MMM icon

3M
MMM

Overview Fund Activity

1,821 hedge funds and large institutions have $33.4B invested in 3M in 2023 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 648 increasing their positions, 780 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,821
Holders Change
-44
Holders Change %
-2.36%
% of All Funds
29.03%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
134
Increased
648
Reduced
780
Closed
156
Calls
$840M
Puts
$970M
Net Calls
-$130M
Net Calls Change
+$122M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$339M
2
State Street
State Street
Massachusetts
+$178M
3
Citadel Advisors
Citadel Advisors
Florida
+$86M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$74.6M
5
FGAM
Financial Gravity Asset Management
Texas
+$72.2M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$607M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
-$310M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$244M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$117M
5
Marshall Wace
Marshall Wace
United Kingdom
-$90.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
701
Rothschild Investment LLC
Illinois
$1.32M +$291K +3,714 +28%
GFS
702
GYL Financial Synergies
Connecticut
$1.32M +$37.3K +476 +3%
AAS
703
Ameritas Advisory Services
Nebraska
$1.32M +$876K +11,365 +198%
DIA
704
Dana Investment Advisors
Wisconsin
$1.31M -$3.21K -41 -0.2%
EI
705
EDMP Inc
Florida
$1.31M +$214K +2,735 +20%
WWM
706
Western Wealth Management
Colorado
$1.31M +$817K +10,441 +167%
Kovitz Investment Group Partners
707
Kovitz Investment Group Partners
Illinois
$1.3M +$16.7K +213 +1%
VCA
708
Verdence Capital Advisors
Maryland
$1.3M +$380K +4,854 +41%
CAM
709
Carret Asset Management
New York
$1.28M -$230K -2,936 -15%
PCIA
710
Prime Capital Investment Advisors
Kansas
$1.28M -$111K -1,415 -8%
LNC
711
Lincoln National Corp
Pennsylvania
$1.28M -$4.93K -63 -0.4%
ACM
712
Allred Capital Management
Texas
$1.28M -$14.2K -182 -1%
CWA
713
CM Wealth Advisors
Ohio
$1.28M +$1.28M +1,184 New
IA
714
IFG Advisory
Georgia
$1.27M +$18.1K +231 +1%
LFRG
715
Lazard Frères Gestion
France
$1.26M +$15.6K +199 +1%
LIA
716
LS Investment Advisors
Michigan
$1.25M +$313 +4 +0%
ST
717
Smithfield Trust
Pennsylvania
$1.24M -$26.2K -335 -2%
WPC
718
Waters Parkerson & Co
Louisiana
$1.24M -$20.6K -263 -2%
MIM
719
Miller Investment Management
Pennsylvania
$1.24M – – –
KFP
720
KMG Fiduciary Partners
Ohio
$1.24M -$65K -830 -5%
BG
721
Bahl & Gaynor
Ohio
$1.24M +$24.5K +313 +2%
ESCM
722
Echo Street Capital Management
New York
$1.24M -$286K -3,650 -19%
PIM
723
Penobscot Investment Management
Massachusetts
$1.24M +$166K +2,117 +15%
Luther King Capital Management (LKCM)
724
Luther King Capital Management (LKCM)
Texas
$1.23M +$121K +1,550 +11%
BBA
725
BLB&B Advisors
Pennsylvania
$1.23M -$120K -1,531 -9%
27 28
29
30 31