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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 %
FAM
1101
Formidable Asset Management
Ohio
$494K -$17.5K -223 -3%
SRC
1102
Shufro Rose & Co
New York
$493K – – –
MBT
1103
Montecito Bank & Trust
California
$493K -$181K -2,316 -27%
WI
1104
Wedgewood Investors
Pennsylvania
$493K -$18.7K -239 -4%
MC
1105
Maverick Capital
Texas
$493K +$493K +6,293 New
CWP
1106
Concord Wealth Partners
Virginia
$491K +$63.8K +815 +15%
FM
1107
Foster & Motley
Ohio
$491K -$6.26K -80 -1%
GIP
1108
Granite Investment Partners
California
$490K – – –
FP
1109
Fiduciary Planning
Florida
$490K – – –
CNBTD
1110
Citizens National Bank Trust Department
Mississippi
$489K – – –
AIA
1111
AIMZ Investment Advisors
California
$489K -$4.7K -60 -1%
FWTB
1112
First Western Trust Bank
Colorado
$487K -$72.7K -929 -13%
BG
1113
Bollard Group
Massachusetts
$487K +$1.25K +16 +0.3%
RSWM
1114
Robertson Stephens Wealth Management
California
$487K -$25.1K -321 -5%
GCMG
1115
Gyroscope Capital Management Group
Florida
$485K +$485K +6,192 New
HIC
1116
Holderness Investments Company
North Carolina
$484K -$64.8K -828 -12%
TF
1117
Tompkins Financial
New York
$484K -$2.82K -36 -0.6%
PWAM
1118
Pinnacle West Asset Management
Wyoming
$482K +$18.2K +233 +4%
IW
1119
Imprint Wealth
South Carolina
$482K +$27.6K +352 +6%
MIM
1120
Morningstar Investment Management
Illinois
$480K – – –
PGA
1121
Portland Global Advisors
Maine
$477K – – –
MWM
1122
Mission Wealth Management
California
$477K -$96.6K -1,234 -17%
SCA
1123
St. Clair Advisors
Ohio
$475K – – –
TCBWMS
1124
Texas Capital Bank Wealth Management Services
Texas
$474K -$19.6K -250 -4%
SN
1125
Sittner & Nelson
Oregon
$472K +$63.4K +810 +16%
43 44
45
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