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General Mills

1,643 hedge funds and large institutions have $38.3B invested in General Mills in 2023 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 550 increasing their positions, 670 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $368M | Put options by funds: $284M

17% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 102

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

1.06% more ownership

Funds ownership: 77.17%78.22% (+1.1%)

1% less capital invested

Capital invested by funds: $38.6B → $38.3B (-$266M)

1% less funds holding

Funds holding: 1,6671,643 (-24)

18% less repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 670

Holders
1,643
Holders Change
-24
Holders Change %
-1.44%
% of All Funds
26.18%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.38%
New
119
Increased
550
Reduced
670
Closed
102
Calls
$368M
Puts
$284M
Net Calls
+$83.6M
Net Calls Change
-$198M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
1626
Arlington Partners
Alabama
$2.65K +$2.48K +31 New
BHWM
1627
Bay Harbor Wealth Management
Maryland
$2.48K
BFPW
1628
BOK Financial Private Wealth
Colorado
$2.05K +$1.92K +24 New
SWG
1629
Summit Wealth Group
Vermont
$2K +$15.2M +189,978 New
TF
1630
TimeScale Financial
Massachusetts
$1.4K
TWD
1631
True Wealth Design
Ohio
$1.28K
CIR
1632
Clear Investment Research
Georgia
$1.11K -$559 -7 -35%
BAM
1633
Baldrige Asset Management
Pennsylvania
$1K +$719 +9 New
IA
1634
IFS Advisors
Kansas
$854
ARS
1635
Adirondack Retirement Specialists
New York
$689
WA
1636
WestEnd Advisors
North Carolina
$684 -$559 -7 Closed
MA
1637
MCF Advisors
Kentucky
$684
TWP
1638
TFO Wealth Partners
Ohio
$684 +$160 +2 +33%
UFF
1639
USA Financial Formulas
Michigan
$684 +$639 +8 New
2L
1640
25 LLC
Missouri
$540 +$479 +6 New
RF
1641
Robbins Farley
New Hampshire
$428
CWA
1642
Carolina Wealth Advisors
South Carolina
$85
EWP
1643
Elevation Wealth Partners
California
$13
SFCL
1644
Strengthening Families & Communities LLC
Massachusetts
$7 +$80 +1 +1%
FGAM
1645
Financial Gravity Asset Management
Texas
$3 +$80 +1 +1%
Lord, Abbett & Co
1646
Lord, Abbett & Co
New Jersey
-$33.6M -401,000 Closed
HAI
1647
Hennessy Advisors Inc
California
-$7.87M -93,900 Closed
IPW
1648
IronBridge Private Wealth
Texas
-$6.99M -83,410 Closed
MAM
1649
Meeder Asset Management
Ohio
-$4.24M -50,532 Closed
NWM
1650
NEIRG Wealth Management
Massachusetts
-$4.01M -47,794 Closed

GIS Hedge Fund Activity: Q1 2023 in Review

1,643 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in General Mills (GIS) for Q1 2023, worth a combined $38.3B — down 0.69% from $38.6B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new GIS positions and 102 closed out — a net gain of 17 holders — while 550 added to existing stakes and 670 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $279M. The largest seller was 1832 Asset Management, cutting an estimated $211M.

  • 1,643 institutional investors held General Mills (GIS) as of Q1 2023, down from 1,667 in Q4 2022.
  • Funds reported $38.3B of General Mills stock for Q1 2023, down 0.69% quarter-over-quarter.
  • 119 funds opened new General Mills positions in Q1 2023 and 102 closed out, a net change of +17 holders.
  • The largest General Mills buyer in Q1 2023 was T. Rowe Price Associates, an estimated $279M added.
  • The largest General Mills seller in Q1 2023 was 1832 Asset Management, an estimated $211M sold.

Based on aggregated 13F filings for Q1 2023.