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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 %
PA
801
Profund Advisors
Maryland
$995K +$313 +4 +0%
BCFD
802
Boit C.F. David
$992K – – –
LWAM
803
Legacy Wealth Asset Management
Minnesota
$991K -$40.6K -519 -4%
GC
804
Gratus Capital
Georgia
$989K +$59.4K +759 +6%
FTDI
805
First Trust Direct Indexing
Massachusetts
$986K -$22K -281 -2%
I
806
InceptionR
California
$978K +$97.1K +1,241 +11%
CWM
807
Cahaba Wealth Management
Georgia
$978K +$978K +12,497 New
PWP
808
Private Wealth Partners
California
$978K -$65.5K -837 -6%
BA
809
Ballast Advisors
Minnesota
$974K -$27.9K -357 -3%
CIC
810
Carnegie Investment Counsel
Ohio
$973K +$4.46K +57 +0.5%
GSC
811
G&S Capital
Colorado
$972K -$6.34K -81 -0.6%
BSB
812
Bangor Savings Bank
Maine
$972K +$30.1K +385 +3%
CFA
813
Cahill Financial Advisors
Minnesota
$971K -$68.3K -873 -7%
VNA
814
Valley National Advisers
Pennsylvania
$969K -$86.4K -1,104 -8%
SL
815
Sentry LLC
Tennessee
$967K -$82.2K -1,050 -8%
FA
816
Financial Advantage
Maryland
$965K -$611K -7,809 -39%
CWM
817
Congress Wealth Management
Massachusetts
$957K -$34.8K -444 -4%
ZIC
818
ZWJ Investment Counsel
Georgia
$957K -$90.3K -1,154 -9%
BAM
819
Brave Asset Management
New Jersey
$956K -$31.8K -406 -3%
PH
820
Pinnacle Holdings
Oklahoma
$953K -$101K -1,295 -10%
ECM
821
Evergreen Capital Management
Washington
$952K +$357K +4,562 +60%
FDS
822
First Dallas Securities
Texas
$945K +$945K +12,072 New
GWM
823
Geneos Wealth Management
Colorado
$938K -$15.7K -201 -2%
EM
824
Excalibur Management
Massachusetts
$934K +$20K +255 +2%
LDB
825
Lee, Danner & Bass
Tennessee
$928K -$69.5K -888 -7%
31 32
33
34 35