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1,417 hedge funds and large institutions have $61.4B invested in 3M in 2014 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 483 increasing their positions, 666 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 62

0% less funds holding

Funds holding: 1,4241,417 (-7)

0.61% less ownership

Funds ownership: 82.22%81.61% (-0.61%)

4% less capital invested

Capital invested by funds: $64.1B → $61.4B (-$2.7B)

6% less call options, than puts

Call options by funds: $675M | Put options by funds: $721M

14% less funds holding in top 10

Funds holding in top 10: 133115 (-18)

27% less repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 666

Holders
1,417
Holders Change
-7
Holders Change %
-0.49%
% of All Funds
40.92%
Holding in Top 10
115
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-13.53%
% of All Funds
3.32%
New
70
Increased
483
Reduced
666
Closed
62
Calls
$675M
Puts
$721M
Net Calls
-$45.5M
Net Calls Change
+$637M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
551
Stifel Trust
Missouri
$4.76M -$154K -1,390 -3%
NRS
552
Neville Rodie & Shaw
New York
$4.76M -$251K -2,258 -5%
FCM
553
Forester Capital Management
Illinois
$4.75M -$4K -36 -0.1%
LMGAM
554
Liberty Mutual Group Asset Management
Massachusetts
$4.75M +$192K +1,731 +4%
GAM
555
Griffin Asset Management
New York
$4.74M -$23.4K -211 -0.5%
WA
556
Whitebox Advisors
Minnesota
$4.7M +$625K +5,629 +16%
STI
557
Susquehanna Trust & Investment
Pennsylvania
$4.68M -$1.95M -17,587 -30%
RA
558
Royce & Associates
New York
$4.68M -$598K -5,382 -12%
BC
559
Bartlett & Co
Ohio
$4.67M +$13.3K +120 +0.3%
WJA
560
Williams Jones & Associates
New York
$4.62M +$1.98M +17,795 +77%
MAM
561
Martingale Asset Management
Massachusetts
$4.59M -$13.4K -121 -0.3%
OC
562
Oppenheimer & Close
New York
$4.59M -$216K -1,940 -5%
III
563
Independent Investors Inc
New York
$4.55M -$6.67K -60 -0.1%
CA
564
CapWealth Advisors
Tennessee
$4.54M +$70.4K +634 +2%
AIMCA
565
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.53M -$2.13M -19,136 -32%
IAM
566
Impax Asset Management
New Hampshire
$4.51M -$10.2K -92 -0.2%
DIA
567
Dean Investment Associates
Ohio
$4.5M +$3.18M +28,618 +259%
WIC
568
Whitegate Investment Counselors
New Hampshire
$4.48M +$3.57M +32,156 New
LCS
569
Levin Capital Strategies
New York
$4.46M -$5.68M -51,123 -57%
CIP
570
Chartwell Investment Partners
Pennsylvania
$4.43M +$55.2K +497 +1%
HC
571
HHG & Company
Connecticut
$4.42M +$91.8K +826 +2%
SNT
572
Security National Trust
West Virginia
$4.4M +$65.1K +586 +2%
BIC
573
Bridges Investment Counsel
Nebraska
$4.39M -$213K -1,914 -5%
V
574
ValueWorks
New York
$4.38M -$86.3K -777 -2%
OCM
575
Orleans Capital Management
Louisiana
$4.38M +$16.2K +146 +0.4%

MMM Hedge Fund Activity: Q1 2014 in Review

1,417 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in 3M (MMM) for Q1 2014, worth a combined $61.4B — down 4.2% from $64.1B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MMM positions and 62 closed out — a net gain of 8 holders — while 483 added to existing stakes and 666 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $96.4M. The largest seller was State Street, cutting an estimated $275M.

  • 1,417 institutional investors held 3M (MMM) as of Q1 2014, down from 1,424 in Q4 2013.
  • Funds reported $61.4B of 3M stock for Q1 2014, down 4.2% quarter-over-quarter.
  • 70 funds opened new 3M positions in Q1 2014 and 62 closed out, a net change of +8 holders.
  • The largest 3M buyer in Q1 2014 was Janus Henderson Investors US, an estimated $96.4M added.
  • The largest 3M seller in Q1 2014 was State Street, an estimated $275M sold.

Based on aggregated 13F filings for Q1 2014.