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
CGIM
1101
Capital Group Investment Management
Singapore
$307K -$30K -465 -9%
NC
1102
NewSquare Capital
Pennsylvania
$307K +$22.9K +355 +8%
FTIS
1103
First Trust Investment Solutions
Florida
$306K +$303K +4,690 New
NP
1104
Nilsine Partners
Colorado
$303K +$61.3K +949 +26%
CCFM
1105
Clear Creek Financial Management
Washington
$303K -$34.1K -529 -10%
PIM
1106
Penobscot Investment Management
Massachusetts
$303K -$24.5K -380 -8%
CSC
1107
Caldwell Sutter Capital
California
$303K +$9.62K +149 +3%
IA
1108
IFP Advisors
Florida
$302K -$48.2K -747 -14%
TCOTS
1109
Trust Company of the South
North Carolina
$302K +$299K +4,636 New
PWA
1110
Phoenix Wealth Advisors
North Carolina
$302K -$6.58K -102 -2%
CWP
1111
Cyndeo Wealth Partners
Florida
$301K +$1.29K +20 +0.4%
GBT
1112
Grove Bank & Trust
Florida
$301K -$37.8K -585 -11%
CAG
1113
Crestwood Advisors Group
Massachusetts
$301K +$1.03K +16 +0.3%
BCM
1114
Becker Capital Management
Oregon
$301K
CA
1115
Carson Advisory
Georgia
$300K +$1.23K +19 +0.4%
COCM
1116
Charter Oak Capital Management
New Hampshire
$300K -$3.74K -58 -1%
CSI
1117
Cross Staff Investments
New York
$300K
TPI
1118
Trust Point Inc
Wisconsin
$298K +$296K +4,578 New
DFG
1119
Delta Financial Group
New Jersey
$298K -$37K -573 -11%
JWCA
1120
J.W. Coons Advisors
Ohio
$298K -$29.4K -455 -9%
PIA
1121
Pinion Investment Advisors
Kansas
$296K +$2.65K +41 +0.9%
BFA
1122
Bill Few Associates
Pennsylvania
$296K +$6.46K +100 +2%
RP
1123
Rice Partnership
Hawaii
$294K -$156K -2,423 -35%
WCF
1124
West Coast Financial
California
$293K -$10.3K -160 -3%
DSC
1125
Duncker Streett & Co
Missouri
$293K

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.