1,965 hedge funds and large institutions have $40.1B invested in 3M in 2023 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 569 increasing their positions, 893 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,965
Holders Change
+144
Holders Change %
+7.91%
% of All Funds
28.8%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.34%
New
282
Increased
569
Reduced
893
Closed
114
Calls
$1.01B
Puts
$826M
Net Calls
+$181M
Net Calls Change
+$311M
Name Holding Trade Value Shares
Change
Shares
Change %
WKWM
1026
Walter & Keenan Wealth Management
Indiana
$674K -$3.2K -35 -0.5%
HIC
1027
Holderness Investments Company
North Carolina
$672K +$107K +1,169 +19%
CCB
1028
Country Club Bank
Missouri
$669K -$709K -7,727 -51%
SCTC
1029
Sanibel Captiva Trust Company
Florida
$669K +$669K +7,318 New
DPIM
1030
Duff & Phelps Investment Management
Illinois
$669K
HCP
1031
Hexagon Capital Partners
Arkansas
$665K +$5.12K +56 +0.8%
NW
1032
NewEdge Wealth
Pennsylvania
$665K +$220K +2,405 +49%
FAIM
1033
Financial Advocates Investment Management
Washington
$665K -$39.3K -430 -6%
MGIA
1034
Moneta Group Investment Advisors
Missouri
$661K -$175K -1,911 -21%
WT
1035
Washington Trust
Rhode Island
$661K -$35.6K -390 -5%
KWA
1036
Kingswood Wealth Advisors
California
$661K +$661K +7,227 New
AA
1037
Auxano Advisors
Washington
$660K -$16.5K -180 -2%
DI
1038
DFPG Investments
Utah
$659K +$13.3K +148 +2%
FTIS
1039
First Trust Investment Solutions
Florida
$658K +$658K +7,196 New
WOC
1040
West Oak Capital
California
$653K -$51.9K -574 -7%
UAS
1041
United Asset Strategies
New York
$653K +$25.7K +281 +4%
HTIM
1042
Harbour Trust & Investment Management
Indiana
$650K +$650K +7,113 New
AWM
1043
Aries Wealth Management
Maine
$649K -$11.1K -121 -2%
PCA
1044
Peddock Capital Advisors
Massachusetts
$648K +$173K +1,889 +36%
MOS
1045
MGO One Seven
Ohio
$648K +$219K +2,396 +51%
FWTB
1046
First Western Trust Bank
Colorado
$648K +$78.6K +860 +14%
HCMT
1047
Highland Capital Management (Tennessee)
Tennessee
$645K
PI
1048
Pettee Investors
Connecticut
$645K
CI
1049
Cigna Investments
Connecticut
$644K -$7.04K -77 -1%
RC
1050
Roundview Capital
New Jersey
$643K -$157K -1,722 -20%