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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
NF
1301
Norwood Financial
Pennsylvania
$106K -$7.77K -110 -6%
OSNBOA
1302
Old Second National Bank of Aurora
Illinois
$102K
SIS
1303
Sound Income Strategies
Florida
$102K +$71 +1 +0.1%
BWP
1304
Baldwin Wealth Partners
Massachusetts
$96.6K -$10.2K -145 -9%
ADL
1305
Asset Dedication LLC
California
$96K +$17.9K +253 +20%
SWA
1306
Sutton Wealth Advisors
Florida
$95.4K +$6.57K +93 +7%
FCA
1307
FinTrust Capital Advisors
South Carolina
$94.5K -$103K -1,463 -50%
JWA
1308
JFS Wealth Advisors
Pennsylvania
$93.2K -$3.89K -55 -4%
SL
1309
Salomon & Ludwin
Virginia
$92.1K +$102K +1,440 New
SC
1310
Sawyer & Company
Massachusetts
$90K
TAM
1311
Tucker Asset Management
Colorado
$89K
ASBI
1312
American State Bank (Iowa)
Iowa
$88.6K
AA
1313
Ancora Advisors
Ohio
$88.2K -$48.3K -683 -33%
RFA
1314
Register Financial Advisors
Georgia
$88K -$4.52K -64 -4%
IRAG
1315
Investment Research & Advisory Group
Georgia
$87.7K
PBK
1316
Peoples Bank (Kansas)
Kansas
$86.5K +$95.5K +1,352 New
MPWT
1317
MassMutual Private Wealth & Trust
Connecticut
$86.3K -$314K -4,446 -77%
BAM
1318
Byrne Asset Management
New Jersey
$86K +$35.3K +500 +59%
MCA
1319
Maryland Capital Advisors
Maryland
$83.2K
PMFA
1320
Plante Moran Financial Advisors
Michigan
$82.3K +$10K +142 +12%
AIM
1321
Anchor Investment Management
South Carolina
$80.6K +$20.4K +289 +30%
TIM
1322
Tortoise Investment Management
New York
$76.9K -$707 -10 -0.8%
CHA
1323
Carmichael Hill & Associates
Maryland
$76.2K
TC
1324
Truvestments Capital
Florida
$75.9K
OIA
1325
Optimum Investment Advisors
Illinois
$74.7K

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.