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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
OA
1501
Operose Advisors
Wisconsin
$14.2K -$11.9K -184 -46%
KFS
1502
Kelly Financial Services
Massachusetts
$14.2K +$65 +1 +0.5%
CAC
1503
Core Alternative Capital
Georgia
$14.2K -$18.8K -291 -57%
OAJ
1504
Ogorek Anthony Joseph
New York
$14K -$518K -8,023 -97%
AA
1505
Addison Advisors
Vermont
$13.9K
BHWM
1506
Beaird Harris Wealth Management
Texas
$13.9K +$1.36K +21 +11%
PI
1507
PEAK6 Investments
Illinois
$13.9K +$13.7K +213 New
CMA
1508
Cedar Mountain Advisors
Oregon
$13.3K
TLCM
1509
Twin Lakes Capital Management
California
$13K
OPTFSNA
1510
Old Point Trust & Financial Services N A
Virginia
$13K +$12.9K +200 New
PWMG
1511
Private Wealth Management Group
New Jersey
$12.2K +$12.1K +188 New
APC
1512
Aspire Private Capital
North Carolina
$11.4K -$2.26K -35 -17%
NECFA
1513
New England Capital Financial Advisors
Connecticut
$11.3K +$65 +1 +0.6%
SJIM
1514
St. Johns Investment Management
Florida
$10.6K
WLC
1515
Walnut Level Capital
Colorado
$10.6K +$10.5K +162 New
CQS
1516
Credential Qtrade Securities
$10.3K
EBA
1517
Eagle Bay Advisors
New York
$9.84K +$452 +7 +5%
BFS
1518
Burkett Financial Services
South Carolina
$9.41K +$9.36K +145 New
RA
1519
Rise Advisors
New York
$8.93K +$65 +1 +0.7%
CP
1520
Castleview Partners
Texas
$8.86K
AIC
1521
Archer Investment Corporation
Indiana
$8.47K
CWA
1522
Carolina Wealth Advisors
South Carolina
$8.21K
NFSG
1523
Newbridge Financial Services Group
Florida
$7.82K -$9.43K -146 -55%
BCM
1524
Bourgeon Capital Management
Connecticut
$7.36K
TLA
1525
Tanglewood Legacy Advisors
Texas
$7.17K

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.