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 %
FMTC
676
Farmers & Merchants Trust Company
California
$1.59M
KFP
677
KMG Fiduciary Partners
Ohio
$1.58M +$132K +1,447 +9%
PL
678
Perpetual Ltd
Australia
$1.58M -$192K -2,104 -11%
CA
679
CoreCap Advisors
Michigan
$1.58M -$24.4K -267 -2%
LDB
680
Lee, Danner & Bass
Tennessee
$1.57M +$482K +5,273 +44%
FI
681
FJ Investments
Utah
$1.56M +$1.56M +17,103 New
DIA
682
Dana Investment Advisors
Wisconsin
$1.55M +$17.8K +195 +1%
BL
683
Balentine LLC
Georgia
$1.55M +$634K +6,935 +69%
PFS
684
Physicians Financial Services
North Carolina
$1.54M -$184K -2,009 -11%
NGA
685
Naples Global Advisors
Florida
$1.54M -$136K -1,488 -8%
PFP
686
Pinnacle Financial Partners
Tennessee
$1.52M -$477K -5,215 -24%
CCM
687
Chiron Capital Management
Florida
$1.52M -$76.6K -838 -5%
ORG
688
Optimist Retirement Group
Washington
$1.52M +$1.52M +16,598 New
FWCM
689
Ferguson Wellman Capital Management
Oregon
$1.51M -$40.6K -444 -3%
SC
690
Stolper & Co
Oklahoma
$1.5M -$45.7K -500 -3%
ACM
691
Allred Capital Management
Texas
$1.49M +$274 +3 +0%
CFG
692
Citizens Financial Group
Rhode Island
$1.49M +$114K +1,244 +8%
CG
693
Caprock Group
Idaho
$1.48M +$468K +5,115 +46%
AAIM
694
Asset Advisors Investment Management
Georgia
$1.48M -$219K -2,392 -13%
RGI
695
River Global Investors
United Kingdom
$1.48M +$162K +1,770 +12%
RG
696
Rathbones Group
United Kingdom
$1.47M -$105K -1,154 -7%
CCIA
697
Cherry Creek Investment Advisors
Colorado
$1.45M -$257K -2,812 -15%
LIA
698
LS Investment Advisors
Michigan
$1.45M -$5.03K -55 -0.3%
AMG
699
Advisors Management Group
Wisconsin
$1.45M +$98.8K +1,081 +7%
WAP
700
Wealthcare Advisory Partners
Pennsylvania
$1.45M +$410K +4,485 +39%