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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 %
HI
951
Hudock Inc
Pennsylvania
$699K -$32.7K -418 -4%
LA
952
Legacy Advisors
Pennsylvania
$699K +$699K +8,931 New
SSB
953
Sandy Spring Bank
Maryland
$699K -$164K -2,097 -19%
CIM
954
CIM Investment Management
Pennsylvania
$696K -$17.7K -226 -2%
FIM
955
Fruth Investment Management
Texas
$689K -$4.62K -59 -0.7%
RIA
956
Realta Investment Advisors
Delaware
$686K -$11.7K -140 -2%
RC
957
Roundview Capital
New Jersey
$686K -$19.6K -251 -3%
TFM
958
TFC Financial Management
Massachusetts
$683K -$8.61K -110 -1%
CWM
959
Cornerstone Wealth Management
Missouri
$682K +$178K +2,277 +35%
Aristotle Capital Management
960
Aristotle Capital Management
California
$680K – – –
JFA
961
JNBA Financial Advisors
Minnesota
$679K -$7.91K -101 -1%
GWAM
962
Guardian Wealth Advisors (Minnesota)
Minnesota
$679K -$35.5K -454 -5%
LIA
963
Luken Investment Analytics
Tennessee
$678K – – –
HSA
964
HBK Sorce Advisory
Pennsylvania
$678K -$136K -1,736 -17%
BWP
965
Baldwin Wealth Partners
Massachusetts
$677K -$16.4K -210 -2%
CLOS
966
Compagnie Lombard Odier SCmA
Switzerland
$675K -$1.42M -18,122 -68%
SWK
967
Stephen W. Kidder
$674K -$14.1K -180 -2%
LJAC
968
L.J. Altfest & Co
New York
$672K +$13.2K +169 +2%
ISWM
969
Independent Solutions Wealth Management
New York
$668K +$168K +2,151 +34%
JWM
970
JGP Wealth Management
Oregon
$667K -$87.6K -1,119 -12%
MAS
971
Meeder Advisory Services
Ohio
$666K -$55.6K -710 -8%
SA
972
Strategic Advisors
New York
$666K -$28.1K -359 -4%
BC
973
Bridgefront Capital
Texas
$664K +$178K +2,278 +37%
BB
974
Bell Bank
North Dakota
$663K -$15.1K -193 -2%
WTB
975
Washington Trust Bank
Washington
$661K +$3.76K +48 +0.6%
37 38
39
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