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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
WIM
1476
Westside Investment Management
California
$20.8K -$2.32K -36 -10%
FCAS
1477
First Command Advisory Services
Texas
$20.6K
PCMC
1478
Planning Capital Management Corporation
Pennsylvania
$20.5K +$20.3K +314 New
SWA
1479
SOA Wealth Advisors
New York
$19.7K -$1.1K -17 -5%
CWP
1480
Concord Wealth Partners
Virginia
$19.5K -$2.97K -46 -13%
B
1481
Birchbrook
Maine
$19.5K +$19.4K +300 New
HWA
1482
Heritage Wealth Advisors
Virginia
$19.5K +$19.4K +300 New
CBT
1483
Central Bank & Trust
Kentucky
$19.5K
AWM
1484
Abound Wealth Management
Tennessee
$19.3K +$12.4K +192 +185%
TVWM
1485
Tower View Wealth Management
Wisconsin
$19K +$129 +2 +0.7%
PK
1486
Pflug Koory
Nebraska
$18.8K
BIA
1487
Bell Investment Advisors
California
$18.3K -$581 -9 -3%
BWM
1488
BKM Wealth Management
Wisconsin
$18.2K +$18.1K +280 New
GA
1489
GoalVest Advisory
New York
$17.9K +$13.9K +215 +358%
RFG
1490
RFP Financial Group
Georgia
$17K
C
1491
Covestor
United Kingdom
$17K -$646 -10 -4%
WBC
1492
West Branch Capital
Massachusetts
$16.5K +$11.3K +175 +222%
SWS
1493
SYSTM Wealth Solutions
Illinois
$16.5K +$16.3K +253 New
BL
1494
BFSG LLC
California
$16.3K +$16.1K +250 New
NL
1495
NVWM LLC
Pennsylvania
$15.8K
PO
1496
Private Ocean
California
$15.8K
VCM
1497
Versant Capital Management
Arizona
$15.7K -$2K -31 -11%
W
1498
WealthCollab
Washington
$15.4K +$15.2K +236 New
WPA
1499
West Paces Advisors
Georgia
$14.4K +$1.36K +21 +11%
FRA
1500
Front Row Advisors
California
$14.3K -$145K -2,247 -91%

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.