Island
$855K
FIA
804
Foundations Investment Advisors
Arizona
$855K +$135K +1,687 +20%
AAIM
805
American Assets Investment Management
California
$855K
PTC
806
Philadelphia Trust Company
Pennsylvania
$852K -$2.21M -27,674 -74%
MWM
807
Mission Wealth Management
California
$850K +$54.7K +685 +7%
CCM
808
Coldstream Capital Management
Washington
$847K +$18.2K +228 +2%
GWAM
809
Guardian Wealth Advisors (Minnesota)
Minnesota
$846K +$44.1K +552 +6%
WFC
810
Western Financial Corp
California
$845K +$65.2K +817 +9%
MRCM
811
M&R Capital Management
New Jersey
$844K +$799 +10 +0.1%
6F
812
626 Financial
Michigan
$839K
ATPW
813
Ashton Thomas Private Wealth
Arizona
$833K +$27.2K +340 +4%
HCA
814
Harbor Capital Advisors
Illinois
$828K +$773K +9,683 New
SIA
815
Schechter Investment Advisors
Michigan
$827K +$35.9K +450 +5%
VIA
816
Virtus Investment Advisers
Connecticut
$827K
CWS
817
Confluence Wealth Services
Pennsylvania
$827K +$85K +1,064 +12%
AMIM
818
Aull & Monroe Investment Management
Alabama
$823K -$16K -200 -2%
BIA
819
Barry Investment Advisors
Massachusetts
$818K -$12.9K -161 -2%
IAMOG
820
Investors Asset Management of Georgia
Georgia
$818K
MAS
821
Meeder Advisory Services
Ohio
$816K -$84.7K -1,061 -10%
VCAM
822
Van Cleef Asset Management
Ohio
$813K -$1.76K -22 -0.2%
MFG
823
MidWestOne Financial Group
Iowa
$806K +$350K +4,377 +87%
APP
824
Avantax Planning Partners
Iowa
$804K +$51.1K +640 +7%
LA
825
LexAurum Advisors
Kansas
$803K -$20.7K -259 -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.