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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
PCTC
1551
Perkins Coie Trust Company
Washington
$3.39K -$839 -13 -20%
AEPWM
1552
Atlantic Edge Private Wealth Management
Florida
$3.26K +$3.23K +50 New
CIA
1553
Cape Investment Advisory
Georgia
$3.24K +$65 +1 +2%
RWPA
1554
Richard W. Paul & Associates
Michigan
$3.06K -$2.19K -34 -42%
AW
1555
Avion Wealth
Texas
$3K -$323 -5 -9%
DIP
1556
DT Investment Partners
Pennsylvania
$2.94K
DPW
1557
DiNuzzo Private Wealth
Pennsylvania
$2.87K +$2.84K +44 New
CWM
1558
CarsonAllaria Wealth Management
Illinois
$2.74K +$2.71K +42 New
RG
1559
Retirement Group
California
$2.61K +$2.13K +33 +471%
BHWM
1560
Bay Harbor Wealth Management
Maryland
$2.48K +$646 +10 +36%
DF
1561
Dunhill Financial
United Kingdom
$2.47K +$2.45K +38 New
FA
1562
Financial Avengers
California
$2.35K
OCM
1563
Orion Capital Management
California
$2.35K
IHWM
1564
Iron Horse Wealth Management
Iowa
$2.08K
AT
1565
Arlington Trust
Alabama
$2.02K
SFA
1566
Semmax Financial Advisors
North Carolina
$1.83K -$25.9K -402 -93%
Kayne Anderson Rudnick Investment Management
1567
Kayne Anderson Rudnick Investment Management
California
$1.5K
CIR
1568
Clear Investment Research
Georgia
$1.25K +$65 +1 +6%
VWA
1569
Valued Wealth Advisors
Utah
$1.22K +$1.23K +19 New
RFG
1570
REAP Financial Group
Texas
$1.11K +$1.1K +17 New
IA
1571
IFS Advisors
Kansas
$651
WA
1572
WestEnd Advisors
North Carolina
$651 +$65 +1 +11%
MA
1573
MCF Advisors
Kentucky
$522
TWP
1574
TFO Wealth Partners
Ohio
$521 -$129 -2 -20%
RF
1575
Robbins Farley
New Hampshire
$326

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.