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 %
GIP
1126
Granite Investment Partners
California
$550K -$843K -9,587 -61%
FP
1127
Fiduciary Planning
Florida
$550K -$2.29K -26 -0.4%
LPT
1128
Legacy Private Trust
Wisconsin
$547K -$10.5K -120 -2%
PGA
1129
Portland Global Advisors
Maine
$546K -$110K -1,248 -17%
TAM
1130
Trillium Asset Management
Massachusetts
$544K +$356 +4 +0.1%
HVM
1131
Harvest Volatility Management
Connecticut
$544K -$23.2K -270 -4%
MSE
1132
MUFG Securities EMEA
United Kingdom
$542K +$225K +2,560 +71%
AWC
1133
Adamsbrown Wealth Consultants
Kansas
$542K -$139K -1,585 -20%
FBT
1134
First Bankers Trust
Kentucky
$542K
EF
1135
Empowered Funds
Pennsylvania
$541K +$541K +6,157 New
AWC
1136
Abundance Wealth Counselors
Pennsylvania
$541K +$541K +6,157 New
OC
1137
Oakworth Capital
Alabama
$541K -$36.5K -415 -6%
JWM
1138
Jeppson Wealth Management
California
$541K +$40.2K +457 +8%
MLA
1139
MB, Levis & Associates
Pennsylvania
$540K +$10.5K +120 +2%
CCWM
1140
Cassaday & Co Wealth Management
Virginia
$539K -$2.64K -30 -0.5%
EWM
1141
Endurance Wealth Management
Rhode Island
$539K +$107K +1,220 +25%
MA
1142
MONECO Advisors
Connecticut
$537K +$142K +1,619 +36%
AG
1143
Ascent Group
Virginia
$537K -$241K -2,737 -31%
AC
1144
AXQ Capital
New Jersey
$536K +$252K +2,871 +89%
MKC
1145
M. Kraus & Co
Vermont
$535K -$6.5K -74 -1%
PG
1146
Proffitt & Goodson
Tennessee
$535K +$16K +182 +3%
BG
1147
Bollard Group
Massachusetts
$535K +$1.23K +14 +0.2%
TBNY
1148
Trustco Bank (New York)
New York
$532K -$26.3K -299 -5%
TT
1149
TI-Trust
Illinois
$530K
PCM
1150
Perkins Capital Management
Minnesota
$529K -$108K -1,232 -17%