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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
PCWA
1401
Pacific Capital Wealth Advisors
California
$55.6K +$55.1K +854 New
HWM
1402
HighMark Wealth Management
Minnesota
$55.2K +$452 +7 +0.8%
GKIM
1403
GW&K Investment Management
Massachusetts
$55K +$3.62K +56 +7%
RFA
1404
Resurgent Financial Advisors
Georgia
$55K -$15.8K -245 -22%
LA
1405
LM Advisors
California
$54.5K +$54K +837 New
DF
1406
DecisionPoint Financial
Arizona
$54.5K
LD
1407
Lipe & Dalton
New York
$53K
PS
1408
Planned Solutions
California
$52.1K +$51.6K +800 New
HCP
1409
Hexagon Capital Partners
Arkansas
$51.5K -$710 -11 -1%
FWM
1410
Focused Wealth Management
New York
$51.5K
PMFA
1411
Plante Moran Financial Advisors
Michigan
$50.4K -$33K -512 -40%
CTC
1412
Cetera Trust Company
Minnesota
$50K +$49.6K +768 New
AAP
1413
Arax Advisory Partners
Colorado
$49.9K +$5.29K +82 +12%
RS
1414
Rakuten Securities
Japan
$49.4K +$49K +759 New
CFS
1415
CGC Financial Services
Oregon
$49.3K
NRG
1416
Nemes Rush Group
Michigan
$49K
SCM
1417
Silvant Capital Management
Georgia
$48.7K
DI
1418
DAGCO Inc
Ohio
$47.3K +$46.9K +726 New
DWS
1419
Dynamic Wealth Strategies
California
$47.3K +$46.9K +726 New
MCM
1420
Manchester Capital Management
Vermont
$47.2K +$6.52K +101 +16%
TFM
1421
TFC Financial Management
Massachusetts
$46.3K +$1.87K +29 +4%
WWM
1422
Wolff Wiese Magana
California
$45.8K -$3.03K -47 -6%
SOW
1423
State of Wyoming
Wyoming
$45.8K +$2.78K +43 +7%
BCM
1424
Blume Capital Management
California
$45.6K
NFA
1425
Northwest Financial Advisors
Virginia
$45.5K +$45.1K +698 New

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.