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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 %
TBA
1051
Tower Bridge Advisors
Pennsylvania
$541K -$419K -5,358 -44%
ACS
1052
Archford Capital Strategies
Illinois
$539K -$3.05K -39 -0.6%
ICG
1053
InterOcean Capital Group
Tennessee
$538K -$19.5K -249 -3%
UAS
1054
United Asset Strategies
New York
$537K +$229K +2,927 +74%
HFAS
1055
Hummer Financial Advisory Services
Illinois
$537K – – –
FFWA
1056
FRG Family Wealth Advisors
Washington
$536K +$536K +6,853 New
DFCM
1057
Dark Forest Capital Management
Puerto Rico
$535K +$535K +6,834 New
BWS
1058
Buck Wealth Strategies
Colorado
$532K +$472K +6,034 +797%
MCC
1059
Malaga Cove Capital
California
$531K -$2.11K -27 -0.4%
IGAM
1060
iA Global Asset Management
Quebec, Canada
$531K +$184K +2,358 +53%
SAM
1061
SP Asset Management
California
$529K -$5.48K -70 -1%
MAM
1062
Mastrapasqua Asset Management
Tennessee
$529K +$10.2K +130 +2%
TNB
1063
Thomasville National Bank
Georgia
$526K -$18.2K -233 -3%
AWC
1064
Abundance Wealth Counselors
Pennsylvania
$525K +$45.3K +579 +9%
MIC
1065
Meridian Investment Counsel
California
$524K -$30.4K -389 -5%
TAM
1066
Tocqueville Asset Management
New York
$524K -$73.7K -942 -12%
SWM
1067
Sendero Wealth Management
Texas
$522K – – –
CCWM
1068
Cassaday & Co Wealth Management
Virginia
$522K +$17.8K +227 +4%
GRP
1069
Global Retirement Partners
California
$521K -$77K -1,046 -13%
WWP
1070
WR Wealth Planners
Missouri
$520K – – –
AWE
1071
Avidian Wealth Enterprises
Texas
$520K +$129K +1,646 +33%
BFM
1072
Boston Financial Management
Massachusetts
$520K -$2.58K -33 -0.5%
MSE
1073
MUFG Securities EMEA
United Kingdom
$519K +$162K +2,066 +45%
WF
1074
Wayfinding Financial
Washington
$518K +$22.6K +300 +5%
PHIC
1075
Pine Haven Investment Counsel
Massachusetts
$518K -$66.9K -855 -11%
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