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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
BMO
1626
Beck Mack & Oliver
New York
-$384K -6,000 Closed
SFA
1627
Souders Financial Advisors
Ohio
-$313K -4,887 Closed
CT
1628
Chicago Trust
Illinois
-$308K -4,817 Closed
LFDLE
1629
La Financiere de L'Echiquier
France
-$307K -4,800 Closed
AR
1630
Advisory Research
Illinois
-$294K -4,601 Closed
OWA
1631
One Wealth Advisors
California
-$259K -4,053 Closed
CWA
1632
Centennial Wealth Advisory
Michigan
-$251K -3,924 Closed
CIP
1633
Chartwell Investment Partners
Pennsylvania
-$251K -3,917 Closed
Jennison Associates
1634
Jennison Associates
New York
-$251K -3,917 Closed
KWM
1635
Keebeck Wealth Management
Illinois
-$228K -3,569 Closed
EP
1636
Eudaimonia Partners
Tennessee
-$228K -3,563 Closed
PFA
1637
Peak Financial Advisors
Colorado
-$220K -3,433 Closed
LPAM
1638
Lodestar Private Asset Management
California
-$220K -3,431 Closed
WAM
1639
Wakefield Asset Management
Colorado
-$216K -3,382 Closed
MW
1640
Marcum Wealth
Ohio
-$214K -3,343 Closed
HKAM
1641
Horizon Kinetics Asset Management
New York
-$211K -3,300 Closed
FB
1642
First Bancorp
Maine
-$211K -3,294 Closed
SC
1643
Sykon Capital
New York
-$209K -3,265 Closed
PPWM
1644
Paragon Private Wealth Management
Kentucky
-$207K -3,240 Closed
Koshinski Asset Management
1645
Koshinski Asset Management
Illinois
-$205K -3,209 Closed
VCG
1646
Vantage Consulting Group
Virginia
-$204K -3,193 Closed
WDC
1647
Woodward Diversified Capital
California
-$201K -3,142 Closed
BCM
1648
BluePath Capital Management
Georgia
-$154K -2,400 Closed
CIM
1649
Chiron Investment Management
New York
-$143K -2,231 Closed
MIA
1650
Milestone Investment Advisors
Wisconsin
-$115K -1,795 Closed

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.