1,940 hedge funds and large institutions have $38B invested in 3M in 2023 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 741 increasing their positions, 812 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,940
Holders Change
-132
Holders Change %
-6.37%
% of All Funds
31.05%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
133
Increased
741
Reduced
812
Closed
220
Calls
$886M
Puts
$1B
Net Calls
-$119M
Net Calls Change
-$187M
Name Holding Trade Value Shares
Change
Shares
Change %
Kovitz Investment Group Partners
701
Kovitz Investment Group Partners
Illinois
$1.54M +$54.7K +622 +4%
CS
702
Crescent Sterling
Louisiana
$1.54M +$58.4K +665 +4%
WPC
703
Waters Parkerson & Co
Louisiana
$1.54M -$27.2K -309 -2%
DEM
704
Disciplined Equity Management
Florida
$1.53M +$786K +8,947 +105%
ST
705
Smithfield Trust
Pennsylvania
$1.53M +$57.8K +657 +4%
PAG
706
Private Advisory Group
Washington
$1.53M +$357K +4,062 +30%
CI
707
Ceera Investments
Texas
$1.52M +$168K +1,915 +12%
BA
708
Bristlecone Advisors
Washington
$1.52M +$256K +2,912 +20%
MPPW
709
Mitchell & Pahl Private Wealth
Oklahoma
$1.52M +$120K +1,360 +9%
LIA
710
LS Investment Advisors
Michigan
$1.52M -$300K -3,419 -17%
AG
711
AIA Group
Hong Kong
$1.51M +$514K +5,849 +52%
CB
712
Community Bank
New York
$1.51M -$420K -4,784 -22%
HH
713
Hilltop Holdings
Texas
$1.5M +$179K +2,038 +14%
BAM
714
Belpointe Asset Management
Nevada
$1.5M -$83.9K -1,154 -5%
BFA
715
Buttonwood Financial Advisors
Maryland
$1.49M +$523K +5,953 +54%
IMOV
716
Investment Management of Virginia
Virginia
$1.48M -$566K -6,445 -28%
GIM
717
Grassi Investment Management
California
$1.48M
CWM
718
C2C Wealth Management
Arizona
$1.48M +$538K +6,172 +57%
ACM
719
Allred Capital Management
Texas
$1.48M -$29.2K -332 -2%
JWCA
720
J.W. Coons Advisors
Ohio
$1.47M -$286K -3,259 -16%
LNWWM
721
Laird Norton Wetherby Wealth Management
California
$1.46M -$125K -1,418 -8%
MFAM
722
Motley Fool Asset Management
Virginia
$1.46M +$22.5K +256 +2%
BFIM
723
Beese Fulmer Investment Management
Ohio
$1.46M -$156K -1,776 -10%
HIM
724
Harbour Investment Management
Washington
$1.45M +$4.75K +54 +0.3%
CIC
725
Carnegie Investment Counsel
Ohio
$1.45M +$121K +1,374 +9%