1,965 hedge funds and large institutions have $40.1B invested in 3M in 2023 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 569 increasing their positions, 893 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,965
Holders Change
+144
Holders Change %
+7.91%
% of All Funds
28.8%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.34%
New
282
Increased
569
Reduced
893
Closed
114
Calls
$1.01B
Puts
$826M
Net Calls
+$181M
Net Calls Change
+$311M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
476
Carson Wealth (CWM LLC)
Nebraska
$3.2M -$80.9K -885 -2%
PNC
477
Park National Corp
Ohio
$3.2M -$3.07M -33,619 -49%
GCA
478
Guardian Capital Advisors
Ontario, Canada
$3.18M +$52.8K +580 +2%
CI
479
CX Institutional
Indiana
$3.16M -$676K -7,393 -18%
HIMC
480
Heritage Investors Management Corp
Maryland
$3.16M -$11.4K -125 -0.4%
RWP
481
RWA Wealth Partners
Massachusetts
$3.14M +$2.56M +27,960 +436%
VWA
482
Visionary Wealth Advisors
Illinois
$3.14M +$58.4K +639 +2%
NMERB
483
New Mexico Educational Retirement Board
New Mexico
$3.14M
IIM
484
INTECH Investment Management
Florida
$3.14M -$1.43M -15,650 -31%
GF
485
Gries Financial
Ohio
$3.12M +$2.17M +23,764 +229%
UB
486
UMB Bank
Missouri
$3.12M -$349K -3,820 -10%
CAM
487
Columbia Asset Management
Michigan
$3.1M -$352K -3,853 -10%
ADL
488
Asset Dedication LLC
California
$3.09M +$618K +6,741 +25%
UCFA
489
United Capital Financial Advisors
Texas
$3.08M -$1.32M -14,447 -30%
BCP
490
Blackhawk Capital Partners
Wisconsin
$3.06M +$229K +2,501 +8%
PMAM
491
Penn Mutual Asset Management
Pennsylvania
$3.06M +$547K +5,980 +22%
NPA
492
Nichols & Pratt Advisers
Massachusetts
$3.04M -$12.5K -137 -0.4%
SCP
493
Stamos Capital Partners
California
$3M +$3M +32,818 New
MGP
494
Metis Global Partners
California
$2.97M -$59K -645 -2%
LBC
495
Lowe Brockenbrough & Co
Virginia
$2.97M +$99.8K +1,092 +3%
AIMCA
496
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.94M
1SB
497
1ST Source Bank
Indiana
$2.92M -$29.1K -318 -1%
PWM
498
Perigon Wealth Management
California
$2.91M -$134K -1,470 -4%
HPC
499
HM Payson & Co
Maine
$2.91M -$329K -3,596 -10%
CWM
500
Concentric Wealth Management
California
$2.89M -$115K -1,254 -4%