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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
SBWIC
1101
Schaper Benz & Wise Investment Counsel
Wisconsin
$610K -$121K -1,088 -17%
EA
1102
Elm Advisors
California
$610K -$37.2K -335 -6%
WFG
1103
Windsor Financial Group
Minnesota
$610K -$4K -36 -0.7%
FLPIM
1104
F.L. Putnam Investment Management
Massachusetts
$609K +$597K +5,372 New
FFA
1105
First Foundation Advisors
California
$608K -$68.4K -616 -10%
KIG
1106
Kovitz Investment Group
Illinois
$608K -$50.4K -454 -6%
MCM
1107
Maryland Capital Management
Maryland
$607K -$249K -2,242 -30%
FA
1108
FCG Advisors
New Jersey
$607K -$222 -2 -0%
NPF
1109
Norris Perne & French
Michigan
$602K -$99.6K -897 -14%
NL
1110
NWAM LLC
Washington
$602K +$201K +1,811 +52%
ZTNA
1111
Zions Trust National Association
Utah
$600K
RC
1112
RegentAtlantic Capital
New Jersey
$599K +$19.6K +176 +3%
NERM
1113
New England Research & Management
Illinois
$598K -$5K -45 -0.8%
EWM
1114
Empirical Wealth Management
Washington
$598K -$4.89K -44 -0.8%
PAM
1115
Private Asset Management
California
$590K -$2.38M -21,437 -80%
PNAA
1116
Pictet North America Advisors
Switzerland
$586K +$14.8K +133 +3%
DDC
1117
DF Dent & Co
Maryland
$579K
OSNBOA
1118
Old Second National Bank of Aurora
Illinois
$577K -$1.06M -9,557 -65%
ACM
1119
Ashford Capital Management
Delaware
$577K -$84.5K -761 -13%
BCM
1120
Beck Capital Management
Texas
$577K
PMFA
1121
Plante Moran Financial Advisors
Michigan
$570K -$148K -1,328 -21%
HCM
1122
Harvest Capital Management
New Hampshire
$570K -$21.4K -193 -4%
WSC
1123
Wellington Shields & Co
New York
$570K
RT
1124
Rockland Trust
Massachusetts
$562K +$101K +909 +22%
DCM
1125
Donaldson Capital Management
Indiana
$561K +$16.8K +151 +3%

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.