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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
BI
1276
Ballast Inc
Kentucky
$209K
I
1277
IMPACTfolio
Colorado
$209K +$207K +3,206 New
OIM
1278
Oder Investment Management
California
$209K +$968 +15 +0.5%
SSB
1279
Sandy Spring Bank
Maryland
$208K -$37.8K -585 -15%
KIC
1280
Keating Investment Counselors
Florida
$208K +$206K +3,192 New
CCA
1281
Cobblestone Capital Advisors
New York
$205K
SSA
1282
South Street Advisors
New York
$205K +$203K +3,140 New
EP
1283
Edgestream Partners
New Jersey
$204K -$635K -9,838 -76%
SP
1284
Successful Portfolios
Florida
$204K
WF
1285
Wayfinding Financial
Washington
$204K +$203K +3,142 New
CFS
1286
CRA Financial Services
New Jersey
$203K -$26.4K -409 -12%
MGWM
1287
Marks Group Wealth Management
Minnesota
$203K +$201K +3,119 New
SAM
1288
Secure Asset Management
Michigan
$203K +$201K +3,111 New
CA
1289
Clearstead Advisors
Ohio
$203K -$246K -3,811 -55%
VFA
1290
Voya Financial Advisors
Connecticut
$202K +$201K +3,111 New
NAMM
1291
NorthStar Asset Management (Massachusetts)
Massachusetts
$202K +$200K +3,100 New
1832 Asset Management
1292
1832 Asset Management
Ontario, Canada
$201K -$2.61M -40,382 -93%
FFBTD
1293
First Financial Bank - Trust Division
Ohio
$201K -$44.9K -695 -18%
SIM
1294
Sentry Investment Management
Wisconsin
$201K -$21.4K -331 -10%
AFG
1295
Atomi Financial Group
New York
$201K +$199K +3,082 New
CSIA
1296
Carl Stuart Investment Advisor
Texas
$200K +$198K +3,071 New
PP
1297
PrairieView Partners
Minnesota
$200K
CBT
1298
CoreFirst Bank & Trust
Kansas
$199K
SIS
1299
Sound Income Strategies
Florida
$196K +$91.6K +1,419 +89%
CI
1300
CX Institutional
Indiana
$194K -$31.2K -484 -14%

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.