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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
WA
1226
WBH Advisory
Maryland
$233K -$3.23K -50 -1%
TNB
1227
Thomasville National Bank
Georgia
$233K +$1.16K +18 +0.5%
GFG
1228
Goldstone Financial Group
Illinois
$231K +$229K +3,548 New
JAG
1229
Journey Advisory Group
Kentucky
$231K +$6.46K +100 +3%
MNBTD
1230
Moody National Bank Trust Division
Texas
$231K -$359K -5,559 -61%
NL
1231
NWAM LLC
Washington
$231K -$2.78K -43 -1%
CCM
1232
Campbell Capital Management
Florida
$230K +$228K +3,537 New
MIC
1233
Means Investment Company
Maine
$229K +$3.87K +60 +2%
KDA
1234
Kraft Davis & Associates
Missouri
$228K +$228K +3,535 New
HWMG
1235
Hurlow Wealth Management Group
Indiana
$227K +$258 +4 +0.1%
FFA
1236
Fragasso Financial Advisors
Pennsylvania
$227K -$172K -2,663 -43%
AA
1237
Apriem Advisors
California
$227K +$129 +2 +0.1%
BHIA
1238
Birch Hill Investment Advisors
Massachusetts
$227K
WPW
1239
Waldron Private Wealth
Pennsylvania
$226K +$11.4K +176 +5%
BIAS
1240
Beacon Investment Advisory Services
New Jersey
$225K +$223K +3,458 New
CC
1241
Cadinha & Co
Hawaii
$225K -$2.58K -40 -1%
MIM
1242
MTM Investment Management
South Carolina
$224K +$646 +10 +0.3%
SCM
1243
Shelton Capital Management
Colorado
$224K -$23.4K -362 -10%
PCMC
1244
Paragon Capital Management (Colorado)
Colorado
$223K -$3.87K -60 -2%
TLP
1245
Trinity Legacy Partners
Texas
$223K +$221K +3,420 New
SWM
1246
Stockman Wealth Management
Montana
$222K -$13.4K -207 -6%
LSA
1247
Leonteq Securities AG
Switzerland
$222K +$10.7K +166 +5%
EP
1248
EPIQ Partners
Minnesota
$221K
TWP
1249
Tempus Wealth Planning
California
$221K +$219K +3,389 New
NAM
1250
NTV Asset Management
West Virginia
$220K +$516 +8 +0.2%

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.