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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
TFA
1151
Transamerica Financial Advisors
Florida
$273K -$20.8K -322 -7%
FMTC
1152
Farmers & Merchants Trust Company
California
$273K
GIA
1153
Gladstone Institutional Advisory
Florida
$269K +$2.39K +37 +0.9%
IAS
1154
Insigneo Advisory Services
Florida
$268K +$7.17K +111 +3%
ST
1155
Smithfield Trust
Pennsylvania
$268K +$52K +806 +24%
FHA
1156
Flagship Harbor Advisors
Massachusetts
$268K -$3.81K -59 -1%
MHR
1157
Matthew Hamilton Rosenberg
$268K +$30.8K +477 +13%
PCA
1158
Prosperity Capital Advisors
Ohio
$267K +$2.84K +44 +1%
AWS
1159
Arkfeld Wealth Strategies
Nebraska
$267K +$968 +15 +0.4%
KMWM
1160
Keudell/Morrison Wealth Management
Oregon
$266K -$2.71K -42 -1%
PP
1161
PDS Planning
Ohio
$266K +$40.4K +626 +18%
HIA
1162
Harbor Investment Advisory
Maryland
$265K
Financial Engines Advisors
1163
Financial Engines Advisors
California
$265K -$21.3K -330 -8%
AF
1164
Advisornet Financial
Minnesota
$265K -$64.9K -1,005 -20%
TA
1165
TrueWealth Advisors
Alabama
$264K +$14K +217 +6%
CWM
1166
Centurion Wealth Management
Virginia
$263K +$261K +4,042 New
APWA
1167
Atlas Private Wealth Advisors
New Jersey
$263K -$3.49K -54 -1%
PFP
1168
Paragon Financial Partners
California
$262K
ANTB
1169
AMG National Trust Bank
Colorado
$261K
FMLI
1170
Fukoku Mutual Life Insurance
Japan
$261K
FNBT
1171
FineMark National Bank & Trust
Florida
$261K +$646 +10 +0.3%
DTC
1172
Davidson Trust Company
Washington
$261K +$27.1K +420 +12%
V
1173
VeraBank
Texas
$261K -$5.16K -80 -2%
WIA
1174
Westbourne Investment Advisors
Maryland
$261K
SC
1175
Searle & Co
Connecticut
$261K -$103K -1,600 -29%

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.