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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 %
B
1001
Bailard
California
$611K +$124K +1,584 +25%
S
1002
SignatureFD
Georgia
$611K +$27.5K +351 +5%
WOC
1003
West Oak Capital
California
$610K -$12.1K -155 -2%
LFAS
1004
Level Four Advisory Services
Texas
$610K -$113K -1,440 -16%
PBK
1005
Peoples Bank (Kansas)
Kansas
$609K +$609K +7,784 New
ACA
1006
Atlas Capital Advisors
Wyoming
$609K – – –
TFS
1007
Thoroughbred Financial Services
Tennessee
$607K +$410K +5,248 +209%
SLI
1008
Sumitomo Life Insurance
Japan
$605K -$19.2K -245 -3%
FAIM
1009
Financial Advocates Investment Management
Washington
$603K +$49.6K +634 +9%
ESB
1010
Essex Savings Bank
Connecticut
$600K +$13.9K +177 +2%
NCM
1011
Neumann Capital Management
California
$598K – – –
WT
1012
Washington Trust
Rhode Island
$596K -$6.97K -89 -1%
MC
1013
Machina Capital
France
$594K +$594K +7,586 New
HWA
1014
Heartwood Wealth Advisors
Virginia
$591K +$591K +7,547 New
AFM
1015
Abbot Financial Management
Massachusetts
$589K -$120K -1,535 -17%
VCS
1016
Vaughan & Co Securities
New Jersey
$588K -$78 -1 -0%
DSC
1017
Duncker Streett & Co
Missouri
$587K -$145K -1,848 -20%
YIA
1018
YHB Investment Advisors
Connecticut
$585K -$17.7K -226 -3%
WKWM
1019
Walter & Keenan Wealth Management
Indiana
$580K -$346K -4,414 -37%
AA
1020
Auxano Advisors
Washington
$579K +$261K +3,329 +82%
ORAM
1021
One River Asset Management
Connecticut
$577K +$218K +2,792 +61%
FLPIM
1022
F.L. Putnam Investment Management
Massachusetts
$575K -$123K -1,571 -18%
AWM
1023
Accurate Wealth Management
Florida
$574K +$13.3K +175 +2%
PI
1024
PFG Investments
New York
$574K -$830K -10,601 -59%
WDL
1025
Well Done LLC
Michigan
$573K – – –
39 40
41
42 43