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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
TIM
1376
Tortoise Investment Management
New York
$78.5K +$194 +3 +0.2%
CHA
1377
Carmichael Hill & Associates
Maryland
$77.6K
OIA
1378
Optimum Investment Advisors
Illinois
$76.1K
LWA
1379
Lowe Wealth Advisors
Maryland
$72.8K
BAM
1380
Byrne Asset Management
New Jersey
$71.2K -$16.1K -250 -19%
MSG
1381
Main Street Group
Virginia
$71K +$70.3K +1,089 New
AFG
1382
Albion Financial Group
Utah
$70.1K
ANBT
1383
American National Bank & Trust
Texas
$69.8K -$5.81K -90 -8%
TIM
1384
Thompson Investment Management
Wisconsin
$69.8K
RHDIC
1385
R.H. Dinel Investment Counsel
California
$69.4K
TVAMP
1386
Tennessee Valley Asset Management Partners
Tennessee
$68.8K +$68.2K +1,056 New
FUBT
1387
First United Bank & Trust
Maryland
$68.5K +$67.8K +1,051 New
TCWA
1388
Turtle Creek Wealth Advisors
Texas
$68.3K +$67.7K +1,049 New
OLVIG
1389
Oliver Lagore Vanvalin Investment Group
Michigan
$67.9K
FFA
1390
First Foundation Advisors
California
$66.4K -$289K -4,483 -81%
CWM
1391
Compass Wealth Management
Connecticut
$65.1K
MFC
1392
Mechanics Financial Corp
Ohio
$65.1K
WSCM
1393
Wellington Shields Capital Management
New York
$65.1K
ZB
1394
Zions Bancorporation
Utah
$64K +$12.7K +196 +25%
AWM
1395
AllSquare Wealth Management
New York
$63.4K +$14.3K +222 +30%
OP
1396
ORG Partners
Indiana
$59.6K +$11.2K +173 +23%
SC
1397
SouthState Corp
Florida
$59.3K -$6.78K -105 -10%
AGWCA
1398
Annis Gardner Whiting Capital Advisors
Florida
$57.3K +$52K +805 +1,073%
SA
1399
Scarborough Advisors
Maryland
$57.1K +$56.5K +876 New
CB
1400
CNB Bank
Pennsylvania
$56.9K -$5.62K -87 -9%

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.