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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
DI
826
DFPG Investments
Utah
$624K -$66.8K -1,035 -10%
FWM
827
Forza Wealth Management
Florida
$623K -$32.6K -505 -5%
LA
828
LexAurum Advisors
Kansas
$615K -$775 -12 -0.1%
MIM
829
Morningstar Investment Management
Illinois
$615K +$29.6K +458 +5%
EWM
830
Evercore Wealth Management
New York
$613K -$32.1K -498 -5%
SMC
831
Smith, Moore & Co
Missouri
$611K -$234K -3,624 -28%
EFA
832
Evernest Financial Advisors
Indiana
$611K +$605K +9,376 New
Balyasny Asset Management
833
Balyasny Asset Management
Illinois
$611K +$605K +9,375 New
KFI
834
Key Financial Inc
Pennsylvania
$610K
RFA
835
ROI Financial Advisors
Oregon
$610K +$604K +9,360 New
IAMOG
836
Investors Asset Management of Georgia
Georgia
$608K -$15.5K -240 -3%
APP
837
Avantax Planning Partners
Iowa
$606K +$8.97K +139 +2%
MRCM
838
M&R Capital Management
New Jersey
$606K -$38.2K -592 -6%
HI
839
Horizon Investments
North Carolina
$606K +$101K +1,568 +20%
AT
840
Avalon Trust
New Mexico
$606K -$58.1K -900 -9%
CC
841
Chicago Capital
Illinois
$603K +$9.04K +140 +2%
DLA
842
Douglas Lane & Associates
New York
$601K -$263K -4,069 -31%
CWS
843
Confluence Wealth Services
Pennsylvania
$600K +$646 +10 +0.1%
CFO
844
CVA Family Office
Colorado
$599K +$101K +1,560 +20%
MFG
845
MidWestOne Financial Group
Iowa
$597K
MGIA
846
Moneta Group Investment Advisors
Missouri
$595K +$29.4K +455 +5%
RBC
847
Romano Brothers & Co
Illinois
$591K
AMIM
848
Aull & Monroe Investment Management
Alabama
$591K -$16.1K -250 -3%
FHA
849
First Horizon Advisors
Tennessee
$590K +$54.5K +845 +10%
PWP
850
Precedent Wealth Partners
Texas
$589K +$583K +9,035 New

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.