1,894 hedge funds and large institutions have $37.7B invested in 3M in 2024 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 708 increasing their positions, 805 reducing their positions, and 190 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,894
Holders Change
-71
Holders Change %
-3.61%
% of All Funds
27.45%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.29%
New
140
Increased
708
Reduced
805
Closed
190
Calls
$1.18B
Puts
$833M
Net Calls
+$343M
Net Calls Change
+$162M
Name Holding Trade Value Shares
Change
Shares
Change %
FP
1101
Fiduciary Planning
Florida
$552K
PBC
1102
Pavion Blue Capital
California
$550K +$104K +1,173 +23%
RIA
1103
Realta Investment Advisors
Delaware
$548K -$114K -1,288 -17%
PHIC
1104
Pine Haven Investment Counsel
Massachusetts
$547K -$39.7K -448 -7%
AB
1105
Atlas Brown
Kentucky
$545K -$16.7K -188 -3%
MA
1106
MCF Advisors
Kentucky
$544K +$36.7K +414 +7%
BP
1107
BNP Paribas
France
$544K +$544K +6,138 New
NHC
1108
Nicholas Hoffman & Company
Georgia
$544K -$76.4K -862 -12%
CNBTD
1109
Citizens National Bank Trust Department
Mississippi
$544K -$10.6K -119 -2%
VIP
1110
Vista Investment Partners
Oklahoma
$543K -$3.81K -43 -0.7%
PCG
1111
Prosperity Consulting Group
Maryland
$543K +$239K +2,697 +79%
CIA
1112
Cladis Investment Advisory
Montana
$542K +$83.2K +938 +18%
WAAG
1113
Wealth Alliance Advisory Group
Kansas
$540K -$7.18K -81 -1%
GCM
1114
G2 Capital Management
Ohio
$539K -$14K -158 -3%
SCA
1115
St. Clair Advisors
Ohio
$539K
DDC
1116
DF Dent & Co
Maryland
$538K -$29.6K -334 -5%
FFWA
1117
FRG Family Wealth Advisors
Washington
$536K
TT
1118
TI-Trust
Illinois
$535K
FAM
1119
Formidable Asset Management
Ohio
$534K +$10.8K +122 +2%
GIP
1120
Granite Investment Partners
California
$533K
Capstone Investment Advisors
1121
Capstone Investment Advisors
New York
$533K +$485K +5,471 +1,011%
MIM
1122
Morningstar Investment Management
Illinois
$532K +$532K +5,993 New
WB
1123
Webster Bank
Connecticut
$532K -$26.5K -299 -5%
AFG
1124
Allegheny Financial Group
Pennsylvania
$531K -$2.4K -27 -0.4%
PK
1125
Pflug Koory
Nebraska
$531K -$173K -1,956 -25%