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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
CWA
1451
Carolina Wealth Advisors
South Carolina
$8.06K +$8.83K +125 +12,500%
FMP
1452
Financial Management Professionals
Texas
$8K -$7.14K -101 -46%
BCM
1453
Bourgeon Capital Management
Connecticut
$7.23K
TLA
1454
Tanglewood Legacy Advisors
Texas
$7.04K
AWM
1455
Abound Wealth Management
Tennessee
$6.66K -$1.34K -19 -15%
CSWM
1456
Cassady Schiller Wealth Management
Ohio
$6.4K
SFCL
1457
Strengthening Families & Communities LLC
Massachusetts
$6K -$989 -14 -14%
AA
1458
AlphaMark Advisors
Kentucky
$6K
UIA
1459
Ulland Investment Advisors
Minnesota
$6K
CAM
1460
Costello Asset Management
Pennsylvania
$5.89K
TFG
1461
Team Financial Group
California
$5.78K +$6.36K +90 New
KA
1462
Kozak & Associates
Colorado
$5.35K +$71 +1 +1%
RWPA
1463
Richard W. Paul & Associates
Michigan
$5.18K -$1.77K -25 -24%
WBC
1464
West Branch Capital
Massachusetts
$5.06K +$71 +1 +1%
CAL
1465
Capital Analysts LLC
Pennsylvania
$5K -$8.41K -119 -60%
KFP
1466
KB Financial Partners
New Jersey
$5K
AGWCA
1467
Annis Gardner Whiting Capital Advisors
Florida
$4.8K +$5.3K +75 New
PWMG
1468
Provence Wealth Management Group
California
$4.67K +$5.16K +73 New
PPWM
1469
PFG Private Wealth Management
Florida
$4.54K
GJIA
1470
Glass Jacobson Investment Advisors
Maryland
$4.22K
PCTC
1471
Perkins Coie Trust Company
Washington
$4.16K -$2.33K -33 -34%
SFG
1472
Steward Financial Group
Texas
$4K -$7.42K -105 -60%
GA
1473
GoalVest Advisory
New York
$3.84K +$4.24K +60 New
RTL
1474
Red Tortoise LLC
Georgia
$3.71K +$4.1K +58 New
IPW
1475
Impact Partnership Wealth
Georgia
$3.52K -$23.7K -336 -86%

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.