We are live on ! Find out more
GIS icon

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
PP
851
Paloma Partners
Connecticut
$588K -$2.21M -34,180 -79%
LC
852
LCNB Corp
Ohio
$587K +$75.9K +1,176 +15%
BAM
853
Belpointe Asset Management
Nevada
$585K -$53.3K -825 -8%
VCM
854
Viewpoint Capital Management
Washington
$584K
SDWIA
855
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$583K
PGIM
856
Pacific Global Investment Management
California
$583K +$15.4K +238 +3%
EI
857
Ellevest Inc
New York
$582K +$119K +1,839 +26%
FG
858
Fiduciary Group
Georgia
$577K
BOPW
859
Brandywine Oak Private Wealth
Pennsylvania
$576K -$17.6K -272 -3%
CFS
860
Cannon Financial Strategists
Georgia
$575K -$10.1K -157 -2%
KFS
861
Kurt F. Somerville
$573K -$12.9K -200 -2%
AA
862
Advisory Alpha
Michigan
$572K +$88.6K +1,373 +19%
FWIA
863
Fort Washington Investment Advisors
Ohio
$572K
OIA
864
OneDigital Investment Advisors
Kansas
$570K +$29K +450 +5%
CB
865
Centennial Bank
Arkansas
$570K -$331K -5,126 -37%
CFMC
866
Curbstone Financial Management Corp
New Hampshire
$566K
SFG
867
Summit Financial Group
West Virginia
$563K +$93K +1,440 +20%
RIA
868
Realta Investment Advisors
Delaware
$560K +$4.78K +74 +0.9%
FMWA
869
Forvis Mazars Wealth Advisors
Missouri
$559K -$51.9K -804 -9%
CHJWM
870
Carlton Hofferkamp & Jenks Wealth Management
Texas
$553K +$8.26K +128 +1%
BIM
871
Bridges Investment Management
Nebraska
$550K
BBA
872
Baader Bank Aktiengesellschaft
Germany
$548K +$552K +8,547 New
P
873
&Partners
Tennessee
$546K +$11.2K +173 +2%
SC
874
Scotia Capital
Ontario, Canada
$545K +$122K +1,886 +29%
PWLP
875
Prio Wealth Limited Partnership
Massachusetts
$540K -$39.5K -612 -7%

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.