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General Mills

1,501 hedge funds and large institutions have $28.3B invested in General Mills in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 531 increasing their positions, 603 reducing their positions, and 217 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $398M | Put options by funds: $232M

0.16% less ownership

Funds ownership: 76.12%75.96% (-0.16%)

8% less funds holding

Funds holding: 1,6381,501 (-137)

12% less repeat investments, than reductions

Existing positions increased: 531 | Existing positions reduced: 603

17% less capital invested

Capital invested by funds: $34.2B → $28.3B (-$5.9B)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

52% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 217

Holders
1,501
Holders Change
-137
Holders Change %
-8.36%
% of All Funds
23.82%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.11%
New
104
Increased
531
Reduced
603
Closed
217
Calls
$398M
Puts
$232M
Net Calls
+$166M
Net Calls Change
-$61.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
1101
Caldwell Trust
Florida
$281K -$24.7K -350 -7%
Financial Engines Advisors
1102
Financial Engines Advisors
California
$281K +$21K +297 +7%
JIC
1103
Joel Isaacson & Co
New York
$281K
FFWA
1104
FRG Family Wealth Advisors
Washington
$281K -$7.07K -100 -2%
RCM
1105
Radnor Capital Management
Pennsylvania
$280K +$309K +4,377 New
NC
1106
NewSquare Capital
Pennsylvania
$279K -$3.26M -46,125 -91%
CI
1107
Conning Inc
Connecticut
$278K -$7.07K -100 -2%
WAAG
1108
Wealth Alliance Advisory Group
Kansas
$278K +$5.09K +72 +2%
MA
1109
Montag & Associates
Georgia
$278K
PA
1110
Probity Advisors
Texas
$278K +$61.4K +869 +25%
PA
1111
Procyon Advisors
Connecticut
$277K -$21.4K -303 -7%
TBA
1112
Tower Bridge Advisors
Pennsylvania
$277K -$3.53K -50 -1%
CPIG
1113
Chicago Partners Investment Group
Illinois
$277K -$19.9K -282 -6%
Members Trust
1114
Members Trust
Florida
$276K +$7.07K +100 +2%
C
1115
CEDRUS
Colorado
$275K +$28.5K +403 +10%
AT
1116
Arden Trust
Delaware
$275K +$92.9K +1,315 +44%
PWAM
1117
Pinnacle West Asset Management
Wyoming
$271K +$12.4K +175 +4%
GCA
1118
Greenwood Capital Associates
South Carolina
$270K -$4.88K -69 -2%
SC
1119
Syon Capital
California
$269K +$297K +4,207 New
TC
1120
Trilogy Capital
California
$268K -$84.4K -1,194 -22%
FMTC
1121
Farmers & Merchants Trust Company
California
$268K
FHA
1122
Flagship Harbor Advisors
Massachusetts
$267K +$11.3K +160 +4%
KMWM
1123
Keudell/Morrison Wealth Management
Oregon
$264K -$5.23K -74 -2%
ILI
1124
Invesco LLC (Illinois)
Illinois
$264K +$22.6K +320 +8%
APWA
1125
Atlas Private Wealth Advisors
New Jersey
$262K +$289K +4,096 New

GIS Hedge Fund Activity: Q3 2023 in Review

1,501 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q3 2023, worth a combined $28.3B — down 17% from $34.2B a quarter earlier.

Sellers outnumbered buyers: 217 funds closed out of GIS and 104 opened new positions — a net loss of 113 holders — while 603 trimmed existing stakes and 531 added.

The largest buyer was BlackRock, adding an estimated $125M. The largest seller was T. Rowe Price Associates, cutting an estimated $293M.

  • 1,501 institutional investors held General Mills (GIS) as of Q3 2023, down from 1,638 in Q2 2023.
  • Funds reported $28.3B of General Mills stock for Q3 2023, down 17% quarter-over-quarter.
  • 104 funds opened new General Mills positions in Q3 2023 and 217 closed out, a net change of -113 holders.
  • The largest General Mills buyer in Q3 2023 was BlackRock, an estimated $125M added.
  • The largest General Mills seller in Q3 2023 was T. Rowe Price Associates, an estimated $293M sold.

Based on aggregated 13F filings for Q3 2023.