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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 %
BHPW
926
Beverly Hills Private Wealth
California
$719K +$391 +5 +0.1%
JWCA
927
J.W. Cole Advisors
Florida
$718K +$22.5K +288 +3%
LIM
928
Longfellow Investment Management
Massachusetts
$718K – – –
EF
929
Empowered Funds
Pennsylvania
$716K +$129K +1,642 +22%
MGIA
930
Moneta Group Investment Advisors
Missouri
$716K -$80.2K -1,025 -10%
KCFA
931
Key Client Fiduciary Advisors
New Jersey
$715K -$2.74K -35 -0.4%
SVWAG
932
Sound View Wealth Advisors Group
Georgia
$713K +$10K +128 +1%
MFG
933
Merit Financial Group
Georgia
$712K -$93.6K -1,196 -12%
BHIA
934
Birch Hill Investment Advisors
Massachusetts
$711K – – –
MMHP
935
Murphy Middleton Hinkle & Parker
Georgia
$711K -$132K -1,688 -16%
P
936
Pitcairn
Pennsylvania
$709K +$24.7K +315 +4%
KFGK
937
Keystone Financial Group (Kentucky)
Kentucky
$707K +$65.4K +836 +10%
WQ
938
Wealth Quarterback
New Jersey
$707K +$61.4K +784 +10%
BAM
939
Belpointe Asset Management
Nevada
$706K +$39.8K +509 +6%
IWA
940
IVC Wealth Advisors
Pennsylvania
$706K -$12.2K -156 -2%
GWM
941
Guardian Wealth Management
Illinois
$706K +$7.05K +90 +1%
IAN
942
Integrated Advisors Network
Texas
$704K +$69.3K +885 +11%
PCM
943
Piedmont Capital Management
Montana
$704K +$122K +1,563 +21%
FCCM
944
First City Capital Management
Georgia
$703K -$137K -1,745 -16%
PG
945
Proffitt & Goodson
Tennessee
$703K +$212K +2,714 +43%
DBIA
946
Dumont & Blake Investment Advisors
New Jersey
$701K +$56.4K +721 +9%
ECM
947
Elgethun Capital Management
South Dakota
$701K +$5.13K +67 +0.7%
MGWM
948
Marks Group Wealth Management
Minnesota
$701K +$78 +1 +0%
HWM
949
HighMark Wealth Management
Minnesota
$701K -$1.88K -24 -0.3%
ET
950
Equitable Trust
Tennessee
$701K +$60.1K +768 +9%
36 37
38
39 40