1,940 hedge funds and large institutions have $38B invested in 3M in 2023 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 741 increasing their positions, 812 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,940
Holders Change
-132
Holders Change %
-6.37%
% of All Funds
31.05%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
133
Increased
741
Reduced
812
Closed
220
Calls
$886M
Puts
$1B
Net Calls
-$119M
Net Calls Change
-$187M
Name Holding Trade Value Shares
Change
Shares
Change %
CASB
1101
Cape Ann Savings Bank
Massachusetts
$582K -$14.4K -164 -2%
BIA
1102
Beacon Investment Advisors
Maryland
$581K -$103K -1,174 -15%
MAM
1103
Mastrapasqua Asset Management
Tennessee
$580K +$35.8K +407 +7%
RSWM
1104
Robertson Stephens Wealth Management
California
$580K +$25.2K +287 +5%
MCCP
1105
Mission Creek Capital Partners
California
$578K -$78.6K -894 -12%
FB
1106
Fulton Bank
Pennsylvania
$578K +$80.1K +911 +16%
HIA
1107
Harbor Investment Advisory
Maryland
$576K -$111K -1,266 -16%
ACM
1108
Ategra Capital Management
Virginia
$575K -$239K -2,719 -29%
DLA
1109
Douglas Lane & Associates
New York
$573K -$84.7K -964 -13%
AIA
1110
AIMZ Investment Advisors
California
$573K -$20.8K -237 -4%
FAM
1111
Formidable Asset Management
Ohio
$572K +$88 +1 +0%
BPWM
1112
Badgley Phelps Wealth Managers
Washington
$571K -$11.8K -134 -2%
CNBTD
1113
Citizens National Bank Trust Department
Mississippi
$570K
NFP
1114
Narus Financial Partners
Utah
$568K +$251K +2,861 +79%
CCM
1115
CAAS Capital Management
New York
$568K -$363K -4,133 -39%
TFA
1116
Trinity Financial Advisors
Ohio
$567K -$134K -1,528 -19%
RP
1117
Rowlandmiller & Partners
Georgia
$565K +$791 +9 +0.1%
MP
1118
McDonald Partners
Ohio
$563K -$641K -7,289 -53%
CWM
1119
Cornerstone Wealth Management
Missouri
$562K +$562K +6,395 New
WAC
1120
William Allan Corp
Colorado
$560K -$17.5K -199 -3%
VCM
1121
Viewpoint Capital Management
Washington
$559K +$105K +1,196 +23%
SCM
1122
Schnieders Capital Management
California
$556K -$411K -4,674 -42%
TCBWMS
1123
Texas Capital Bank Wealth Management Services
Texas
$554K +$554K +6,299 New
RMCM
1124
Reynders McVeigh Capital Management
Massachusetts
$552K -$149K -1,695 -21%
PBC
1125
Pavion Blue Capital
California
$552K