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General Mills

1,638 hedge funds and large institutions have $34.2B invested in General Mills in 2023 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 546 increasing their positions, 687 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $437M | Put options by funds: $210M

4% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 112

0% less funds holding

Funds holding: 1,6431,638 (-5)

2.11% less ownership

Funds ownership: 78.22%76.12% (-2.1%)

11% less capital invested

Capital invested by funds: $38.3B → $34.2B (-$4.14B)

21% less repeat investments, than reductions

Existing positions increased: 546 | Existing positions reduced: 687

54% less funds holding in top 10

Funds holding in top 10: 2411 (-13)

Holders
1,638
Holders Change
-5
Holders Change %
-0.3%
% of All Funds
25.72%
Holding in Top 10
11
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-54.17%
% of All Funds
0.17%
New
117
Increased
546
Reduced
687
Closed
112
Calls
$437M
Puts
$210M
Net Calls
+$227M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
1601
Cassady Schiller Wealth Management
Ohio
$7.67K +$8.55K +100 New
PCTC
1602
Perkins Coie Trust Company
Washington
$7.52K
CAM
1603
Costello Asset Management
Pennsylvania
$7.06K
KA
1604
Kozak & Associates
Colorado
$6.55K +$85 +1 +1%
WBC
1605
West Branch Capital
Massachusetts
$6.02K
HFM
1606
Harvest Fund Management
China
$6K -$459K -5,376 -99%
KFP
1607
KB Financial Partners
New Jersey
$6K
PPWM
1608
PFG Private Wealth Management
Florida
$5.45K
GJIA
1609
Glass Jacobson Investment Advisors
Maryland
$5.06K +$5.64K +66 New
CCP
1610
Carmel Capital Partners
California
$4.68K -$140K -1,640 -96%
Parallax Volatility Advisers
1611
Parallax Volatility Advisers
California
$4.6K
TCM
1612
Tradewinds Capital Management
Washington
$4.22K -$855 -10 -15%
SIS
1613
Strategic Investment Solutions
Illinois
$4.19K -$45.8K -536 -91%
CIA
1614
Cape Investment Advisory
Georgia
$3.75K
VWM
1615
Venturi Wealth Management
Texas
$3.53K +$3.93K +46 New
LWP
1616
Lumature Wealth Partners
Georgia
$3.07K
CPG
1617
Cornerstone Planning Group
New Jersey
$2.99K +$3.33K +39 New
FA
1618
Financial Avengers
California
$2.72K
WP
1619
WealthPLAN Partners
Nebraska
$2.53K +$2.82K +33 New
AP
1620
Arlington Partners
Alabama
$2.38K
BHWM
1621
Bay Harbor Wealth Management
Maryland
$1.92K -$342 -4 -14%
Kayne Anderson Rudnick Investment Management
1622
Kayne Anderson Rudnick Investment Management
California
$1.76K +$1.97K +23 New
CIR
1623
Clear Investment Research
Georgia
$1.53K +$598 +7 +54%
TF
1624
TimeScale Financial
Massachusetts
$1.26K
SF
1625
Safeguard Financial
Wisconsin
$1K +$1.03K +12 New

GIS Hedge Fund Activity: Q2 2023 in Review

1,638 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q2 2023, worth a combined $34.2B — down 11% from $38.3B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new GIS positions and 112 closed out — a net gain of 5 holders — while 546 added to existing stakes and 687 trimmed.

The largest buyer was Bank of America, adding an estimated $139M. The largest seller was OFI Invest Asset Management, cutting an estimated $816M.

  • 1,638 institutional investors held General Mills (GIS) as of Q2 2023, down from 1,643 in Q1 2023.
  • Funds reported $34.2B of General Mills stock for Q2 2023, down 11% quarter-over-quarter.
  • 117 funds opened new General Mills positions in Q2 2023 and 112 closed out, a net change of +5 holders.
  • The largest General Mills buyer in Q2 2023 was Bank of America, an estimated $139M added.
  • The largest General Mills seller in Q2 2023 was OFI Invest Asset Management, an estimated $816M sold.

Based on aggregated 13F filings for Q2 2023.