We are live on ! Find out more

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
HT
1001
HighTower Trust
Texas
$960K +$224K +2,015 +31%
HCMNY
1002
Howard Capital Management (New York)
New York
$959K -$47.7K -429 -5%
HSA
1003
HBK Sorce Advisory
Pennsylvania
$952K -$62.4K -562 -6%
HA
1004
Hamel Associates
New Jersey
$951K -$1.69M -15,237 -64%
WSTAM
1005
Wilbanks Smith & Thomas Asset Management
Virginia
$950K -$46.8K -421 -5%
AP
1006
Advisor Partners
California
$950K +$2.22K +20 +0.2%
WAM
1007
Weatherly Asset Management
California
$945K -$26.5K -239 -3%
TAM
1008
Todd Asset Management
Kentucky
$938K -$116K -1,048 -11%
LJAC
1009
L.J. Altfest & Co
New York
$925K +$33.9K +305 +4%
WFG
1010
Wills Financial Group
Virginia
$924K +$2K +18 +0.2%
SSG
1011
Summit Securities Group
New York
$922K -$319K -2,870 -26%
BAM
1012
Berkshire Asset Management
Pennsylvania
$917K -$64.9K -584 -7%
AI
1013
Atria Investments
North Carolina
$911K -$25.7K -231 -3%
PJSIMP
1014
P.J. Schmidt Investment Management (PJS)
Wisconsin
$910K +$65.3K +588 +8%
Jane Street
1015
Jane Street
New York
$909K -$1.36M -12,215 -60%
CMANY
1016
Capital Management Associates (New York)
New York
$908K -$13.3K -120 -1%
DG
1017
Davidson & Garrard
Virginia
$896K -$26.5K -239 -3%
NCM
1018
Northroad Capital Management
New York
$889K -$260K -2,339 -23%
SWM
1019
SVA Wealth Management
Wisconsin
$889K +$109K +978 +14%
Loomis, Sayles & Company
1020
Loomis, Sayles & Company
Massachusetts
$887K
BIM
1021
Baldwin Investment Management
Pennsylvania
$873K
SFSIG
1022
San Francisco Sentry Investment Group
California
$868K +$106K +956 +14%
OPCM
1023
Osborne Partners Capital Management
California
$867K -$32K -288 -4%
ACS
1024
Archford Capital Strategies
Illinois
$860K +$842K +7,581 New
MCM
1025
MAI Capital Management
Ohio
$856K -$126K -1,133 -13%

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.