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1,417 hedge funds and large institutions have $61.4B invested in 3M in 2014 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 483 increasing their positions, 666 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 62

0% less funds holding

Funds holding: 1,4241,417 (-7)

0.61% less ownership

Funds ownership: 82.22%81.61% (-0.61%)

4% less capital invested

Capital invested by funds: $64.1B → $61.4B (-$2.7B)

6% less call options, than puts

Call options by funds: $675M | Put options by funds: $721M

14% less funds holding in top 10

Funds holding in top 10: 133115 (-18)

27% less repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 666

Holders
1,417
Holders Change
-7
Holders Change %
-0.49%
% of All Funds
40.92%
Holding in Top 10
115
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-13.53%
% of All Funds
3.32%
New
70
Increased
483
Reduced
666
Closed
62
Calls
$675M
Puts
$721M
Net Calls
-$45.5M
Net Calls Change
+$637M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
901
Palladium Partners
Virginia
$1.44M -$91.3K -822 -6%
MCWS
902
McKinley Carter Wealth Services
West Virginia
$1.43M +$606K +5,453 +76%
RC
903
Roundview Capital
New Jersey
$1.42M
BOK
904
Bank of Kentucky
Kentucky
$1.42M
ZAM
905
Zevin Asset Management
Massachusetts
$1.38M -$21.6K -194 -2%
CHC
906
City Holding Co
West Virginia
$1.38M +$103K +927 +8%
WIL
907
Winifred I. Li
$1.38M -$296K -2,662 -18%
SJIM
908
St. Johns Investment Management
Florida
$1.38M +$1.35M +12,125 New
CLOS
909
Compagnie Lombard Odier SCmA
Switzerland
$1.36M -$666 -6 -0.1%
BAM
910
Burgundy Asset Management
Ontario, Canada
$1.36M
UBWV
911
United Bank (West Virginia)
West Virginia
$1.35M -$6.67K -60 -0.5%
ARMT
912
Amica Retiree Medical Trust
Rhode Island
$1.33M +$652K +5,870 +100%
WMSA
913
Weiss Multi-Strategy Advisers
New York
$1.33M +$272K +2,452 +26%
TAM
914
Trillium Asset Management
Massachusetts
$1.32M -$49.7K -447 -4%
RIM
915
Regent Investment Management
Kentucky
$1.32M
TTWM
916
TCV Trust & Wealth Management
Virginia
$1.32M +$18.7K +168 +1%
CCM
917
CrestPoint Capital Management
Missouri
$1.32M
SACTSONJ
918
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.3M
GHAM
919
Gilman Hill Asset Management
Connecticut
$1.29M -$4K -36 -0.3%
MCM
920
Manchester Capital Management
Vermont
$1.29M +$120K +1,076 +10%
MBT
921
Monroe Bank & Trust
Michigan
$1.28M +$37.5K +338 +3%
JEW
922
Jamison Eaton & Wood
New Jersey
$1.27M -$133K -1,196 -10%
1IA
923
1834 Investment Advisors
Wisconsin
$1.27M +$285K +2,563 +30%
SOAMC
924
Spirit of America Management Corp
New York
$1.27M +$1.24M +11,183 New
OMCS
925
Old Mutual Customised Solutions
South Africa
$1.26M

MMM Hedge Fund Activity: Q1 2014 in Review

1,417 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in 3M (MMM) for Q1 2014, worth a combined $61.4B — down 4.2% from $64.1B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MMM positions and 62 closed out — a net gain of 8 holders — while 483 added to existing stakes and 666 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $96.4M. The largest seller was State Street, cutting an estimated $275M.

  • 1,417 institutional investors held 3M (MMM) as of Q1 2014, down from 1,424 in Q4 2013.
  • Funds reported $61.4B of 3M stock for Q1 2014, down 4.2% quarter-over-quarter.
  • 70 funds opened new 3M positions in Q1 2014 and 62 closed out, a net change of +8 holders.
  • The largest 3M buyer in Q1 2014 was Janus Henderson Investors US, an estimated $96.4M added.
  • The largest 3M seller in Q1 2014 was State Street, an estimated $275M sold.

Based on aggregated 13F filings for Q1 2014.