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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
NFG
1051
Nations Financial Group
Iowa
$351K -$3.55K -55 -1%
ME
1052
McIlrath & Eck
Washington
$350K +$45.6K +706 +15%
LSAG
1053
Lake Street Advisors Group
New Hampshire
$348K +$345K +5,342 New
FA
1054
FDx Advisors
Illinois
$347K +$94.9K +1,470 +38%
QPWM
1055
Quadrant Private Wealth Management
Pennsylvania
$347K -$27.4K -425 -7%
KW
1056
KWB Wealth
California
$345K +$2K +31 +0.6%
PTC
1057
Petrus Trust Company
Texas
$343K -$121K -1,867 -26%
ACM
1058
Argent Capital Management
Missouri
$342K
WC
1059
Wynn Capital
Georgia
$341K +$338K +5,230 New
WFM
1060
Wolff Financial Management
Michigan
$339K
KA
1061
Klingman & Associates
New York
$339K +$16.3K +252 +5%
OQS
1062
Occudo Quantitative Strategies
Florida
$336K -$993K -15,377 -75%
HW
1063
Hancock Whitney
Mississippi
$335K -$38.7K -600 -10%
SC
1064
Sapient Capital
Indiana
$335K +$332K +5,147 New
RIA
1065
Regal Investment Advisors
Michigan
$334K +$12.3K +190 +4%
UBV
1066
United Bank (Virginia)
Virginia
$333K
FNBTCON
1067
First National Bank & Trust Co of Newtown
Pennsylvania
$331K
HB
1068
HTLF Bank
Colorado
$329K +$326K +5,054 New
DA
1069
Detalus Advisors
Missouri
$328K +$4.2K +65 +1%
WDA
1070
Wendell David Associates
New Hampshire
$328K
WWMSC
1071
Wagner Wealth Management (South Carolina)
South Carolina
$327K +$37.5K +581 +13%
QOP
1072
Quinn Opportunity Partners
Virginia
$326K
BC
1073
Belmont Capital
California
$326K +$323K +5,000 New
RPCONE
1074
Retirement Planning Company of New England
Rhode Island
$325K +$19.4K +301 +6%
AWM
1075
Avior Wealth Management
Nebraska
$324K -$3.03K -47 -0.9%

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.