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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
DMBA
1301
Deseret Mutual Benefit Administrators
Utah
$194K -$58.8K -911 -23%
CT
1302
Colonial Trust
South Carolina
$192K +$9.17K +142 +5%
AF
1303
Arrow Financial
New York
$189K -$39.4K -611 -17%
LFA
1304
Laraway Financial Advisors
Minnesota
$189K
FDCP
1305
Foster Dykema Cabot & Partners
Massachusetts
$185K +$183K +2,836 New
GTAM
1306
Global Trust Asset Management
Florida
$183K
MSWM
1307
McGlone Suttner Wealth Management
Wisconsin
$182K +$180K +2,794 New
PCM
1308
Penserra Capital Management
California
$174K -$29.7M -459,927 -99%
SIC
1309
Salem Investment Counselors
North Carolina
$173K -$13.6K -211 -7%
ITIM
1310
Indiana Trust & Investment Management
Indiana
$169K -$9.75K -151 -5%
ECM
1311
Estabrook Capital Management
New York
$169K
ATC
1312
Adirondack Trust Company
New York
$164K -$20.5K -317 -11%
CM
1313
Caption Management
Oklahoma
$163K +$161K +2,500 New
USB
1314
Union Savings Bank
Connecticut
$160K
LFG
1315
Larson Financial Group
Missouri
$160K +$646 +10 +0.4%
MMG
1316
Monetary Management Group
Missouri
$160K
SWM
1317
Sugarloaf Wealth Management
Georgia
$159K +$323 +5 +0.2%
PI
1318
PGGM Investments
Netherlands
$159K -$213K -3,302 -58%
RFS
1319
Richardson Financial Services
Massachusetts
$156K +$155K +2,395 New
NF
1320
Norwood Financial
Pennsylvania
$150K +$41.6K +645 +39%
GI
1321
Gradient Investments
Minnesota
$146K +$33.2K +515 +30%
ACM
1322
Adalta Capital Management
New York
$144K +$1.29K +20 +0.9%
SNB
1323
Security National Bank
Nebraska
$144K +$142K +2,204 New
Bank Julius Baer & Co
1324
Bank Julius Baer & Co
Switzerland
$142K -$1.68K -26 -1%
MPWT
1325
MassMutual Private Wealth & Trust
Connecticut
$141K +$53.1K +822 +61%

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.