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 %
PWP
776
Private Wealth Partners
California
$1.26M +$140K +1,592 +12%
WJWM
777
Williams Jones Wealth Management
New York
$1.25M -$80.1K -912 -6%
BA
778
Ballast Advisors
Minnesota
$1.25M -$142K -1,615 -10%
IAIM
779
International Assets Investment Management
Florida
$1.25M -$1.08M -12,325 -46%
ACM
780
AlphaStar Capital Management
North Carolina
$1.25M -$255K -2,897 -17%
VNA
781
Valley National Advisers
Pennsylvania
$1.25M +$2.2K +25 +0.2%
CCM
782
Chiron Capital Management
Florida
$1.25M +$168K +1,914 +16%
DFA
783
Delta Financial Advisors
Louisiana
$1.24M +$7.56K +86 +0.6%
PTC
784
Private Trust Company
Ohio
$1.24M +$312K +3,554 +34%
EFS
785
Essex Financial Services
Connecticut
$1.24M -$7.73K -88 -0.6%
VAS
786
Vestmark Advisory Solutions
Massachusetts
$1.23M -$879K -10,001 -42%
BMC
787
Beaton Management Company
Massachusetts
$1.23M +$215K +2,448 +21%
PFS
788
Prospera Financial Services
Texas
$1.23M -$226K -2,573 -16%
UCB
789
United Community Bank
South Carolina
$1.22M +$76.7K +873 +7%
LWAM
790
Legacy Wealth Asset Management
Minnesota
$1.22M -$29.2K -332 -2%
AMG
791
Advisors Management Group
Wisconsin
$1.22M +$177K +2,009 +17%
IHL
792
Investment House LLC
California
$1.21M -$493K -5,609 -29%
RCG
793
Regatta Capital Group
California
$1.19M
PH
794
Pinnacle Holdings
Oklahoma
$1.19M -$3.34K -38 -0.3%
DMC
795
Drexel Morgan & Co
Pennsylvania
$1.19M
RAM
796
Redmond Asset Management
Virginia
$1.18M -$902K -10,259 -43%
SL
797
Sentry LLC
Tennessee
$1.18M +$1.18M +13,398 New
IRC
798
Investors Research Corp
Georgia
$1.18M +$293K +3,329 +33%
WCM
799
Whitener Capital Management
North Carolina
$1.18M +$117K +1,334 +11%
NL
800
NWAM LLC
Washington
$1.17M -$147K -1,668 -11%